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 These recorded broadcasts may contain outdated or obsolete information.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!
Non-Taxed SS, Unexpected Life Changes, 401ks, IRAs and Other Investments: Q&A #2001
January 4, 2020
The discussion for Jim and Chris today lands on topics such as non-taxed portions of Social Security income, unexpected life changes, and questions regarding 401(k)s, IRAs, and deferred compensation plans. (9:50) An Illinois listener wonders if his un-taxed Social Security income will count toward MAGI for determination of Medicare premiums. (18:55) Jim and Chris discuss a Utah listener’s...
Listen NowSummary of the SECURE Act: EDU #1946
January 1, 2020
What is the SECURE Act? The acronym stands for “Setting Every Community Up for Retirement Enhancement,” and Jim and Chris discuss this recent Act and the 5 key changes that affect retirees in legislation passed in 2019—including the death of the stretch IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E46.mp3...
Listen NowConstructive Receipts, Living on Basis, Pension Plan Consultants, and More: Q&A #1948
December 21, 2019
Jim and Chris discuss five questions today, such as the concept of constructive receipts, H&R Block, living on basis, and more! (10:10) A listener provides a web resource related to the concept of constructive receipts as it relates to 60-day rollovers. (26:05) A Marylander wants to know why Jim isn’t too fond of H&R Block. (31:35) Georgie Girl is intrigued by “living on...
Listen NowDetermining What You’re Paying Your Financial Advisor: EDU #1945
December 18, 2019
Jim and Chris address a listener’s email about how to determine what you’re paying your financial advisor. This question stems from a previous podcast episode in which Jim and Chris discussed advisor fees—here they discuss confirming your fee calculations to be sure you’ve got it right....
Listen NowQuarterly Estimated Payments, Early Retiring, & Distribution Management: Q&A #1947
December 14, 2019
Jim pauses cheering on the New England Patriots to discuss with Chris some follow-up about 60-day Rollovers, quarterly estimated payments, early retiring, and distribution management. (10:15) A Virginian mentions some resources related to 60-day rollovers. (18:05) Tom Brady (just kidding!) would like to discuss quarterly estimated payments regarding taxes in retirement. (31:25) A Green Bay...
Listen NowFees in Equity Trades: EDU #1944
December 11, 2019
Some questions have come up about fees in equity trades. Jim and Chris talk about how brokerage services can still make money even if they offer commission-free trades. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E44.mp3 Podcast: Play in new window | Download (Duration: 39:39 — 18.2MB) Subscribe:...
Listen Now
