Summer Holiday

July 10, 2019

Summer Holiday

Thanks for checking in with us this week! We took some time off last week for the Independence Day holiday and don’t have new content for you this time around. Check back next week for a new Retirement and IRA Show EDU!

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Social Security Benefits Timing, Filing Retroactively – Q&A #1926

July 6, 2019

Social Security Benefits Timing, Filing Retroactively – Q&A #1926

With Jim out of the office, Chris catches up on Social Security questions, including three on aspects of Social Security Benefits timing and one from an Alaska listener considering filing retroactively. (3:32) A South Dakotan is having difficulty accessing their Social Security account and wondering how long it will take to get their first benefit check. (8:15) An Alaska listener is considering...

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What is Benchmarking? – Edu #1925

July 3, 2019

What is Benchmarking? – Edu #1925

Scott Roark; PhD, Investment Specialist and CSU Finance Professor, joins Jim and Chris to take a close look at what Benchmarking is and why it’s important. The guys also discuss some of the reasons investment firms and advisers may not benchmark. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E25.mp3 Podcast: Play in new...

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Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

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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.