Discussing The Financial Planning Challenge and Associated Quiz Continued: EDU #2328

July 12, 2023

Discussing The Financial Planning Challenge and Associated Quiz Continued: EDU #2328

Jim and Chris sit down to continue their discussion on an article and quiz relating to the financial planning challenge. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E28.mp3 Podcast: Play in new window | Download (Duration: 1:28:16 — 40.4MB) Subscribe:...

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Discussing The Financial Planning Challenge and Associated Quiz: EDU #2327

July 5, 2023

Discussing The Financial Planning Challenge and Associated Quiz: EDU #2327

Jim and Chris sit down to discuss an article and quiz relating to the financial planning challenge. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E27.mp3 Podcast: Play in new window | Download (Duration: 54:17 — 24.8MB) Subscribe:...

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Non-Financial Retirement Issues: EDU #2050

December 16, 2020

Non-Financial Retirement Issues: EDU #2050

Chris sits down with special guest, Kevin Lyles, to discuss some important non-financial retirement issues. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E50.mp3 Podcast: Play in new window | Download (Duration: 50:29 — 23.1MB) Subscribe:...

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

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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.