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 These recorded broadcasts may contain outdated or obsolete information.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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Mixed Bag of Topics for the Year End
December 3, 2016
Today’s show covers a mixed bag of topics. Your hosts Jim and Chris start the show with an answer to a listeners email about making a 401(k) withdrawal. Then the boys will provide an explanation on why bonds decline when interest rates increase. Lastly, Jim and Chris provide a year end checklist of financial planning topics....
Listen NowSpousal Benefit and Estate Planning Questions
November 26, 2016
Chris and special guest Estate Planning Attorney Peter Scott answer email questions from listeners. First up, Chris discusses social security strategies regarding “Spousal Benefits” and the rule changes that have occurred over the last year. Peter follows up with a detailed answer to a question involving land-lease agreements in an estate plan. Peter discusses various terms that...
Listen NowTax Implications of Special Needs Trusts
November 19, 2016
Jim & Chris discuss the difference between Accumulation Trusts and Conduit Trusts as well as the various considerations when putting together a Special Needs Trust with a focus on the tax implications. Also, Jim & Chris answer emails from listeners regarding Social Security privatization, and provide clarifications on the timing of doing Roth Conversions and Re-characterizations....
Listen NowCornucopia of Retirement Topics
November 12, 2016
Jim and Chris answer emails from listeners on different retirement topics. What triggers the Windfall Elimination Provision (WEP) or the Government Pension Offset (GPO) if you have a non-covered pension? How does the WEP or GPO work when you can also collect Social Security? What should you look for in a financial advisor? And… what is the best way to spend from your retirement portfolios?...
Listen NowRoth IRA Conversion Season
November 5, 2016
It’s Roth Conversion Season again! Jim and Chris discuss what a Roth Conversion is and some important things to consider when converting a traditional IRA to a Roth IRA. They also answer a listener’s question on converting a Thrift Savings Plan (TSP) to a Roth IRA. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-11-05-16.mp3...
Listen NowBack Door Roth
October 29, 2016
Have you heard of a Back Door Roth IRA? This isn’t a new type of IRA. It’s actually a strategy for individuals who make too much money to directly contribute to a Roth IRA. Jim and Chris discuss how this strategy works, things to look out for and why they think the government will be closing this loophole soon. They also respond to listeners regarding a question on the Pro Rata Rule...
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