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 These recorded broadcasts may contain outdated or obsolete information.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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Social Security, The Spousal Waiver Form, RMDs, and Backdoor Roth Contributions: Q&A #2042
October 17, 2020
Jim and Chris answer questions on Social Security claiming strategies, withdrawing an application for claiming Social Security, the Spousal Waiver Form, RMDs, and backdoor Roth contributions. (2:56) George asks a question about Social Security claiming strategies. (7:17) George from Arizona wonders what the repercussions are for withdrawing his application for Social Security benefits. (18:15) A...
Listen NowBeneficiary Designations: EDU #2041
October 14, 2020
Jim and Chris sit down to discuss the topic of beneficiary designations and their important role within the financial planning industry. Most importantly, they talk about 401k plans and how blended families can be affected depending on how their beneficiary designations have been set up....
Listen NowMiscellaneous Social Security Questions: Q&A #2041
October 10, 2020
Chris tries to get caught up while Jim is out of the office and answers miscellaneous Social Security questions. (3:00) A listener has a question about whether or not a 401A plan is the same as a DCP plan. (12:05) A listener from Alabama has a couple of questions regarding his father-in-law’s Social Security benefit. (18:00) A Californian couple asks a question about their disabled...
Listen NowTrusts and Choosing a Trustee: EDU #2040
October 7, 2020
Chris discusses trusts and choosing a trustee with attorney and CPA, David Greene, from First Covenant Trust and Advisors. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E40.mp3 Podcast: Play in new window | Download (Duration: 1:06:13 — 29.5MB) Subscribe:...
Listen NowSocial Security, Mega Backdoor Roth Strategies, and QLACs: Q&A #2040
October 3, 2020
Jim and Chris answer questions covering Social Security, Mega Backdoor Roth conversion strategies, and Qualified Longevity Annuity Contracts. (6:00) A Pennsylvanian asks about various claiming strategies of Social Security survivor benefits. (13:45) Georgette from California asks a question about which date she should file for Social Security benefits. (29:35) George from Illinois asks about...
Listen NowPotential Tax Implications Post-Election: EDU #2039
September 30, 2020
Jim and Chris compare and contrast current and proposed tax implications from the results of the upcoming Presidential Election. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E39.mp3 Podcast: Play in new window | Download (Duration: 1:10:40 — 31.8MB) Subscribe:...
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