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 These recorded broadcasts may contain outdated or obsolete information.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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Q&A: IRA Contingent Beneficiaries, RMDs, TSP Conversions, IRA to 403b, and Much More
May 18, 2019
This week’s Q&A episode is jam-packed with a variety of interesting topics! Ever wonder if a primary beneficiary can choose to defer the inheritance to the IRA contingent beneficiaries? Jim and Chris start off by addressing the beneficiary ponderings of an Oregan listener. Next, they weigh in on whether a Roth Conversion can be used to satisfy an RMD, then move to a question from a US...
Listen NowEdu: Excess IRA Contributions, Part 2 (How to Fix)
May 15, 2019
In the last Edu episode, Jim and Chris went into some ways people mistakenly contribute too much to an IRA. This week Jim is back from the Ed Slott conference and he and Chris are excited to talk about how to fix those excess IRA contributions. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E18.mp3 Podcast: Play in new window |...
Listen NowQ&A: All Things Social Security
May 11, 2019
On this episode, Chris addresses four questions listeners submitted about Social Security. He begins by addressing a Californian listener’s question about creating an online Social Security Account. A second listener from California wondered about retroactive Social Security benefits, a third question was from an Ohio listener and related to WEP. Finally, Chris answers a question from a...
Listen NowEdu: Excess IRA Contributions, Part 1
May 8, 2019
It may not seem like it, but it’s surprisingly easy to make excess contributions to an IRA. In part 1 of this Edu series, Jim and Chris discuss a few of the ways that it can happen. Stay tuned for more episodes, including how to fix excess contributions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E17.mp3 Podcast: Play in...
Listen NowQ&A: Early Retirement Roth Conversions
May 4, 2019
If you retire early, is it wise to use the years before reaching full retirement age to do Roth Conversions at a lower tax rate? Join Chris and Jo as they answer a multi-part question from a Washington listener about using early retirement years for Roth Conversions. They discuss important considerations, annual conversion targets, tax implications, and more....
Listen NowEdu: Tax Optimized Spending with Bucketing
May 1, 2019
A question from a Texas listener inspires Jim and Chris to take a closer look at Tax Optimized Spending with the Bucketing Strategy. The good news is that planning your spending from your Buckets may not be as complicated as you think! Chris shares a simple way of determining how much to spend from your “always taxable”, “maybe taxable”, and “never taxable”...
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