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 These recorded broadcasts may contain outdated or obsolete information.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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Edu #1923: Taxation of Social Security Benefits
June 19, 2019
With Jim away at the AICPA conference, Chris and Jo take a look at the conditions that can trigger the taxation of Social Security Benefits. They discuss how the rules have changed over time and what it could mean for you. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E23.mp3 Podcast: Play in new window | Download (Duration:...
Listen NowQ&A #1923: Funding a Special Needs Trust, Cost Averaging
June 15, 2019
This week Jim and Chris answer an email question from a Connecticut listener on investment strategies for funding a special needs trust and another email question on dollar cost averaging when moving a 401(k) to an IRA upon retiring. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E23.mp3 Podcast: Play in new window | Download...
Listen NowEdu #1922: Missed RMD
June 12, 2019
Jim and Chris first discuss possible changes coming to IRA rules, including Required Minimum Distributions (RMDs), before discussing current RMD rules, penalties for a missed RMD, and how to ‘fix’ a miss. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E22.mp3 Podcast: Play in new window | Download (Duration: 52:33...
Listen NowQA #1922: SS Benefits After Remarrying, Annuities
June 8, 2019
Jim and Chris answer a question from a young widow wondering how remarrying will affect her ability to claim benefits from her deceased husband’s Social Security. They also weigh-in on a listener wondering if an annuity is an appropriate investment for her situation. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E22.mp3...
Listen NowEdu #1921: Bucketing with Annuities
June 5, 2019
Have you encountered an Advisor who recommended Bucketing with annuities predominantly? On this Edu episode, Jim and Chris respond, in-depth, to a listener looking for clarity on using annuities as their “buckets”. The guys discuss reasons to be cautious and the steps you can take to ensure that you’re not just being sold a product package. ...
Listen NowQ&A: Inherited Annuity, Inherited Roth, Life Insurance, Spousal Benefits
June 1, 2019
Unclear how an Inherited Annuity or Inherited Roth IRA is taxed? Jim and Chris respond to a Florida listener asking if they’ll be taxed on the whole value if they inherit an Annuity. Another listener wonders if they’ll be taxed if they withdraw from an Inherited Roth before age 55. The guys also address a question from a listener about Life Insurance and Trusts to provide for their...
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