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 These recorded broadcasts may contain outdated or obsolete information.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: 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....
Listen NowQ&A: Rule of 55, PIA, Roth Conversion
December 15, 2018
Jim and Chris field some interesting questions this week about the 401k Rule of 55, Social Security, and using 60-day Rollovers for Roth Conversions. The guys answer a listener question on whether transferring a 401k to a new employer will affect the Rule of 55. A California listener wonders how claiming Social Security is affected if the primary earner is younger than their spouse. Another...
Listen NowEdu: The Stretch IRA
December 12, 2018
You may have heard of a Stretch IRA, but few people understand what it is and what it is not. Join Jim and Chris this week as they delve into Stretch IRAs. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E12.mp3 Podcast: Play in new window | Download (Duration: 51:03 — 23.4MB) Subscribe:...
Listen NowQ&A: Roth Conversion, MAGI, and Calculated Earnings Errors
December 8, 2018
The November 21st Edu podcast about using a 60-day Rollover on a Roth Conversion elicited a lot of listener questions. Jim and Chris spend time answering those plus a question from a Florida listener on calculating MAGI to determine if a retiree will have have to pay the Medicare Premium Surcharge. Chris also answers a Georgia listeners question about what to do if you feel that the Social...
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