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 These recorded broadcasts may contain outdated or obsolete information.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!
Reducing Income Taxes, ACA Tax Credit, and SS Retirement Date: Q&A #1939
October 12, 2019
Jo Madonna joins Jim and Chris this week to help answer tax questions related to reducing income taxes and ACA tax credit. Then the guys address a Social Security quandary. 4:55 A Connecticut caller wants to know how to reduce income taxes on a large severance check. 29:36 A listener from Massachusetts looks for clarification on qualifying for the ACA tax credit. 1:00:46 An Arizonan asks if SSA...
Listen NowAdviser Fees, Part 3: Edu #1936
October 9, 2019
Jim and Chris finish their Edu series on Adviser fees. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E36.mp3 Podcast: Play in new window | Download (Duration: 1:18:08 — 35.8MB) Subscribe:...
Listen NowConversion Cons, Social Security Benefit Reduction, Appeals, and Disability: Q&A #1938
October 5, 2019
This week Jim and Chris address listener questions on the potential downsides to Roth Conversions and several Social Security topics, including the 2035 Social Security benefit reduction, appealing a temporary benefit reduction, and the possibility of additional assistance from Social Security. 9:30 Chris weighs in on a Florida listener’s question regarding appealing a skipped benefit...
Listen NowSurvivor Benefits, 1031 Exchange, Cost Basis Step Up, Capital Gains: Q&A #1937
September 28, 2019
Jim and Chris offer their insights on questions about Social Security survivor benefits, then Tax Professional, Jo Madonna helps answer questions on the 1031 exchange, cost basis, and capital gains. 3:15 Chris answers a caller’s questions about and Social Security Delayed Retirement Credits and Survivor Benefits. 12:17 Jo Madonna helps answer an Idaho/Washington listener’s question...
Listen Now401k Plan Options: EDU #1935
September 25, 2019
Did you know that your company may not allow some of the 401k plan options that Congress does allow? Jim and Chris take a deeper look at some of the more common examples of these options. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E35.mp3 Podcast: Play in new window | Download (Duration: 1:02:37 — 28.7MB) Subscribe:...
Listen NowLegacy Act, Grace Year, SEP, Dividends as Secure Income: Q&A #1936
September 21, 2019
Jim and Chris discuss the Legacy Act then address questions about Social Security, using a SEP for backdoor Roth contributions, and using dividends as a secure income stream. 6:01 Jim and Chris discuss the ‘Legacy Act’ for IRAs that is might be enacted soon. 18:44 An email question from a Connecticut listener about Social Security benefits rules. 29:38 An Alabama listener wonders if...
Listen Now
