Our Retirement Planning Process and Philosophy Part 10: EDU #2434

August 21, 2024

Our Retirement Planning Process and Philosophy Part 10: EDU #2434

Jim and Chris continue their recent series on our philosophy/approach and discuss potentially using home equity to fund Aging/LTC needs. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E34.mp3 Podcast: Play in new window | Download (Duration: 55:56 — 25.6MB) Subscribe:...

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Our Retirement Planning Process and Philosophy Part 9: EDU #2433

August 14, 2024

Our Retirement Planning Process and Philosophy Part 9: EDU #2433

Jim and Chris continue their discussion of “seesaw assets” and leveraging a long-term care insurance policy to increase your Aging/LTC reserve. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E33.mp3 Podcast: Play in new window | Download (Duration: 1:27:31 — 40.1MB) Subscribe:...

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Our Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428

July 10, 2024

Our Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428

Jim and Chris discuss listener submissions with advice on how we can describe our retirement planning approach in 10 minutes or less. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E28.mp3 Podcast: Play in new window | Download (Duration: 1:24:09 — 38.5MB) Subscribe:...

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Covering MDF With Lifetime Secure Income: EDU #2426

June 26, 2024

Covering MDF With Lifetime Secure Income: EDU #2426

Jim and Chris wind down national annuity awareness month by discussing covering MDF with lifetime secure income via an annuity. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E26.mp3 Podcast: Play in new window | Download (Duration: 1:18:43 — 36.0MB) Subscribe:...

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Income Benefits Of Non-Annuitized Annuities: EDU #2424

June 12, 2024

Income Benefits Of Non-Annuitized Annuities: EDU #2424

Jim and Chris continue their discussion from last weeks QA show regarding the income benefits of a non annuitized annuity. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E24.mp3 Podcast: Play in new window | Download (41.0MB) Subscribe:...

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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.