Buffered Products In A Retirement Portfolio Part 1: EDU #2314

April 5, 2023

Buffered Products In A Retirement Portfolio Part 1: EDU #2314

Jim and Chris discuss a listeners question on how brokered buffered products compare to insurance buffered products and how could he decide if he should consider them as part of his retirement portfolio. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E14.mp3 Podcast: Play in new window | Download (Duration: 1:32:50 — 42.5MB)...

Listen Now

Social Security, WEP, The Fun Number, and Positioning: Q&A #2307

February 18, 2023

Social Security, WEP, The Fun Number, and Positioning: Q&A #2307

Jim and Chris sit down to discuss listeners questions relating to Social Security, WEP, the fun number, and positioning. (6:30) An Indiana listener looks for clarification on a Social Security survivor benefit and the affects of WEP. (12:30) George from Maryland asks for clarity on his Social Security benefit. (23:00) A listener wonders how to adjust her fun number in the middle of a down stock...

Listen Now

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:...

Listen Now

Clarification On Asset Positioning: EDU #2217

April 27, 2022

Clarification On Asset Positioning: EDU #2217

Jim and Chris sit down to discuss and clarify listeners questions relating to our asset management concept of positioning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E17.mp3 Podcast: Play in new window | Download (Duration: 1:05:02 — 29.8MB) Subscribe:...

Listen Now

Why We Manage Assets Our Way: EDU #2206

February 9, 2022

Why We Manage Assets Our Way: EDU #2206

Jim and Chris sit down to discuss the first part in a new series discussing WHY we manage assets our way at Jim Saulnier & Associates. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E06.mp3 Podcast: Play in new window | Download (Duration: 1:22:17 — 37.7MB) 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

© 2024, 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.