Investing in Oil, Living on Basis, Filing Retroactively: Q&A #1941
October 26, 2019
Jim and Chris put a dent in their email stack this week, answering 5 questions. They share listener feedback on investing in oil and gas, address what “living on basis” means, and more. 4:30 A listener shares his experience with investing in oil and gas. 13:39 Follow-up from a Massachusetts listener on his ACA tax credit question addressed in a previous episode. 16:15 Jim expands on...
Listen NowFinancial Adviser Fees, Part 2: EDU #1934
September 18, 2019
Jim and Chris continue their discussion on Financial Adviser fee structures; this week they focus on Investment Adviser fees. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E34.mp3 Podcast: Play in new window | Download (Duration: 1:32:42 — 42.4MB) Subscribe:...
Listen NowCalculating Returns on Multiple Accounts, Annuity Mortality Credits, and Owning Stocks – Q&A #1928
July 27, 2019
Scott, our Investment Specialist and CSU Finance Professor, joins Jim and Chris to answer questions regarding Annuity Mortality Credits, calculating returns on multiple accounts, and whether they believe that it is too risky to hold large amounts of one stock. 3:30 A listener asks for more information on Annuity Mortality Credits after listening to the June 5th Edu episode. 24:20 Scott answers a...
Listen NowWhat is Benchmarking? – Edu #1925
July 3, 2019
Scott Roark; PhD, Investment Specialist and CSU Finance Professor, joins Jim and Chris to take a close look at what Benchmarking is and why it’s important. The guys also discuss some of the reasons investment firms and advisers may not benchmark. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E25.mp3 Podcast: Play in new...
Listen NowQ&A #1923: Funding a Special Needs Trust, Cost Averaging
June 15, 2019
This week Jim and Chris answer an email question from a Connecticut listener on investment strategies for funding a special needs trust and another email question on dollar cost averaging when moving a 401(k) to an IRA upon retiring. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y19E23.mp3 Podcast: Play in new window | Download...
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