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 These recorded broadcasts may contain outdated or obsolete information.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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Fixing Your Social Security Earnings Record
September 3, 2016
Have you checked you Social Security Earnings Record lately? If you haven’t yet, you really should. If you have, and noticed an error, how exactly do you fix it? Jim and Chris answer an email question regarding how long you have to fix your Earnings Record and how to do it. They also answer an email question regarding Qualified Longevity Annuity Contracts (QLACs) and an email question...
Listen NowModern Revocable Living Trust
August 27, 2016
Jim and Chris received all kinds of email questions recently and called in some help to answer them. Peter Scott joins the show to discuss the Modern Revocable Living Trust and answer questions regarding Social Security benefits, estate planning and also taxes on retirement accounts. Jim and Chris are also joined later in the show by Justin Fundalinski and Andrew Johnson (both with Jim Saulnier...
Listen NowSocial Security and Other Retirement Questions
August 20, 2016
Jim and Chris catch up on a number of email questions from listeners including: What happens to a Social Security benefit after the beneficiary dies? If you work past your Full Retirement Age, will this impact your Primary Insurance Amount (PIA)? If you retire and move out of the country, will you still owe taxes to the US? How many people manage their own assets and do you need a financial...
Listen NowHealthcare Costs in America
August 13, 2016
Join Jim, Chris and special Guest Dr. David Tusek of Cloud Medical Center (Boulder and Longmont, CO) as they discuss why healthcare and insurance in the US cost so much. They also take a look at new programs that exist to control costs and examine Direct Primary Care models. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-08-13-16.mp3...
Listen NowMinors as Beneficiaries of an IRA
August 6, 2016
You want to leave your retirement accounts to your minor children, but what’s the best way to make that happen? Jim and Chris answer a listener’s email question regarding minors as beneficiaries of an IRA. Also, if you’re planning on getting married you need to listen to the second half of the show. Jim and Chris discuss six IRA rules every bride and groom must know....
Listen NowPre-Retirement vs Post-Retirement Considerations
July 30, 2016
Before you retire, you’re more concerned with saving for your retirement. After you retire, you’re more concerned with how to spend your money. You need different approaches to managing your retirement accounts pre and post retirement, but do you know what those approaches are? Jim and Chris discuss some of the things you’ll need to consider in the different phases of your...
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