Our Retirement Planning Process Questions Answered: EDU #2435

August 28, 2024

Our Retirement Planning Process Questions Answered: EDU #2435

With Jim out sick, one of the other planners at Jim Saulnier & Associates, Jake Turner, joins Chris to discuss some questions that have come in about the retirement planning process. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E35.mp3 Podcast: Play in new window | Download (Duration: 1:19:20 — 36.3MB) Subscribe:...

Listen Now

Miscellaneous Retirement Planning Topics: EDU #2251

December 21, 2022

Miscellaneous Retirement Planning Topics: EDU #2251

Jim and Chris sit down to discuss a handful of different retirement planning topics that came up throughout the year. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E51.mp3 Podcast: Play in new window | Download (Duration: 1:14:07 — 33.9MB) Subscribe:...

Listen Now

Discussing An Article On Retirement: EDU #2244

November 2, 2022

Discussing An Article On Retirement: EDU #2244

Jim and Chris sit down to discuss and give their thoughts on a short article from Barron’s online titled, “Retired? Here are Three Things You Need To Get Right”. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E44.mp3 Podcast: Play in new window | Download (Duration: 1:07:12 — 30.8MB) Subscribe:...

Listen Now

Q&A: Retirement Readiness and Minimizing Taxes

March 23, 2019

Q&A: Retirement Readiness and Minimizing Taxes

Whether you’re 35 or 55 you’re probably thinking about your retirement readiness. Who hasn’t asked “Can I retire yet?” at some point? This week Jim and Chris answer that very question from a Minnesota listener. Jo Madonna,  an Enrolled Agent, also joins the guys again to answer more listener questions about minimizing taxes....

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

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.