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 These recorded broadcasts may contain outdated or obsolete information.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!
Mutual Fund Fees, HSAs, and SS Tax Torpedo
June 16, 2018
This week Jim and Chris answer a question from a listener on mutual fund fees, how the fees are debited from a mutual fund, and what they would consider too high of a mutual fund fee. They then discuss a listener’s input on health savings accounts and how she uses them to plan for her early retirement. In the Colorado show, the guys answer two listeners’ questions on SS and talk about...
Listen NowAnnuity Topics and Long Term Care
June 9, 2018
Jim and Chris discuss annuity details common to all annuities, as well as noting differences between different types. Jim spends some more time on the specifics of Flexible Premium Deferred Annuities, along with how different annuities have different funding requirements, benefit types, etc. Jim talks briefly about income riders on annuities and how they impact your required minimum...
Listen NowEd Slott Conference Review, Social Security, and FPDA Discussion
June 2, 2018
Jim summarizes some of what was discussed during the Ed Slott conference he attended last month. Jim and Chris also discuss an email from a North Dakota Social Security Blog listener regarding alternatives to the old “file and suspend” strategy that is no longer available. Chris clarifies some of the rules on claiming spousal and survivor benefits while responding to this email. ...
Listen NowPreparing Your Portfolio for Distributions
May 26, 2018
Chris and Justin discuss why setting up a bucketing plan before you retire can help avoid the pitfalls of retiring in a down-market year. They discuss the basics of sequential risk, how it effects retirees, and some strategies to avoid it. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-05-26-2018-Podcast.mp3 Podcast: Play in new window |...
Listen NowBucketing – AKA Asset Allocation for Retirees
May 19, 2018
Jim, Chris and Justin respond to an email from an Idaho listener regarding Bucketing: what it is, how it works, and how it fits into retirement planning. They address how Bucketing and specific withdrawal sequence may help reduce the risk of down markets in the early years of retirement. During the second half of the podcast, they address an email question received from a recent widower and...
Listen NowForgotten Form 8606
May 12, 2018
What happens if you forget to file your Form 8606? Jim and Chris answer this question and a couple of others. A listener in CA wants to know what you can do if you disagree with the benefit amount that the Social Security Administration calculates for you. And a DE listener wants to know if you can collect missed survivor benefits if someone in the SS office never told you that you were...
Listen Now
