Spending Money In Retirement: EDU #2137

September 15, 2021

Spending Money In Retirement: EDU #2137

Jim and Chris follow a listeners suggestion and discuss a recent article relating to a retiree who is having trouble spending their money in retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E37.mp3 Podcast: Play in new window | Download (Duration: 1:07:12 — 30.8MB) Subscribe:...

Listen Now

Discussing The Financial Planning Magazine: EDU #2136

September 8, 2021

Discussing The Financial Planning Magazine: EDU #2136

Jim and Chris sit down to discuss some comments that were recently published in the Financial Planning magazine. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E36.mp3 Podcast: Play in new window | Download (Duration: 1:18:13 — 35.8MB) Subscribe:...

Listen Now

Pension Income Questions: EDU #2135

September 1, 2021

Pension Income Questions: EDU #2135

Jim and Chris sit down to discuss a couple questions from a Massachusetts listener relating to possible pension income options. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E35.mp3 Podcast: Play in new window | Download (Duration: 1:20:57 — 37.1MB) Subscribe:...

Listen Now

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:...

Listen Now

Conflicting Financial Advice: EDU #2131

August 4, 2021

Conflicting Financial Advice: EDU #2131

Jim and Chris sit down to discuss a listeners email concerning the topic of conflicting advice in the financial planning world. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E31.mp3 Podcast: Play in new window | Download (Duration: 1:18:53 — 36.1MB) Subscribe:...

Listen Now

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.