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 These recorded broadcasts may contain outdated or obsolete information.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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Q&A: Beneficiaries, Medicare Premium Surcharges, SS Benefits, Roth Conversion
January 12, 2019
Jim and Chris answer four more listener questions on this edition of the Retirement and IRA Show – Q&A: They answer a Californian listener’s question about stretch IRA accounts and what happens when the beneficiary dies. They discuss naming a trust as the beneficiary of a life insurance policy for a listener from Virginia. They also answer an Illinois resident’s question...
Listen NowEDU: Funding HSAs with IRAs
January 9, 2019
Jim and Chris discuss how to take advantage of a one-time lifetime election funding your Health Savings Account (HSA) from an IRA. They point out some tips and warnings about this process. This may be a particularly useful topic for listeners trying to get an HSA started. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E01.mp3...
Listen NowQ&A: Catch-up Contributions, Spousal Benefits, Dignity Floor, Short-term Insurance
January 5, 2019
Jim and Chris answer listeners’ questions on multiple topics during this podcast. Are $6000 personal catch-up contributions included in the $56K workplace contribution maximum? A listener in Virginia has a question regarding spousal Social security benefits. Can his spouse collect these SS benefits if she is caring for a granddaughter full time? A third listener wants to know how best to...
Listen NowEdu: Target Date Funds
January 2, 2019
Are you using a Target Date Fund in your retirement portfolio but aren’t quite sure how they work? Join Jim and Chris as they delve into some of the most common misunderstandings about Target Date Funds. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E14.mp3 Podcast: Play in new window | Download (Duration: 58:27 —...
Listen NowQ&A: 401k Strategies, Earnings Test
December 22, 2018
Join Jim and Chris as they answer questions regarding 401k strategies and working while receiving Social Security. This week a Minnesota listener asks whether they should rollover their 401k with a previous employer and another listener wonders how to get the best tax rate on 401k withdrawals. Also, a Missouri listener ponders self-employment in retirement and a Wisconsin listener looks for some...
Listen NowEdu: Variable Annuities 101
December 19, 2018
In response to a listener email, Jim and Chris begin a discussion on Variable Annuities. This first show on the subject covers a general overview, how they came about, how they work, and what the guys like and dislike about Variable Annuities. Look for future shows where Jim and Chris will delve into more of the nitty-gritty details....
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