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 These recorded broadcasts may contain outdated or obsolete information.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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Restricted Spousal Benefits, Survivor Benefits, Laid-Off Effects: Q&A #1943
November 9, 2019
While Jim is out elk hunting, Chris flies solo answering topics about restricted spousal benefits, survivor benefits, and laid-off effects on Social Security. (4:10) A fellow Coloradoan asks questions about benefit amounts after filing for restricted spousal benefits. (9:55) An Oklahoma listener wants to confirm information about survivor benefits. (13:40) A Georgia listener would like to...
Listen NowNew Roth Conversion Strategy: EDU #1940
November 6, 2019
Now that you can no longer recharacterize, do you need a new Roth Conversion strategy? Chris discusses how the loss of recharacterization ability can affect not only how much you convert into a Roth, but when you choose to convert it. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E40.mp3 Podcast: Play in new window | Download...
Listen NowAnnuities within Stretch IRA, 10-Yr Rule, Roth Conversions, SS Benefits: Q&A #1942
November 2, 2019
Jim and Chris address the topics of the 10-Year Rule, annuities within a stretch IRA, Roth Conversions, and if Social Security benefits are affected by remarriage. (18:15) A listener from Georgia asks how specific the 10-year rule is. (23:45) A Floridian asks how annuities are affected if a stretch IRA goes away. (33:00) A Tennessee listener seeks wisdom when considering paying the taxes on a...
Listen NowMissed 60-Day Rollover Deadline: EDU #1939
October 30, 2019
What happens with a missed 60-day rollover deadline? Jim and Chris discuss past situations by reviewing the IRS’s PLR (private letter rulings). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E39.mp3 Podcast: Play in new window | Download (Duration: 43:45 — 20.0MB) Subscribe:...
Listen NowInvesting in Oil, Living on Basis, Filing Retroactively: Q&A #1941
October 26, 2019
Jim and Chris put a dent in their email stack this week, answering 5 questions. They share listener feedback on investing in oil and gas, address what “living on basis” means, and more. 4:30 A listener shares his experience with investing in oil and gas. 13:39 Follow-up from a Massachusetts listener on his ACA tax credit question addressed in a previous episode. 16:15 Jim expands on...
Listen NowIs AUM Better for the Client?: EDU #1938
October 23, 2019
Is an Assets Under Management (AUM) model always better for the client than Commissions? And what does it really mean to be a fiduciary? You may have heard about Ken Fisher’s recent rude remarks. While the words themselves are offensive, Jim and Chris explain why they also take issue with the sentiment he was attempting to not-so-politely express....
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