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 These recorded broadcasts may contain outdated or obsolete information.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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ABLE Accounts: EDU #1942

November 20, 2019

ABLE Accounts: EDU #1942

Special Podcast Alert: ABLE Accounts! Jim and Chris divert from their typical Retirement and IRA topics to discuss ABLE accounts, Special Needs Trusts, and how saving in private funds for individuals with disabilities can help them maintain health, independence, and quality of life....

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Roth Contributions after Retirement, SS Overage, SEPP and Roth Conversions: Q&A #1944

November 16, 2019

Roth Contributions after Retirement, SS Overage, SEPP and Roth Conversions: Q&A #1944

Jim is back at it with Chris as they discuss Roth contributions after retirement, how earning over the limit income will affect Social Security, and more! (11:55) A listener asks Jim and Chris what is considered “earned” income and if he should continue Roth contributions after retirement. (21:20) A Texan wants to know how earning over the limit income will affect her Social...

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2020 Social Security Changes: EDU #1941

November 13, 2019

2020 Social Security Changes: EDU #1941

2020 Social Security changes are almost here! Chris takes the opportunity while Jim is elk hunting to discuss the new year’s Social Security changes. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E41.mp3 Podcast: Play in new window | Download (Duration: 24:59 — 11.4MB) Subscribe:...

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Restricted Spousal Benefits, Survivor Benefits, Laid-Off Effects: Q&A #1943

November 9, 2019

Restricted Spousal Benefits, Survivor Benefits, Laid-Off Effects: Q&A #1943

While Jim is out elk hunting, Chris flies solo answering topics about restricted spousal benefits, survivor benefits, and laid-off effects on Social Security. (4:10) A fellow Coloradoan asks questions about benefit amounts after filing for restricted spousal benefits. (9:55) An Oklahoma listener wants to confirm information about survivor benefits. (13:40) A Georgia listener would like to...

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New Roth Conversion Strategy: EDU #1940

November 6, 2019

New Roth Conversion Strategy: EDU #1940

Now that you can no longer recharacterize, do you need a new Roth Conversion strategy? Chris discusses how the loss of recharacterization ability can affect not only how much you convert into a Roth, but when you choose to convert it. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E40.mp3 Podcast: Play in new window | Download...

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Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942

November 2, 2019

Annuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942

Jim and Chris address the topics of the 10-Year Rule, annuities within a stretch IRA, Roth Conversions, and if Social Security benefits are affected by remarriage. (18:15) A listener from Georgia asks how specific the 10-year rule is. (23:45) A Floridian asks how annuities are affected if a stretch IRA goes away. (33:00) A Tennessee listener seeks wisdom when considering paying the taxes on a...

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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.