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 These recorded broadcasts may contain outdated or obsolete information.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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Is AUM Better for the Client?: EDU #1938
October 23, 2019
Is an Assets Under Management (AUM) model always better for the client than Commissions? And what does it really mean to be a fiduciary? You may have heard about Ken Fisher’s recent rude remarks. While the words themselves are offensive, Jim and Chris explain why they also take issue with the sentiment he was attempting to not-so-politely express....
Listen NowRoth Conversion Taxes, SS Strategy, TSP G Fund: Q&A #1940
October 19, 2019
Jim and Chris answer questions regarding Roth Conversion taxes, strategies for filing for Social Security benefits, and the TSP G Fund. 14:32 An Iowa listener looks for clarification on how his Roth Conversion would be taxed. 25:55 Jim and Chris address a listener’s quandary on the best strategy for him to begin claiming Social Security benefits, taking into account minor child benefits...
Listen NowTSP vs 401k : EDU #1937
October 16, 2019
Now that the new withdrawal options for the Thrift Savings Plan (TSP) have gone into effect, Jim and Chris take a look at those changes and TSP vs 401k options. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E37.mp3 Podcast: Play in new window | Download (Duration: 1:04:42 — 29.6MB) Subscribe:...
Listen NowReducing Income Taxes, ACA Tax Credit, and SS Retirement Date: Q&A #1939
October 12, 2019
Jo Madonna joins Jim and Chris this week to help answer tax questions related to reducing income taxes and ACA tax credit. Then the guys address a Social Security quandary. 4:55 A Connecticut caller wants to know how to reduce income taxes on a large severance check. 29:36 A listener from Massachusetts looks for clarification on qualifying for the ACA tax credit. 1:00:46 An Arizonan asks if SSA...
Listen NowAdviser Fees, Part 3: Edu #1936
October 9, 2019
Jim and Chris finish their Edu series on Adviser fees. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E36.mp3 Podcast: Play in new window | Download (Duration: 1:18:08 — 35.8MB) Subscribe:...
Listen NowConversion Cons, Social Security Benefit Reduction, Appeals, and Disability: Q&A #1938
October 5, 2019
This week Jim and Chris address listener questions on the potential downsides to Roth Conversions and several Social Security topics, including the 2035 Social Security benefit reduction, appealing a temporary benefit reduction, and the possibility of additional assistance from Social Security. 9:30 Chris weighs in on a Florida listener’s question regarding appealing a skipped benefit...
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