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 These recorded broadcasts may contain outdated or obsolete information.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).
Listen to our podcasts on iTunes!
July 9, 2016
A listener recently emailed a question regarding a Long Term Care (LTC) insurance policy that will return your premiums as a death benefit if you die before you can use the long term care or if you cancel the policy . Jim, Chris and Justin Fundalinski answer the question and discuss options for long term care insurance. Plus, what is the difference between an investment manager and a retirement...Listen Now
July 2, 2016
Jim, Chris and special guest Justin Fundalinski answer an interesting question from a listener who wanted to know if he would be better off with a Deferred Income Annuity or a Long Term Care insurance policy. This show discusses Qualified Longevity Annuity Contracts (QLAC) which are fixed insurance products. QLACs are offered for sale through Jim Saulnier and Associates LLC. Cambridge does not...Listen Now
June 25, 2016
Considering the outcome of the Brexit vote, Jim and Chris discuss the recent volatility in the equity market. They also answer emails and calls from listeners including two questions regarding the wisdom of retiring from one job and taking another in order to gain a different retirement benefit, and a question regarding the Social Security Widows Benefit....Listen Now
June 18, 2016
If you leave your job for another one or you decide to retire, what do you do with your retirement accounts? Depending on your age and your situation, your options will differ but as Jim and Chris discuss, your best options may not be as straightforward as they may seem. Also, as a follow-up to their precious QLAC shows, Jim and Chris answer a question from a listener who asks how to get out of...Listen Now
June 11, 2016
Jim and Chris discuss some common IRA tax mistakes that are made by tax preparers, including problems with Form 5329, issues regarding misinformation on the 60 day IRA rollover rule, mistakes surrounding year-of-death Required Minimum Distributions and more. http://s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-06-11-16.mp3 Podcast: Play in new window | Download (Duration: 1:43:04 —...Listen Now
June 4, 2016
Jim and Chris discuss some of the new findings in retirement planning that Jim learned about during his Ed Slott training in May, including findings regarding spending in retirement and taxation in retirement. They also answer a Social Security question from a listener: If you’ve claimed your Social Security benefit and then take a part time job, do you still have to contribute to Social...Listen Now