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:...

Listen Now

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:...

Listen Now

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:...

Listen Now

Discussing An Article On Traditional Retirement Models Continued: EDU #2343

October 25, 2023

Discussing An Article On Traditional Retirement Models Continued: EDU #2343

Jim and Chris continue their discussion on an article titled, “How Traditional Retirement Models Cost Clients Millions” on Advisor Prospectives website. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E43.mp3 Podcast: Play in new window | Download (Duration: 1:10:34 — 32.3MB) Subscribe:...

Listen Now

Discussing An Article On Traditional Retirement Models: EDU #2342

October 18, 2023

Discussing An Article On Traditional Retirement Models: EDU #2342

Jim and Chris discuss a recent article titled, “How Traditional Retirement Models Cost Clients Millions” on Advisor Prospectives website. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E42.mp3 Podcast: Play in new window | Download (Duration: 1:11:32 — 32.7MB) 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

© 2026, Jim Saulnier & Associates All rights reserved.

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.