Our Past Shows
Here you will find a year's worth of our past radio shows. Please understand, due to compliance and supervisory guidelines, there is a lag time from when a show first broadcasts to when it can be listed here for later playback. If the show you want is not available, please check back again soon.
Although Jim and Chris strive to make their show ─ and the information presented − topical and pertinent at the time of original broadcast, please recognize the financial world is constantly changing and evolving. These recorded broadcasts may contain outdated or obsolete information. Never make any financial, tax or investment decisions with information contained on these shows without first consulting with your legal, tax and/or financial advisor(s).
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Q&A: Pension Options, Roth Conversions, Social Security
November 10, 2018
This week Jim and Chris discuss a listener’s question about ways of dealing with his State of Kentucky pension now that he’s working for the State of Ohio. The guys also answer a Louisiana listener’s question about Roth Conversions. Four listeners (from Florida, Michigan, Tennessee, and Texas) had Social Security questions this week, including repaying benefits after...
Listen NowEdu: Roth 5 Year Rule
November 7, 2018
The Roth 5 Year Rule sounds simple: you can withdraw the earnings from your Roth IRA, tax-free, 5 years after your first contribution. Is it really that simple? Does the rule apply to a Roth 401k? Does a Roth Conversion from your IRA change anything? On this episode Jim and Chris delve into the nuances of the Roth 5 Year Rule to answer those questions and more....
Listen NowQ&A: 401k Clarifications, HSA Rules, and SS Spousal Benefits
November 3, 2018
Need some clarification on the 401k “Rule of 55”? Can you contribute to a previous employer’s HSA? Does purchasing a SPIA of DIA with money from your IRA remove the 10% early withdrawal penalty? This week Jim and Chris address these listener questions as well as more Social Security Spousal Benefit questions from listeners in Arizona, Colorado, and North Carolina....
Listen NowEdu: Annuity Pros and Cons, Part 2
October 31, 2018
Jim and Chris continue their discussion in response to a skeptical listener’s email. They move the focus from how annuities work, to how and why they might or might not work as part of an investment strategy. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E06.mp3 Podcast: Play in new window | Download (Duration: 52:33...
Listen NowQ&A: 401k Loan, Long-term Care Insurance, SS Benefits
October 27, 2018
Jim and Chris answer a lot of great questions this weeks. One listener ponders a 401k loan, another from Minnesota wonders if Long-term Care Insurance is still viable. In addition two questions about Social Security Benefits are answered. The first from a Mississippi listener asks about the delaying Social Security Benefits, the second asks about working while receiving Survivor Benefits....
Listen NowEdu: Annuity Pros and Cons
October 24, 2018
Annuities: love them or hate them? In this episode, Jim and Chris respond to a skeptical listener’s email and go in-depth on Annuities. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E05.mp3 Podcast: Play in new window | Download (Duration: 50:43 — 23.2MB) Subscribe: Apple Podcasts | Android |...
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