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 These recorded broadcasts may contain outdated or obsolete information.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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Financial Adviser Fees, Part 2: EDU #1934
September 18, 2019
Jim and Chris continue their discussion on Financial Adviser fee structures; this week they focus on Investment Adviser fees. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E34.mp3 Podcast: Play in new window | Download (Duration: 1:32:42 — 42.4MB) Subscribe:...
Listen NowClaiming Spousal Benefits, Deferred Income Plan, Early Retirement Strategies: Q&A #1935
September 14, 2019
This week Jim and Chris answer questions about claiming spousal benefits, deferred income plan, and planning for early retirement. 9:06 A listener wants to know if his wife can claim Social Security Spousal Benefits prior to him claiming his benefits. 17:26 A live caller from Texas has some questions about his employer’s Non-qualified Deferred Income Plan. 45:01 An Indiana listener hopes...
Listen NowFinancial Adviser Fees, Part 1: EDU #1933
September 11, 2019
Can Jim and Chris really spend more than one episode on Financial Adviser Fees? (You might be thinking the real question might be “Should they?”.) According to the guys, the answer to both questions is a resounding “Yes!”. Join Jim and Chris as they begin to explain the many types of fee structures that Advisers and Planners use as well as the regulations behind those...
Listen NowChild-in-Care Spousal Benefits, Trusts, Benchmarking – Q&A #1934
September 7, 2019
This week Jim and Chris answer questions on Child-in-Care Spousal Benefits, types of Trusts and how to protect assets from long-term care costs, and their benchmarking recommendations. 8:30 Chris answers a Virginia listener’s question regarding Social Security Child-in-Care Spousal Benefits. 15:00 A listener asks about types of Trusts and the best way to protect assets from long-term care...
Listen NowHow Retirement Planning is Different – EDU #1932
September 4, 2019
When you retire your life changes, so you need to look at your assets differently. In this “The Opposite Episode”, Jim and Chris explain how retirement planning is different than the financial planning you use to get to retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E32.mp3 Podcast: Play in new window |...
Listen NowACA Premium Tax Credit, Social Security Scam, Backdoor Roth Contributions, Inherited Pre 1987 401k – Q&A #1933
August 31, 2019
Laila Dillsi, CPA and Jo Madonna, E.A. join Jim and Chris to answer a question about the ACA Premium Tax Credit. Then the guys address questions about accessing your Social Security account, backdoor Roth contributions, and an Inherited 401k from pre 1987. 8:57 Laila offers some clarifications for a listener with a question about her Premium Tax Credit article. 29:08 Chris addresses the many...
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