Our Retirement Planning Process and Philosophy Part 2: EDU #2418

May 1, 2024

Our Retirement Planning Process and Philosophy Part 2: EDU #2418

Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E18.mp3 Podcast: Play in new...

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Retirement Planning Dialogue Series 3: EDU #2413

March 27, 2024

Retirement Planning Dialogue Series 3: EDU #2413

Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E13.mp3 Podcast: Play in new window | Download (Duration: 1:11:00 — 32.5MB) Subscribe:...

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Retirement Planning Dialogue Series 2: EDU #2412

March 20, 2024

Retirement Planning Dialogue Series 2: EDU #2412

Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E12.mp3 Podcast: Play in new window | Download (Duration: 1:18:43 — 36.0MB) Subscribe:...

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Retirement Planning Dialogue Series 1: EDU #2411

March 13, 2024

Retirement Planning Dialogue Series 1: EDU #2411

Jim and Chris kick off a dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E11.mp3 Podcast: Play in new window | Download (Duration: 1:13:56 — 33.8MB) Subscribe:...

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Taking The 2024 Ed Slott Quiz: EDU #2408

February 21, 2024

Taking The 2024 Ed Slott Quiz: EDU #2408

Jim and Chris sit down to discuss and take a quiz given out by the Ed Slott program on an annual basis for 2024. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E08.mp3 Podcast: Play in new window | Download (Duration: 1:17:12 — 35.3MB) Subscribe:...

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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.