Quarterly Dialogue: Spending The Fun Number: EDU #2351

December 20, 2023

Quarterly Dialogue: Spending The Fun Number: EDU #2351

Jim and Chris continue their quarterly dialogue discussing a couple of listener emails relating to the safe withdrawal approach to retirement and spending the fun number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E51.mp3 Podcast: Play in new window | Download (Duration: 54:38 — 25.0MB) Subscribe:...

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Guidance On A Listeners Situation: EDU #2349

December 6, 2023

Guidance On A Listeners Situation: EDU #2349

Jim and Chris sit down to discuss an email from a listener seeking guidance on some decisions they have to make given their situation. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E49.mp3 Podcast: Play in new window | Download (Duration: 1:09:46 — 31.9MB) 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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Funding MDF and Addressing Inflation: EDU #2346

November 15, 2023

Funding MDF and Addressing Inflation: EDU #2346

Jim and Chris continue their discussion from last week on funding the Minimum Dignity Floor (MDF) and addressing inflation using their approach. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E46.mp3 Podcast: Play in new window | Download (Duration: 1:24:18 — 38.6MB) Subscribe:...

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Special Tax Treatment Accounts: EDU #2344

November 1, 2023

Special Tax Treatment Accounts: EDU #2344

Jim and Chris sit down to discuss and consider some special tax treatment accounts from an Ed Slott newsletter. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E44.mp3 Podcast: Play in new window | Download (Duration: 1:02:51 — 28.8MB) 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.