Discussing The Fun Number: EDU #2148

December 1, 2021

Discussing The Fun Number: EDU #2148

Jim and Chris sit down to discuss a couple of listener emails regarding our “fun number” concept and planning around a fun number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E48.mp3 Podcast: Play in new window | Download (Duration: 1:19:38 — 36.5MB) Subscribe:...

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The Essence Of Retirement Planning: EDU #2146

November 17, 2021

The Essence Of Retirement Planning: EDU #2146

Jim and Chris sit down to discuss an email from a listener regarding the overall essence of financial planning and retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E46.mp3 Podcast: Play in new window | Download (Duration: 1:07:20 — 30.8MB) Subscribe:...

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COLA and Other Changes To Social Security For 2022: Q&A #2142

October 16, 2021

COLA and Other Changes To Social Security For 2022: Q&A #2142

Chris sits down on a solo mission to discuss and answer questions about the recently announced, 2022 Social Security revisions.   https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y21E42.mp3 Podcast: Play in new window | Download (Duration: 42:41 — 19.5MB) Subscribe:...

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Special Guest, Dr. Wade Pfau: EDU #2140

October 6, 2021

Special Guest, Dr. Wade Pfau: EDU #2140

Jim and Chris sit down with special guest, professor, author, and overall financial planning guru, Dr. Wade Pfau. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E40.mp3 Podcast: Play in new window | Download (Duration: 1:02:41 — 28.7MB) Subscribe:...

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Build Back Better Act Tax Planning Threats and Opportunities: EDU #2138

September 22, 2021

Build Back Better Act Tax Planning Threats and Opportunities: EDU #2138

Jim and Chris sit down to discuss a couple tax planning threats and opportunities for the newly proposed, Build Back Better Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E38.mp3 Podcast: Play in new window | Download (Duration: 1:17:02 — 35.3MB) 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.