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 These recorded broadcasts may contain outdated or obsolete information.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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August 16, 2014
Jim and Chris talk about a wide variety of retirement planning topics today. Is accessing money from your retirement account early a good idea, and how can you do it? What are prohibited transactions with an IRA? How does claiming personal and spousal Social Security benefits work for a couple when the higher-earning spouse claims before full retirement age? Podcast: Play in new window |...Listen Now
August 9, 2014
Do you know how higher health care costs, longer life expectancy or the other five challenges are going to impact your retirement? And more importantly… do you know how to mitigate them? Listen to today’s show to find out! Podcast: Play in new window | Download (Duration: 1:43:00 —...Listen Now
August 2, 2014
The Retirement and IRA Show has gone international! Jim answers two questions from a listener in Japan: What can you do with a company 401(k) at retirement and what happens if you have pre- and post-tax money in a 401(k)? Jim also talks with another listener who wants to know what advantages there are to dollar cost averages. We’re thankful for all our listeners! Please send us an email...Listen Now
July 26, 2014
You’ve probably heard Jim and Chris mention the term “IRA Custodian” once or twice, but do you really know what IRA Custodians are or what they do? Listen to today’s show to find out. Podcast: Play in new window | Download (Duration: 1:42:58 —...Listen Now
July 19, 2014
The US Government would like to encourage people to annuitize a portion of their assets, so on July 1, 2014, they finalized the regulations authorizing the creation of QLACs; Qualifying Longevity Annuity Contracts. QLACs aren’t available yet, but you can listen in to today’s show to find out what a QLAC is and what the government’s rules for them are. Podcast: Play in new...Listen Now
July 12, 2014
This really is a retirement planning variety show: Jim and Chris answer listeners’ questions on multiple different retirement topics. How can you take a loan from a 401(k) account? What assets are the better ones to leave to a disabled child? Do the 5 year rule for Roth IRAs and the 10% penalty for taking money out of a Roth IRA before age 59 1/2 apply to a Roth 401(k)? Can you combine...Listen Now