Our Retirement Planning Process and Philosophy Part 13: EDU #2438

September 18, 2024

Our Retirement Planning Process and Philosophy Part 13: EDU #2438

Jim and Chris finish their long-running series about their retirement planning process with a final discussion about asset positioning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E38.mp3 Podcast: Play in new window | Download (Duration: 1:39:03 — 45.3MB) Subscribe:...

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Our Retirement Planning Process and Philosophy Part 11: EDU #2436

September 4, 2024

Our Retirement Planning Process and Philosophy Part 11: EDU #2436

Jim and Chris continue the recent series on their philosophy/approach to retirement planning and discuss how their “positioning” approach differs from the classic “bucket” approach to saving and budgeting. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E36.mp3 Podcast: Play in new window | Download...

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Our Retirement Planning Process and Philosophy Part 8: EDU #2432

August 7, 2024

Our Retirement Planning Process and Philosophy Part 8: EDU #2432

Jim and Chris continue their discussion of “seesaw assets” and balancing fun spending during the “go-go” years while keeping some reserves for aging expenses later in life. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E32.mp3 Podcast: Play in new window | Download (Duration: 1:12:06 — 33.0MB)...

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Risks Retirees Face In Retirement: EDU #2240

October 5, 2022

Risks Retirees Face In Retirement: EDU #2240

Jim and Chris sit down to discuss a recent paper from the Center For Retirement Research about retirees and the different risks they face in retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E40.mp3 Podcast: Play in new window | Download (Duration: 1:33:20 — 40.6MB) Subscribe:...

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Differing Approaches To Retirement: EDU #2215

April 13, 2022

Differing Approaches To Retirement: EDU #2215

Jim and Chris sit down to discuss the rather philosophical topic of differing approaches to retirement and longevity of retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E15.mp3 Podcast: Play in new window | Download (Duration: 1:24:35 — 38.7MB) Subscribe:...

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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.