Different Approaches To Retirement Planning: EDU #2405

January 31, 2024

Different Approaches To Retirement Planning: EDU #2405

Jim and Chris take a deep dive on a listeners email describing their approach to retirement planning and provide their own input. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E05.mp3 Podcast: Play in new window | Download (Duration: 1:09:16 — 31.7MB) Subscribe:...

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Reexamining The Fun Number, MDF and Secure Income Part 5: EDU #2338

September 20, 2023

Reexamining The Fun Number, MDF and Secure Income Part 5: EDU #2338

Jim and Chris sit down to continue their dialogue on feedback from listeners about how they’re doing their own retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E38.mp3 Podcast: Play in new window | Download (Duration: 1:11:36 — 32.8MB) Subscribe:...

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Reexamining The Fun Number, MDF and Secure Income Part 2: EDU #2335

August 30, 2023

Reexamining The Fun Number, MDF and Secure Income Part 2: EDU #2335

Jim and Chris sit down to continue their discussion on the concept of the fun number, minimum dignity floor (MDF), and secure income. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E35.mp3 Podcast: Play in new window | Download (Duration: 1:10:59 — 32.5MB) Subscribe:...

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Reexamining The Fun Number, MDF and Secure Income: EDU #2334

August 23, 2023

Reexamining The Fun Number, MDF and Secure Income: EDU #2334

Jim and Chris sit down to discuss and reexamine the concept of the fun number, minimum dignity floor (MDF), and secure income. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E34.mp3 Podcast: Play in new window | Download (Duration: 1:31:24 — 41.8MB) Subscribe:...

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Social Security, Inherited IRAs, and The SIPC: Q&A #2312

March 25, 2023

Social Security, Inherited IRAs, and The SIPC: Q&A #2312

Jim and Chris discuss questions relating to Social Security, Inherited IRAs, and the Securities Investor Protection Corporation (SIPC). (13:30) A listener in Georgia asks a couple of questions pertaining to his sister’s ability to claim a Social Security benefit. (28:00) The same listener from above looks for clarification on the rules relating to his sisters inherited IRA RMDs. (47:15) A...

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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.