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 These recorded broadcasts may contain outdated or obsolete information.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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Child-in-Care Spousal Benefits, Trusts, Benchmarking – Q&A #1934
September 7, 2019
This week Jim and Chris answer questions on Child-in-Care Spousal Benefits, types of Trusts and how to protect assets from long-term care costs, and their benchmarking recommendations. 8:30 Chris answers a Virginia listener’s question regarding Social Security Child-in-Care Spousal Benefits. 15:00 A listener asks about types of Trusts and the best way to protect assets from long-term care...
Listen NowHow Retirement Planning is Different – EDU #1932
September 4, 2019
When you retire your life changes, so you need to look at your assets differently. In this “The Opposite Episode”, Jim and Chris explain how retirement planning is different than the financial planning you use to get to retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E32.mp3 Podcast: Play in new window |...
Listen NowACA Premium Tax Credit, Social Security Scam, Backdoor Roth Contributions, Inherited Pre 1987 401k – Q&A #1933
August 31, 2019
Laila Dillsi, CPA and Jo Madonna, E.A. join Jim and Chris to answer a question about the ACA Premium Tax Credit. Then the guys address questions about accessing your Social Security account, backdoor Roth contributions, and an Inherited 401k from pre 1987. 8:57 Laila offers some clarifications for a listener with a question about her Premium Tax Credit article. 29:08 Chris addresses the many...
Listen NowIRA Transfer Rules, Colorado Taxes, QLACs – Q&A #1932
August 24, 2019
Join Jim and Chris as they answer listener questions on IRA transfer rules, state tax laws, and QLACs. 5:24 A live caller from North Carolina asks a few IRA questions including if you can consolidate IRAs, do partial Roth conversions, and whether you can do more than one 401k rollover per year. 19:39 A listener is considering moving to Colorado and wants to know if their state pension...
Listen NowIndemnity vs Reimbursement Long-Term Care Insurance – Edu #1931
August 21, 2019
What’s Indemnity vs Reimbursement Long-term Care Insurance and what other important factors should you consider when shopping for a policy? Jim and Chris answer these questions in this week’s EDU edition of the show. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E31.mp3 Podcast: Play in new window | Download...
Listen NowRetirement Planning with Age Gap, Inherited IRAs, and Minimum Dignity Floor -Q&A #1931
August 17, 2019
Join us for another week of retirement planning related questions answered by Jim and Chris. Topics include things to consider with retirement planning when there is a large age gap within a marriage, Inherited IRA RMDs, and the ‘Minimum Dignity Floor’ 10:51 A live caller from Virginia asks about things to consider with retirement planning with a “May/December...
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