Discussing Long-Term Care (LTC): EDU #2245

November 9, 2022

Discussing Long-Term Care (LTC): EDU #2245

Jim, Chris, and in-house aging/long-term care (LTC) expert, Greg Darden sit down to discuss and answer a couple questions on long-term care. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E45.mp3 Podcast: Play in new window | Download (Duration: 1:05:54 — 30.2MB) Subscribe:...

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Social Security, 72t IRA Rules, and Hiring A Financial Advisor: Q&A #2245

November 5, 2022

Social Security, 72t IRA Rules, and Hiring A Financial Advisor: Q&A #2245

Jim and Chris sit down to discuss listeners questions relating to Social Security, 72t IRA rules, and the timing for hiring a financial advisor. (16:15) George from Texas looks for clarification on the effects WEP will have on his spouses Social Security estimated benefit. (33:30) A Michigan listener wonders about Social Security amounts in high and low inflationary environments when turning age...

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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:...

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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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All About The Minimum Dignity Floor (MDF) Part 5: EDU #2235

August 31, 2022

All About The Minimum Dignity Floor (MDF) Part 5: EDU #2235

Jim and Chris sit down to continue their discussion on the Minimum Dignity Floor (MDF) and answer a couple of listeners questions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E35.mp3 Podcast: Play in new window | Download (Duration: 1:10:21 — 32.2MB) 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.