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 These recorded broadcasts may contain outdated or obsolete information.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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Miscellaneous Social Security Questions: Q&A #2041
October 10, 2020
Chris tries to get caught up while Jim is out of the office and answers miscellaneous Social Security questions. (3:00) A listener has a question about whether or not a 401A plan is the same as a DCP plan. (12:05) A listener from Alabama has a couple of questions regarding his father-in-law’s Social Security benefit. (18:00) A Californian couple asks a question about their disabled...
Listen NowTrusts and Choosing a Trustee: EDU #2040
October 7, 2020
Chris discusses trusts and choosing a trustee with attorney and CPA, David Greene, from First Covenant Trust and Advisors. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E40.mp3 Podcast: Play in new window | Download (Duration: 1:06:13 — 29.5MB) Subscribe:...
Listen NowSocial Security, Mega Backdoor Roth Strategies, and QLACs: Q&A #2040
October 3, 2020
Jim and Chris answer questions covering Social Security, Mega Backdoor Roth conversion strategies, and Qualified Longevity Annuity Contracts. (6:00) A Pennsylvanian asks about various claiming strategies of Social Security survivor benefits. (13:45) Georgette from California asks a question about which date she should file for Social Security benefits. (29:35) George from Illinois asks about...
Listen NowPotential Tax Implications Post-Election: EDU #2039
September 30, 2020
Jim and Chris compare and contrast current and proposed tax implications from the results of the upcoming Presidential Election. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E39.mp3 Podcast: Play in new window | Download (Duration: 1:10:40 — 31.8MB) Subscribe:...
Listen NowEstate Tax Exemption, 401(k)s, Roth IRAs, and Backdoor Roth IRAs: Q&A #2039
September 26, 2020
Jim and Chris discuss some questions on the lifetime estate tax exemption, locating old 401(k)s, Roth IRA conversion limits, and backdoor Roth contributions. (8:38) Georgette asks a question about the lifetime estate tax exemption. (21:55) George wonders what the best way to locate an old 401(k) is. (38:50) A Pennsylvanian asks about the limits of Roth IRA conversions that can be made each year....
Listen NowDiscussion of the Financial Planning Industry CONTINUED: EDU #2038
September 23, 2020
Jim and Chris continue the discussion from last week’s EDU show about their thoughts on the financial planning industry. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E38.mp3 Podcast: Play in new window | Download (Duration: 1:21:54 — 36.3MB) Subscribe:...
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