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 These recorded broadcasts may contain outdated or obsolete information.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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Money In the Wrong Retirement Account
February 10, 2018
In response to a listener in Ohio, Jim and Chris discuss what to do when money gets rolled over into the wrong IRA retirement account (especially when you don’t notice it for a while)? Jim and Chris also answer a question from a listener who wanted to know how the new tax law will affect 457 plans. Another listener who works in the financial industry asked when is a good time to bring up...
Listen NowRetirement Plan
February 3, 2018
Jim and Chris chat with a listener from Oregon regarding what to include when writing an investment plan for retirement. They also take a look at what the Tax Cuts and Job Act of 2017 will do to IRA planning. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-02-03-2018-Podcast.mp3 Podcast: Play in new window | Download (Duration: 1:52:46...
Listen NowRoth Conversions During the “Tax Planning Window”
January 27, 2018
Jim, Chris and Justin had a live caller from Texas who asked about Roth IRA conversions during his “Tax-planning Window”. He also asked about Special Needs Trusts for his disabled child. A listener from Michigan emailed a question regarding hybrid long-term care insurance policies and how they interact with a Partnership Program for Medicare eligibility. And… even if you retire early...
Listen NowMoney From an IRA to an HSA
January 20, 2018
Jim and Chris answer email questions. A listener in Montana asked if you can roll money over from a traditional IRA to an HSA and consider it an HSA contribution. A listener in Maryland wanted to know if you could write a check from your IRA to a charity and have it count as a QCD (Qualified Charitable Distribution). A third listener wanted to know what do you do if your retirement planner...
Listen NowHSA Accounts and Other Questions
January 13, 2018
Jim and Chris answered two long lost emails from October. One from an Arkansas listener who asked if his employer’s new HSA account was a good way for him to save for future healthcare expenses. The second was from an Ohio listener who wondered what Jim’s and Chris’s thoughts were on retirees carrying a mortgage into retirement. A more recent email question came from a woman who...
Listen NowSocial Security Show
January 6, 2018
For this show, Jim and Chris answer a number of listener questions on Social Security. A Wisconsin listener asked if his SS benefit will be impacted if he works for lower wages after age 62 than what he made before age 62. Two Florida listeners sent emails. One wondered if there was any way a 90 year old who never claimed his Social Security benefits could receive all those missed years. The...
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