Why We Manage Assets Our Way Part 4: EDU #2209

March 2, 2022

Why We Manage Assets Our Way Part 4: EDU #2209

Jim and Chris discuss the fourth part in our series discussing why we manage assets our way and the concept of positioning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E09.mp3 Podcast: Play in new window | Download (Duration: 1:34:05 — 43.1MB) Subscribe:...

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Why We Manage Assets Our Way Part 3: EDU #2208

February 23, 2022

Why We Manage Assets Our Way Part 3: EDU #2208

Jim and Chris sit down to discuss part three of our series on how we approach asset management here at Jim Saulnier & Associates. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E08.mp3 Podcast: Play in new window | Download (Duration: 1:22:16 — 37.7MB) Subscribe:...

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Tax Diversification, Roth Conversions, and IRMAA: Q&A #2208

February 19, 2022

Tax Diversification, Roth Conversions, and IRMAA: Q&A #2208

Jim, Chris, and in-house CPA, Bob Palechek discuss tax specific questions relating to MDF spending, tax diversification, Roth conversions, and IRMAA. (3:30) A member of the Rock Retirement Club requests clarification on how we account for taxes in our Minimum Dignity Floor concept of funding a retirement spending plan. (16:15) George from North Carolina asks a question about asset location, tax...

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Why We Manage Assets Our Way Part 2: EDU #2207

February 16, 2022

Why We Manage Assets Our Way Part 2: EDU #2207

Jim and Chris sit down to continue their discussion on why we approach asset management our way at Jim Saulnier & Associates. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E07.mp3 Podcast: Play in new window | Download (Duration: 1:21:10 — 37.2MB) Subscribe:...

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Why We Manage Assets Our Way: EDU #2206

February 9, 2022

Why We Manage Assets Our Way: EDU #2206

Jim and Chris sit down to discuss the first part in a new series discussing WHY we manage assets our way at Jim Saulnier & Associates. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E06.mp3 Podcast: Play in new window | Download (Duration: 1:22:17 — 37.7MB) Subscribe:...

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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.