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 These recorded broadcasts may contain outdated or obsolete information.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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What to Do With RMDs You Don’t Need
September 17, 2016
You have to take Required Minimum Distributions (RMDs) from your non-Roth IRA retirement accounts when you reach 70 1/2. If you’re fortunate enough to not need the money, Jim and Chris discuss options for what to do with those RMDs. They also answer a listener’s question regarding how to determine if you need a Certified Financial Planner (CFP) or a Certified Public Accountant (CPA)...
Listen NowNew Rules for 60 Day Rollovers
September 10, 2016
Jim and Chris discuss new rules regarding 60 day rollovers and also answer questions from listeners. If you withdraw funds from an IRA to purchase additional service years in PERA (Public Employees Retirement Association), will those IRA funds be taxable? Are you subject to the Government Pension Offset (GPO) if you also contribute to the Federal Employees Retirement System (FERS)? How much can...
Listen NowFixing 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...
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