Our Retirement Planning Process and Philosophy Part 3: EDU #2419

May 8, 2024

Our Retirement Planning Process and Philosophy Part 3: EDU #2419

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-Y24E19.mp3 Podcast: Play in new...

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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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Things To Consider When Choosing A Financial Advisor/Planner: EDU #2348

November 29, 2023

Things To Consider When Choosing A Financial Advisor/Planner: EDU #2348

Jim and Chris sit down to discuss a couple of items to consider when choosing a financial advisor/planner. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E48.mp3 Podcast: Play in new window | Download (Duration: 1:21:42 — 37.4MB) Subscribe:...

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Buffered Products In A Retirement Portfolio Part 2: EDU #2315

April 12, 2023

Buffered Products In A Retirement Portfolio Part 2: EDU #2315

Jim and Chris continue their discussion on buffered products and considering them as part of a retirement portfolio. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E15.mp3 Podcast: Play in new window | Download (Duration: 1:16:52 — 35.2MB) Subscribe:...

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Planning Considerations For Millennial’s: EDU #2134

August 25, 2021

Planning Considerations For Millennial’s: EDU #2134

Jim and Chris sit down to discuss a listeners email regarding planning for millennial’s or folks with a longer retirement planning horizon. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E34.mp3 Podcast: Play in new window | Download (Duration: 1:10:47 — 32.4MB) 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.