Our Past Shows

Here you will find a year's worth of our past radio shows. Please understand, due to compliance and supervisory guidelines, there is a lag time from when a show first broadcasts to when it can be listed here for later playback. If the show you want is not available, please check back again soon.

Although Jim and Chris strive to make their show ─ and the information presented − topical and pertinent at the time of original broadcast, please recognize the financial world is constantly changing and evolving. These recorded broadcasts may contain outdated or obsolete information. Never make any financial, tax or investment decisions with information contained on these shows without first consulting with your legal, tax and/or financial advisor(s).

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Is AUM Better for the Client?: EDU #1938

October 23, 2019

Is AUM Better for the Client?: EDU #1938

Is an Assets Under Management (AUM) model always better for the client than Commissions? And what does it really mean to be a fiduciary? You may have heard about Ken Fisher’s recent rude remarks. While the words themselves are offensive, Jim and Chris explain why they also take issue with the sentiment he was attempting to not-so-politely express....

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Roth Conversion Taxes, SS Strategy, TSP G Fund: Q&A #1940

October 19, 2019

Roth Conversion Taxes, SS Strategy, TSP G Fund: Q&A #1940

Jim and Chris answer questions regarding Roth Conversion taxes, strategies for filing for Social Security benefits, and the TSP G Fund. 14:32 An Iowa listener looks for clarification on how his Roth Conversion would be taxed. 25:55 Jim and Chris address a listener’s quandary on the best strategy for him to begin claiming Social Security benefits, taking into account minor child benefits...

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TSP vs 401k : EDU #1937

October 16, 2019

TSP vs 401k : EDU #1937

Now that the new withdrawal options for the Thrift Savings Plan (TSP) have gone into effect, Jim and Chris take a look at those changes and TSP vs 401k options. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E37.mp3 Podcast: Play in new window | Download (Duration: 1:04:42 — 29.6MB) Subscribe:...

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Reducing Income Taxes, ACA Tax Credit, and SS Retirement Date: Q&A #1939

October 12, 2019

Reducing Income Taxes, ACA Tax Credit, and SS Retirement Date: Q&A #1939

Jo Madonna joins Jim and Chris this week to help answer tax questions related to reducing income taxes and ACA tax credit. Then the guys address a Social Security quandary. 4:55 A Connecticut caller wants to know how to reduce income taxes on a large severance check. 29:36 A listener from Massachusetts looks for clarification on qualifying for the ACA tax credit. 1:00:46 An Arizonan asks if SSA...

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Adviser Fees, Part 3: Edu #1936

October 9, 2019

Adviser Fees, Part 3: Edu #1936

Jim and Chris finish their Edu series on Adviser fees. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E36.mp3 Podcast: Play in new window | Download (Duration: 1:18:08 — 35.8MB) Subscribe:...

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Conversion Cons, Social Security Benefit Reduction, Appeals, and Disability: Q&A #1938

October 5, 2019

Conversion Cons, Social Security Benefit Reduction, Appeals, and Disability: Q&A #1938

This week Jim and Chris address listener questions on the potential downsides to Roth Conversions and several Social Security topics, including the 2035 Social Security benefit reduction, appealing a temporary benefit reduction, and the possibility of additional assistance from Social Security. 9:30 Chris weighs in on a Florida listener’s question regarding appealing a skipped benefit...

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Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.