Discussing The Financial Planning Challenge and Associated Quiz Continued: EDU #2328

July 12, 2023

Discussing The Financial Planning Challenge and Associated Quiz Continued: EDU #2328

Jim and Chris sit down to continue their discussion on an article and quiz relating to the financial planning challenge. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E28.mp3 Podcast: Play in new window | Download (Duration: 1:28:16 — 40.4MB) Subscribe:...

Listen Now

Discussing The Financial Planning Challenge and Associated Quiz: EDU #2327

July 5, 2023

Discussing The Financial Planning Challenge and Associated Quiz: EDU #2327

Jim and Chris sit down to discuss an article and quiz relating to the financial planning challenge. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E27.mp3 Podcast: Play in new window | Download (Duration: 54:17 — 24.8MB) Subscribe:...

Listen Now

The Basics Of Annuities: EDU #2325

June 21, 2023

The Basics Of Annuities: EDU #2325

Jim and Chris sit down to discuss the basics of annuities and where we see them fitting in within our retirement planning philosophy. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E25.mp3 Podcast: Play in new window | Download (Duration: 1:11:20 — 32.7MB) Subscribe:...

Listen Now

When To Consider An Annuity: EDU #2324

June 14, 2023

When To Consider An Annuity: EDU #2324

Jim and Chris continue their discussion on annuity related topics and when to consider the use of an annuity within your retirement plan. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E24.mp3 Podcast: Play in new window | Download (Duration: 1:21:19 — 37.2MB) Subscribe:...

Listen Now

RMD Correction and Annuities in Retirement: EDU #2323

June 7, 2023

RMD Correction and Annuities in Retirement: EDU #2323

Jim and Chris sit down to discuss a few housekeeping items relating to post-Required Minimum Distribution (RMD) Roth conversions. Then, they dive into their retirement planning philosophy around annuities. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E23.mp3 Podcast: Play in new window | Download (Duration: 1:09:14 —...

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

© 2026, Jim Saulnier & Associates All rights reserved.

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.