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 These recorded broadcasts may contain outdated or obsolete information.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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A Word About Fees
January 21, 2017
A listener from California wanted to know if the 1% fee he was paying a financial professional to manage his $1 million+ portfolio was reasonable. Jim and Chris answer his quesion and discuss what to look for when evaluating fees. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-01-21-2017.mp3 Podcast: Play in new window | Download...
Listen Now401(k) to Roth IRA
January 14, 2017
If you have pre and post tax money in a 401(k), can you roll just the post tax money over into a Roth IRA and leave the pre tax money in the 401(k)? Jim and Chris answer this question from a listener in New Jersey and also discuss the Ordering Rules for how money comes out of a 401(k). They also answer a Kentucky listener’s question regarding what to do with an older 401(k) when you move...
Listen NowEstate Planning
January 7, 2017
Jim, Chris and Peter Scott answer a very involved and detailed question from a listener in Texas regarding estate planning. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-01-07-17.mp3 Podcast: Play in new window | Download (Duration: 1:43:06 — 47.2MB) Subscribe:...
Listen NowHappy New Year!
December 31, 2016
We apologize, but because of the holiday we don’t have a new show for you today. We hope your 2016 holiday season was merry and bright and filled with family and friends! We’ll be back next week with a new show. Happy New Year!
Listen NowBeneficiary Designations
December 24, 2016
Have you taken a look lately at how beneficiaries are designated on your retirement accounts? Sometimes the paperwork can be confusing. Jim and Chris answer questions regarding these beneficiary designations. They also answer a question regarding removing money from a 401 (k). What funds come out first: contributions, matching funds or gross?...
Listen NowDeadlines for Roth Conversions
December 17, 2016
The deadline for a Roth Conversion is quickly approaching. So quickly in fact that you may not have time to get all the paperwork done. Jim and Chris discuss the deadline, 60 Day Rollovers and the Step Doctrine to help you through this process if you still want to convert before the end of the year. They also answer emails from listeners: Why does an account with higher fees outperform an...
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