Reexamining The Fun Number, MDF and Secure Income Part 5: EDU #2338

September 20, 2023

Reexamining The Fun Number, MDF and Secure Income Part 5: EDU #2338

Jim and Chris sit down to continue their dialogue on feedback from listeners about how they’re doing their own retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E38.mp3 Podcast: Play in new window | Download (Duration: 1:11:36 — 32.8MB) Subscribe:...

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Reexamining The Fun Number, MDF and Secure Income Part 4: EDU #2337

September 13, 2023

Reexamining The Fun Number, MDF and Secure Income Part 4: EDU #2337

Jim and Chris sit down to continue their dialogue on feedback from listeners about how they’re doing their own retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E37.mp3 Podcast: Play in new window | Download (Duration: 1:25:39 — 39.2MB) Subscribe:...

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Reexamining The Fun Number, MDF and Secure Income Part 3: EDU #2336

September 6, 2023

Reexamining The Fun Number, MDF and Secure Income Part 3: EDU #2336

Jim and Chris sit down to continue their dialogue on feedback from listeners about how they’re doing their own retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E36.mp3 Podcast: Play in new window | Download (Duration: 1:31:11 — 41.7MB) Subscribe:...

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Addressing Concerns Posed In Financial Planning Article Part 2: EDU #2333

August 16, 2023

Addressing Concerns Posed In Financial Planning Article Part 2: EDU #2333

Jim and Chris continue their discussion of an article and provide their opinion on how they would attack some of the concerns proposed in the article. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E33.mp3 Podcast: Play in new window | Download (Duration: 1:30:05 — 41.2MB) Subscribe:...

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Powers Of Attorney and Beneficiary Changes: EDU #2331

August 2, 2023

Powers Of Attorney and Beneficiary Changes: EDU #2331

Jim and Chris continue their discussion and dive into detail on Power of Attorney (POA) forms with relation to changing beneficiaries. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E31.mp3 Podcast: Play in new window | Download (Duration: 1:21:57 — 37.5MB) 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.