Why We Manage Assets Our Way Part 3: EDU #2208

February 23, 2022

Why We Manage Assets Our Way Part 3: EDU #2208

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:...

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Retirement Distribution Strategies Discussion: EDU #2122

June 2, 2021

Retirement Distribution Strategies Discussion: EDU #2122

Jim and Chris sit down to discuss and provide input on a recent article about eight different retirement distribution strategies. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E22.mp3 Podcast: Play in new window | Download (Duration: 1:16:58 — 35.2MB) Subscribe:...

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Asset Positioning and Distribution Planning: EDU #2036

September 9, 2020

Asset Positioning and Distribution Planning: EDU #2036

Jim and Chris discuss a listener’s topic of asset positioning and asset distribution planning throughout retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E36.mp3 Podcast: Play in new window | Download (Duration: 1:37:13 — 43.4MB) Subscribe:...

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

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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.