Our Retirement Planning Process and Philosophy Part 4: EDU #2420

May 15, 2024

Our Retirement Planning Process and Philosophy Part 4: EDU #2420

Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E20.mp3 Podcast: Play in new...

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Target Outcome TIPS ETFs: EDU #2402

January 10, 2024

Target Outcome TIPS ETFs: EDU #2402

Jim and Chris sit down to continue to their discussion on some defined outcome treasury inflation protected securities (TIPS) ETFs. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E02.mp3 Podcast: Play in new window | Download (Duration: 1:02:21 — 28.5MB) Subscribe:...

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Quarterly Dialogue: Funding The Minimum Dignity Floor (MDF): EDU #2352

December 27, 2023

Quarterly Dialogue: Funding The Minimum Dignity Floor (MDF): EDU #2352

Jim and Chris continue their quarterly dialogue discussing listener emails relating to funding the MDF while considering SPIAs, interest rates, inflation, risk tolerance and planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E52.mp3 Podcast: Play in new window | Download (Duration: 1:32:47 — 42.5MB) Subscribe:...

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Quarterly Dialogue: Inflation: EDU #2350

December 13, 2023

Quarterly Dialogue: Inflation: EDU #2350

Jim and Chris continue their quarterly dialogue series discussing a couple listener questions on how they address inflation.     https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E50.mp3 Podcast: Play in new window | Download (Duration: 1:19:30 — 36.4MB) Subscribe:...

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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:...

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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.