Why We Manage Assets Our Way Part 5: EDU #2210
March 9, 2022
Jim and Chris discuss the fifth part in our series discussing why we manage assets our way and how we structure our fees. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E10.mp3 Podcast: Play in new window | Download (Duration: 1:11:28 — 32.7MB) Subscribe:...
Listen NowWhy We Manage Assets Our Way Part 4: EDU #2209
March 2, 2022
Jim and Chris discuss the fourth part in our series discussing why we manage assets our way and the concept of positioning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E09.mp3 Podcast: Play in new window | Download (Duration: 1:34:05 — 43.1MB) Subscribe:...
Listen NowWhy We Manage Assets Our Way Part 3: EDU #2208
February 23, 2022
Jim and Chris sit down to discuss part three of our series on how we approach asset management here at Jim Saulnier & Associates. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E08.mp3 Podcast: Play in new window | Download (Duration: 1:22:16 — 37.7MB) Subscribe:...
Listen NowTax Diversification, Roth Conversions, and IRMAA: Q&A #2208
February 19, 2022
Jim, Chris, and in-house CPA, Bob Palechek discuss tax specific questions relating to MDF spending, tax diversification, Roth conversions, and IRMAA. (3:30) A member of the Rock Retirement Club requests clarification on how we account for taxes in our Minimum Dignity Floor concept of funding a retirement spending plan. (16:15) George from North Carolina asks a question about asset location, tax...
Listen NowWhy We Manage Assets Our Way Part 2: EDU #2207
February 16, 2022
Jim and Chris sit down to continue their discussion on why we approach asset management our way at Jim Saulnier & Associates. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E07.mp3 Podcast: Play in new window | Download (Duration: 1:21:10 — 37.2MB) Subscribe:...
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