Our Retirement Planning Process and Philosophy Part 1: EDU #2416

April 17, 2024

Our Retirement Planning Process and Philosophy Part 1: EDU #2416

This is the introductory show of a series Jim and Chris are calling ”Revealing the Secure Retirement Income Process”.  On the next several shows they will walk you through 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....

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Our Retirement Planning Process Prequel: EDU #2415

April 10, 2024

Our Retirement Planning Process Prequel: EDU #2415

Jim and Chris sit down to revisit our retirement planning process and a recent article written by Bloomberg.   Link to article: Wall Street Just Doesn’t Get It on Retirement – Bloomberg https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E15.mp3 Podcast: Play in new window | Download (Duration: 1:22:14 — 37.6MB)...

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Retirement Planning Dialogue Series 3: EDU #2413

March 27, 2024

Retirement Planning Dialogue Series 3: EDU #2413

Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E13.mp3 Podcast: Play in new window | Download (Duration: 1:11:00 — 32.5MB) Subscribe:...

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Retirement Planning Dialogue Series 2: EDU #2412

March 20, 2024

Retirement Planning Dialogue Series 2: EDU #2412

Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E12.mp3 Podcast: Play in new window | Download (Duration: 1:18:43 — 36.0MB) Subscribe:...

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Retirement Planning Dialogue Series 1: EDU #2411

March 13, 2024

Retirement Planning Dialogue Series 1: EDU #2411

Jim and Chris kick off a dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E11.mp3 Podcast: Play in new window | Download (Duration: 1:13:56 — 33.8MB) 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.