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 These recorded broadcasts may contain outdated or obsolete information.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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Charitable Remainder Trust (CRT) Questions: Q&A #2109
February 27, 2021
Jim, Chris, and Peter Scott pick up from EDU Show #2108 to continue the discussion and answer listeners questions relating to charitable remainder trusts (CRTs). (4:00) A listener asks a question about when CRTs are appropriate and who they’re appropriate for. (13:45) A couple with a disabled son looks for clarification on the details of how much CRTs can pay out to beneficiaries. (28:00)...
Listen NowCharitable Remainder Trusts (CRTs): EDU #2108
February 24, 2021
Jim and Chris welcome estate planning attorney, Peter Scott back to the show to discuss charitable remainder trusts (CRTs) and how they can be used as a substitute for the previously eliminated “stretch IRA”. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E08.mp3 Podcast: Play in new window | Download (Duration:...
Listen NowSocial Security, Spousal Benefits, and COVID Distribution Rules: Q&A #2108
February 20, 2021
Jim and Chris sit down to discuss listeners’ questions relating to Social Security, spousal benefits, and Coronavirus related distribution rules. (8:15) Georgette from Portland, Oregon asks a question relating to Social Security and withholding taxes. (11:35) George looks for clarification on Social Security and restricted spousal benefits. (20:25) A Virginian listener asks a question on...
Listen NowIndexed Annuities Part Two: EDU #2107
February 17, 2021
Jim and Chris sit down and continue to discuss the details behind indexed annuities and how they can be used in retirement planning (if applicable). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E07.mp3 Podcast: Play in new window | Download (Duration: 1:18:37 — 36.0MB) Subscribe:...
Listen NowSpousal Benefits, Fixed Annuities, and Coronavirus Distributions: Q&A #2107
February 13, 2021
Jim and Chris sit down to discuss questions relating to Social Security spousal benefits, books for retirement planning, fixed annuities, and Coronavirus related distributions. (3:45) A Coloradoan asks about Social Security spousal benefits and the timing relating to his wife claiming spousal benefits. (16:00) A listener asks a question with regard to the previous EDU #2106 show on fixed...
Listen NowIndexed Annuities: EDU #2106
February 10, 2021
Jim and Chris sit down to discuss the details pertaining to indexed annuities. What are they? How do Jim and Chris feel about them? https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E06.mp3 Podcast: Play in new window | Download (Duration: 1:26:51 — 39.8MB) Subscribe:...
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