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 These recorded broadcasts may contain outdated or obsolete information.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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Pensions, IRAs, RMDs, 401k Rollovers: Q&A #2103
January 16, 2021
Jim and Chris discuss listeners’ questions relating to pensions, inherited IRAs, required minimum distributions (RMDs), and 401k rollovers. (4:30) George asks for an opinion on taking a lump-sum pension buyout from his employer to try and avoid taxes. (14:45) A Michigan listener asks about how to handle the transfer of an inherited IRA from one custodian to another. (49:00) A Georgian...
Listen NowSelf-Funding LTC Expenses and Aging Assistance: EDU #2102
January 13, 2021
Jim and Chris sit down with in-house long term care (LTC) expert, Greg Darden, to discuss self-funding LTC expenses and aging assistance. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E02.mp3 Podcast: Play in new window | Download (Duration: 1:30:33 — 41.4MB) Subscribe:...
Listen NowSpousal Benefits, Non-Deductible IRAs, MYGAs, and Mega Backdoor Roths: Q&A #2102
January 9, 2021
Jim and Chris discuss and answer listeners’ questions on Social Security Spousal Benefits, Non-Deductible IRAs, Multi-Year Guaranteed Annuities, and Mega Backdoor Roths. (5:42) A listener asks a question about Social Security Spousal Benefits. (16:25) A Pennsylvanian wants to know how conversions impact cost basis in Non-Deductible IRAs. (37:45) An Iowan would like more information on what...
Listen NowLTC Policies and Considerations: EDU #2101
January 6, 2021
Jim and Chris sit down with in-house long term care (LTC) specialist, Greg Darden, to discuss different LTC policies and considerations. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E01.mp3 Podcast: Play in new window | Download (Duration: 1:30:30 — 41.4MB) Subscribe:...
Listen NowTaxes, Roth Conversions/Contributions, Hardship Exceptions, and Inherited IRAs: Q&A #2101
December 31, 2020
Jim and Chris answer listeners’ questions and discuss topics relating to taxes, Roth conversions, Roth contribution rules, hardship exceptions, and inherited IRAs. (8:00) Bob, our in-house CPA, provides a talking point about skipping RMDs in 2020 and the possibility of a delayed tax penalty for those who withhold taxes in 2021. (12:30) A colleague of Jim and Chris asks a question looking...
Listen NowMedical Issues, LTC, and Retirement Planning: EDU #2051
December 30, 2020
Chris welcomes Jim back to the podcast to discuss his medical issue and the long term effects medical issues can have on retirement plans. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E51.mp3 Podcast: Play in new window | Download (Duration: 1:08:18 — 31.3MB) Subscribe:...
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