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 These recorded broadcasts may contain outdated or obsolete information.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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Market Downside Protection
July 15, 2017
How can you protect your assets from market downside risk? A listener sent Jim and Chris a complex question involving just this topic. The listener is 60, single and has no children. He’s interested in working until age 70 and wants to protect his assets from a market downturn. The listener has some ideas on how to accomplish this, but his plan has a few misconceptions regarding 401(k)s,...
Listen NowWelcome Back Chris!
July 8, 2017
We begin the show with Chris describing his recent travel experience to Vietnam. He talks about the Vietnamese retirement system which consists of little more than relying on friends and family, as he will explain. Then Jim and Chris talk about two recent court cases regarding mistakes that people made with their IRA’s. Justin Fundalinski joins Jim and Chris to talk about an unique...
Listen NowHappy Independence Day Weekend!
July 1, 2017
Happy Independence Day weekend! We’re taking the weekned off for the holiday, but we’ll be back next week with a new show!
Listen NowTrusted IRAs
June 24, 2017
Trusted IRAs… no we’re not talking about an IRA that you would tell your deepest secrets. Jim and Justin discuss what a Trusted IRA is , and what the benefits and pitfalls of these IRAs are. They also answer questions from listeners. How can you project your Social Security benefit if you plan on retiring before age 62? Can a pension act as the bond part of a portfolio?...
Listen NowEstate Planning and Dementia
June 17, 2017
A diagnosis of dementia can be devestating for individuals and families and can upend your best-laid retirement plans. Jim recently received an email from a listener in Floridia who was diagnosed with early-onset dementia. The listener has a TSP account and originally wanted to know how to avoid the 10% early withdrawl penalty. Jim answers this question, but also brings in estate planning...
Listen NowInvestment 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:...
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