The Fun Number Part 3: EDU #2304

January 25, 2023

The Fun Number Part 3: EDU #2304

Jim and Chris continue their discussion on the concept of the Fun Number and explain HOW they arrive at determining the Fun Number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E04.mp3 Podcast: Play in new window | Download (Duration: 1:12:24 — 33.1MB) Subscribe:...

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The Fun Number Part 1: EDU #2302

January 11, 2023

The Fun Number Part 1: EDU #2302

Jim and Chris begin their detailed discussion on the concept of the fun number and WHY we focus on it as part of our approach. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E02.mp3 Podcast: Play in new window | Download (Duration: 1:12:36 — 33.2MB) Subscribe:...

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Miscellaneous Retirement Planning Topics: EDU #2251

December 21, 2022

Miscellaneous Retirement Planning Topics: EDU #2251

Jim and Chris sit down to discuss a handful of different retirement planning topics that came up throughout the year. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E51.mp3 Podcast: Play in new window | Download (Duration: 1:14:07 — 33.9MB) Subscribe:...

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Discussing The Top Five Concerns For People Over Age 50: EDU #2248

November 30, 2022

Discussing The Top Five Concerns For People Over Age 50: EDU #2248

Jim and Chris sit down to discuss a Market Watch article regarding the top five concerns for people over the age of 50. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E48.mp3 Podcast: Play in new window | Download (Duration: 1:20:33 — 36.9MB) Subscribe:...

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401(k) to IRA Rollovers: EDU #2246

November 16, 2022

401(k) to IRA Rollovers: EDU #2246

Jim and Chris sit down to discuss some of the details surrounding rolling over dollars from a 401(k) into an IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E46.mp3 Podcast: Play in new window | Download (Duration: 1:10:33 — 32.3MB) Subscribe:...

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Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

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.