AUM, Social Security Filing, Gin & Tonic, & RMDs: Q&A #1945

November 23, 2019

AUM, Social Security Filing, Gin & Tonic, & RMDs: Q&A #1945

In today’s podcast, Jim and Chris discuss listeners’ questions (or statements) about AUM, Social Security filing, the possibility of calling themselves Gin & Tonic on the show, & RMDs. (9:55) A Marylander discusses AUM, referencing the previous show Jim & Chris did on the AUM model. (27:58) A listener from New Mexico asks about filing for Social Security before full...

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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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Summer Holiday

July 10, 2019

Summer Holiday

Thanks for checking in with us this week! We took some time off last week for the Independence Day holiday and don’t have new content for you this time around. Check back next week for a new Retirement and IRA Show EDU!

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Edu: Taking a Week Off

February 13, 2019

Edu: Taking a Week Off

Chris is attending a Financial Planning conference so there will not be an Edu edition of The Retirement and IRA Show this week. Rest assured Jim and Chris will be back next week for a new Edu edition!

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Happy Holidays

December 26, 2018

Happy Holidays

The guys are taking the week off to spend time with family and friends. Wishing you happy holidays from Jim, Chris, and everyone at Jim Saulnier & Associates!

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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.