Why We Manage Assets Our Way Q&A Part 1: EDU #2211

March 16, 2022

Why We Manage Assets Our Way Q&A Part 1: EDU #2211

Jim and Chris sit down to answer listeners questions relating to the five part series on why we manage assets our way. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E11.mp3 Podcast: Play in new window | Download (Duration: 1:11:16 — 32.6MB) Subscribe:...

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Why We Manage Assets Our Way Part 5: EDU #2210

March 9, 2022

Why We Manage Assets Our Way Part 5: EDU #2210

Jim and Chris discuss the fifth part in our series discussing why we manage assets our way and how we structure our fees. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E10.mp3 Podcast: Play in new window | Download (Duration: 1:11:28 — 32.7MB) Subscribe:...

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Determining What You’re Paying Your Financial Advisor: EDU #1945

December 18, 2019

Determining What You’re Paying Your Financial Advisor: EDU #1945

Jim and Chris address a listener’s email about how to determine what you’re paying your financial advisor.  This question stems from a previous podcast episode in which Jim and Chris discussed advisor fees—here they discuss confirming your fee calculations to be sure you’ve got it right....

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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.