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 These recorded broadcasts may contain outdated or obsolete information.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 Benefits, Annuity Questions, and More: Q&A #2018
May 2, 2020
Today Jim and Chris respond to 5 questions, conversing about child-in-care spousal benefits, some tax considerations, annuity questions and some CARES Act questions. (12:49) A Floridian wonders if she can still work if she files for child-in-care spousal benefits. (16:35) A listener wonders if gifting his kids some shares from his taxable account is a good idea. (See Q&A #2013 to listen to...
Listen NowPlanning Opportunities Due To the Death of the Stretch IRA: EDU #2017
April 29, 2020
Jim and Chris discuss a topic brought to us from a listener’s email: what are some planning opportunities that might exist because of the death of the stretch IRA? https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E17.mp3 Podcast: Play in new window | Download (Duration: 1:48:12 — 49.5MB) Subscribe:...
Listen NowCARES Act, Monte Carlo, FERS, and IRMAA: Q&A #2017
April 25, 2020
Jim calls in from his kitchen today to discuss with Chris some considerations about the CARES Act, a clarification on the Monte Carlo analysis, and some questions about FERS and IRMA. (5:41) Jim brought up a listener’s question to the Ed Slott group concerning COVID-related withdrawals that are allowed with the CARES Act. (36:20) Chris clarifies some information about the Monte Carlo...
Listen NowIndexed Universal Life Policies: What if You Already Have One? EDU #2016
April 22, 2020
Jim and Chris discuss a follow-up to a previous EDU episode in which they talked about indexed universal life policies as a retirement strategy. After discussing the pros, cons, and potential gotchas of IULs in that former episode, a question was posed: what if I already have one?...
Listen NowRoth Conversion Questions & Unemployment Contributions to a Roth: Q&A #2016
April 18, 2020
Jim and Chris take their time answering two questions today about Roth conversions and unemployment contributions to a Roth. (4:38) George from Minnesota wonders what are some considerations for doing a Roth conversion as someone in their 50s: how much should he convert? What are some potential pitfalls? (33:04) A 38-year-old listener has some questions about using unemployment benefits to...
Listen NowCoronavirus Market Fears and a Variable Annuity: EDU #2015
April 15, 2020
A listener who purchased a variable annuity with a guaranteed income benefit is worried because his annuity has dropped about $90,000 in value since the stock market corrected over the coronavirus, but still offers a compelling income benefit. He is unsure if he should keep the annuity or transfer it to Vanguard where he manages his own money. Jim and Chris dissect his situation and explain to...
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