The Fun Number Part 4: EDU #2305

February 1, 2023

The Fun Number Part 4: EDU #2305

Jim and Chris wrap up their discussion of the Fun Number and what to do once you’ve arrived at your Fun Number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E05.mp3 Podcast: Play in new window | Download (Duration: 1:34:06 — 43.1MB) Subscribe:...

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The Fun Number Part 2: EDU #2303

January 18, 2023

The Fun Number Part 2: EDU #2303

Jim and Chris continue their discussion on the concept of the Fun Number to explain the rational behind the concept. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E03.mp3 Podcast: Play in new window | Download (Duration: 1:17:00 — 35.2MB) Subscribe:...

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The Fun Number Part 1: EDU #2302

January 11, 2023

The Fun Number Part 1: EDU #2302

Jim and Chris begin their detailed discussion on the concept of the fun number and WHY we focus on it as part of our approach. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E02.mp3 Podcast: Play in new window | Download (Duration: 1:12:36 — 33.2MB) Subscribe:...

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Prologue To Discussing The Fun Number: EDU #2301

January 4, 2023

Prologue To Discussing The Fun Number: EDU #2301

Jim and Chris sit down to discuss the concept of the “Fun Number” and how we go about estimating the fun number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E01.mp3 Podcast: Play in new window | Download (Duration: 1:12:48 — 33.3MB) Subscribe:...

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Social Security, COLAs, PIAs, Annuities, and Fun Spending: Q&A #2240

October 1, 2022

Social Security, COLAs, PIAs, Annuities, and Fun Spending: Q&A #2240

Jim and Chris sit down to discuss listeners questions relating to Social Security, COLAs, PIAs, annuities, and fun spending. (7:30) A listener asks about the restricted application strategy for Social Security and how it’s monitored/regulated. (16:30) George from Ohio looks for clarification on his spouses Social Security benefit and cost of living adjustment (COLA) for being born in 1961....

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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.