Discussing The Financial Planning Challenge and Associated Quiz: EDU #2327

July 5, 2023

Discussing The Financial Planning Challenge and Associated Quiz: EDU #2327

Jim and Chris sit down to discuss an article and quiz relating to the financial planning challenge. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E27.mp3 Podcast: Play in new window | Download (Duration: 54:17 — 24.8MB) Subscribe:...

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When To Consider An Annuity: EDU #2324

June 14, 2023

When To Consider An Annuity: EDU #2324

Jim and Chris continue their discussion on annuity related topics and when to consider the use of an annuity within your retirement plan. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E24.mp3 Podcast: Play in new window | Download (Duration: 1:21:19 — 37.2MB) Subscribe:...

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Secure Act 2.0 Updates and Clarification Continued: EDU #2319

May 10, 2023

Secure Act 2.0 Updates and Clarification Continued: EDU #2319

Jim and Chris sit down to continue their discussion/review of the updated information regarding the Secure Act 2.0. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E19.mp3 Podcast: Play in new window | Download (Duration: 1:02:44 — 28.7MB) Subscribe:...

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Secure Act 2.0 Updates and Clarification: EDU #2318

May 3, 2023

Secure Act 2.0 Updates and Clarification: EDU #2318

Jim and Chris sit down to discuss/review some updated information and clarification regarding the Secure Act 2.0. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E18.mp3 Podcast: Play in new window | Download (Duration: 1:23:47 — 38.4MB) Subscribe:...

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Basement Remodeling Metaphor: EDU #2316

April 19, 2023

Basement Remodeling Metaphor: EDU #2316

Jim and Chris sit down to discuss how Jim’s recent basement remodel sparked comparisons to his retirement planning philosophy. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E16.mp3 Podcast: Play in new window | Download (Duration: 1:28:55 — 40.7MB) Subscribe:...

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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.