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 These recorded broadcasts may contain outdated or obsolete information.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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Everything Long Term Care (LTC) Insurance: Q&A #2105
January 30, 2021
Chris sits down with in-house LTC specialist, Greg Darden to discuss listeners’ questions relating to everything long term care. (3:30) George from California asks about the inflation rate behind long term care and general medical care. (14:25) A Californian listener asks for advice regarding the best way to begin researching and looking into the different LTC policies. (26:00) A listener...
Listen NowRetiring With Modest Savings: EDU #2104
January 27, 2021
Jim and Chris discuss a couple older emails from listeners’ surrounding the topic of retiring with a modest amount of savings. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E04.mp3 Podcast: Play in new window | Download (Duration: 1:15:41 — 34.6MB) Subscribe:...
Listen NowLong Term Care: Q&A #2104
January 23, 2021
Jim and Chris sit down with in-house long term care (LTC) specialist, Greg Darden to discuss the details of long term care and aging assistance. (Intro) Jim, Chris, and Greg discuss and address listeners’ comments relating to long term care insurance. (32:45) A Coloradoan asks for clarification on a long term care partnership policy. (44:20) A listener shares her own long term care story...
Listen NowIRAs and Related Tax Forms: EDU #2103
January 20, 2021
Jim and Chris sit down to discuss the timely topic of tax forms relating to IRAs as well as other retirement accounts. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E03.mp3 Podcast: Play in new window | Download (Duration: 54:54 — 25.1MB) Subscribe:...
Listen NowPensions, 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:...
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