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 These recorded broadcasts may contain outdated or obsolete information.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: 401k Loan, Long-term Care Insurance, SS Benefits
October 27, 2018
Jim and Chris answer a lot of great questions this weeks. One listener ponders a 401k loan, another from Minnesota wonders if Long-term Care Insurance is still viable. In addition two questions about Social Security Benefits are answered. The first from a Mississippi listener asks about the delaying Social Security Benefits, the second asks about working while receiving Survivor Benefits....
Listen NowEdu: Annuity Pros and Cons
October 24, 2018
Annuities: love them or hate them? In this episode, Jim and Chris respond to a skeptical listener’s email and go in-depth on Annuities. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E05.mp3 Podcast: Play in new window | Download (Duration: 50:43 — 23.2MB) Subscribe:...
Listen NowEdu: Designated Beneficiaries
October 17, 2018
Jim is away but the show must go on! Chris and Darcie go in-depth about the do’s and don’ts (and why) of designated beneficiaries. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E04.mp3 Podcast: Play in new window | Download (Duration: 49:41 — 22.7MB) Subscribe:...
Listen NowEdu: Splitting an IRA
October 10, 2018
Divorce is hard enough without the extra stress of trying to figure out how to deal with retirement accounts. In this episode Jim and Chris delve into how to split an IRA in a divorce. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E03.mp3 Podcast: Play in new window | Download (Duration: 30:54 — 14.1MB) Subscribe:...
Listen NowQ&A: Roth IRA Contributions and Social Security Loopholes
October 6, 2018
Roth IRA contribution rules leaving you perplexed? You’re not alone! Jim and Chris answer a Georgia listener’s Roth questions as well as questions from Florida and Georgia listeners about Social Security rules. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y18E03.mp3 Podcast: Play in new window | Download (Duration:...
Listen NowQ&A: 401k Clarifications, HSA Rules, and SS Spousal Benefits
October 3, 2018
Can you contribute to a previous employer’s HSA? Need some clarification on the 401k “Rule of 55”? Does purchasing a SPIA or DIA with IRA money remove the 10% early withdrawal penalty? This week Jim and Chris address these listener questions as well more Social Security Spousal Benefit questions from listeners in Arizona, Colorado, and North Carolina....
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