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 These recorded broadcasts may contain outdated or obsolete information.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).
Listen to our podcasts on iTunes!
Q&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....
Listen NowEDU: Congressional Proposals
October 3, 2018
On today’s show, Jim and Chris delve deeply into new proposals effecting retirement plans that are working their way through Congress including changes to required minimum distribution rules, IRA contribution rules, and a new USA savings account (which is essentially a Roth IRA for anyone and any purpose regardless of age)....
Listen NowQ&A: Social Security Edition
September 29, 2018
On this edition of the Retirement and IRA Show Q & A, Jim and Chris answer six Social Security questions from listeners in Connecticut, Pennsylvania, North Carolina, and Georgia. The questions cover spousal benefits, divorced spouse benefits, survivor benefits, and restricted applications....
Listen NowEDU: Social Security Earnings Test
September 26, 2018
In this inaugural Retirement and IRA Show (education version), Jim and Chris delve deeply into the Social Security earnings test: what is it? How does it work? How much does it cost you? How does Social Security know it even applies to you? And what happens if you owe it? http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y18E01.mp3...
Listen NowQ & A: Bucketing and Portfolio Positioning
September 22, 2018
On this edition of the Retirement and IRA Show Q&A, Jim and Chris take a Pennsylvanian caller’s question regarding “bucketing” and how to position her sizable assets from an accumulation to a decumulation spending portfolio. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y18E01.mp3 Podcast: Play in new window |...
Listen Now
