Our Retirement Planning Process and Philosophy Part 1: EDU #2417

April 24, 2024

Our Retirement Planning Process and Philosophy Part 1: EDU #2417

Jim and Chris continue their walk through of their philosophy and approach to retirement planning while sharing details on elements like the Minimum Dignity Floor, Secure Income, See-Through Portfolios, Asset Positioning and the ever-popular Fun Number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E17.mp3 Podcast: Play in new...

Listen Now

Capital Gains and Wash Sale Rule: EDU #2414

April 3, 2024

Capital Gains and Wash Sale Rule: EDU #2414

Jim, Chris, and in-house CPA, Paul sit down to discuss how capital gains and the associated wash sale rule work. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E14.mp3 Podcast: Play in new window | Download (Duration: 57:05 — 26.1MB) Subscribe:...

Listen Now

Safe Withdrawal Rate Vs. Income Annuity: EDU #2345

November 8, 2023

Safe Withdrawal Rate Vs. Income Annuity: EDU #2345

Jim and Chris discuss a listeners email comparing a 4% safe withdrawal rate to purchasing an income annuity for covering his minimum dignity floor (MDF). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E45.mp3 Podcast: Play in new window | Download (Duration: 1:15:35 — 34.6MB) Subscribe:...

Listen Now

Discussing An Article On Traditional Retirement Models Continued: EDU #2343

October 25, 2023

Discussing An Article On Traditional Retirement Models Continued: EDU #2343

Jim and Chris continue their discussion on an article titled, “How Traditional Retirement Models Cost Clients Millions” on Advisor Prospectives website. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E43.mp3 Podcast: Play in new window | Download (Duration: 1:10:34 — 32.3MB) Subscribe:...

Listen Now

Altering The Fun Number In A Small Portfolio: EDU #2308

February 22, 2023

Altering The Fun Number In A Small Portfolio: EDU #2308

Jim and Chris sit down to discuss the approach to the fun number concept and how it can be altered/used in a much smaller portfolio. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E08.mp3 Podcast: Play in new window | Download (Duration: 1:19:04 — 36.2MB) Subscribe:...

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

© 2024, 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.