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 These recorded broadcasts may contain outdated or obsolete information.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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Coronavirus 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...
Listen NowQuestions about the CARES Act: Q&A #2015
April 11, 2020
Jim and Chris address three very specific questions on the recently passed CARES Act and how it relates to IRAs, Required Minimum Distributions, and Coronavirus Related Distributions from retirement accounts. (32:35) A Virginian asks if the CARES Act could enable his wife to strategize Roth conversions with her TSP. (44:00) Another question from that same Virginian: will his mother be required...
Listen NowBenefits of Proper Asset Positioning in the Midst of Life’s Storms: EDU #2014
April 8, 2020
When life’s storms come up unexpectedly (such as the current coronavirus pandemic), what are the benefits of proper asset positioning? If you’re at or near retirement, how can properly positioning your assets help your emotional reaction during market turmoil? Jim continues to practice social distancing while he and Chris discuss this topic brought to us by a listener’s...
Listen NowRolling Over TSP to a Roth, Retirement Spending Trends, and Roth Conversions: Q&A #2014
April 4, 2020
Jim calls into the studio today as he and Chris answer listener’s questions about rolling over a TSP into a Roth IRA, retirement spending trends, Roth conversions, and more. (11:55) A listener asks about rolling over tax exempt (combat zone earned) funds from a TSP to a Roth. (41:40) A Floridian wonders what is Jim and Chris’s experience with clients’ spending trends. (50:40) A...
Listen NowIndexed Universal Life Insurance as a Retirement Strategy: EDU #2013
April 1, 2020
Jim and Chris (mostly Jim!) share their opinion about using indexed universal life insurance (IUL) as a retirement strategy. Learn why the guys are not big fans of this often-sold strategy to fund retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E13.mp3 Podcast: Play in new window | Download (Duration: 1:15:11 —...
Listen NowLive Caller: Indexed Universal Life Insurance to Fund Retirement, and Some Tax Questions: Q&A #2013
March 30, 2020
Jim and Chris answer a live caller’s question about using indexed universal life insurance (IUL) as a way to fund retirement. They also answer some tax questions from listener’s emails. (2:05) Live caller “George” would like to discuss with Jim and Chris the pros and cons of using indexed universal life insurance to fund retirement. (37:11) A listener wonders if...
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