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 These recorded broadcasts may contain outdated or obsolete information.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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Investment Advisor Fee Pitfalls
June 10, 2017
Jim and Justin discuss the new Department of Labor fiduciary rule and the pitfalls it can create when paying for financial planning fees from an IRA. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-06-10-2017.mp3 Podcast: Play in new window | Download (Duration: 1:46:07 — 48.6MB) Subscribe:...
Listen NowIRA Conversions and Ed Slott Updates
June 3, 2017
Jim and Chris received an email question from a listener regarding IRA conversions. The listener has after-tax contributions in a Traditional IRA. The listener would like to know how to convert that money to a Roth IRA without triggering a tax event. Jim also recently attended the Ed Slott training conference in Kansas City. He gives listeners an update on what he learned....
Listen NowMemorial Day Weekend
May 27, 2017
We’re taking the weekend off for Memorial Day so there’s no new show this week. We’ll be back on June 3.
Listen NowSingle Premium Immediate Annuities (part 2)
May 20, 2017
As a continuation of their earlier discussion of Single Premium Immediate Annuities, Jim and Chris discuss taxation of annuities with Justin Fundalinski. Jim and Chris also discuss riders to annuities, mortality credits and other key terms to consider when purchasing an annuity....
Listen NowSingle Premium Immediate Annuities (part 1)
May 13, 2017
Jim and Chris received a number of questions regarding Single Premium Immediate Annuities (SPIAs), but what exactly is a SPIA, who can best make use of them, and when should you purchase one? http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-06-03-2017a.mp3 Podcast: Play in new window | Download (Duration: 1:43:03 — 47.2MB) Subscribe:...
Listen NowRecap of the Retirement Income Summit
May 6, 2017
Recently, Jim attended the Retirement Income Summit in Chicago. He and Chris dicsuss some of the more interesteing and useful tidbits he learned at the summit. Jim and Chris also debut a new segment of the show called “Advisors Who Have Gotten In Trouble With Regulatory Authorities”. It’s a little unwieldly for a segement title (they’ll come up with a better one soon),...
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