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 These recorded broadcasts may contain outdated or obsolete information.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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Estate Planning and Dementia
June 17, 2017
A diagnosis of dementia can be devestating for individuals and families and can upend your best-laid retirement plans. Jim recently received an email from a listener in Floridia who was diagnosed with early-onset dementia. The listener has a TSP account and originally wanted to know how to avoid the 10% early withdrawl penalty. Jim answers this question, but also brings in estate planning...
Listen NowInvestment Advisor Fee Pitfalls
June 10, 2017
Jim and Justin discuss the new Department of Labor fiduciary rule and the pitfalls it can create when paying for financial planning fees from an IRA. http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-06-10-2017.mp3 Podcast: Play in new window | Download (Duration: 1:46:07 — 48.6MB) Subscribe:...
Listen NowIRA Conversions and Ed Slott Updates
June 3, 2017
Jim and Chris received an email question from a listener regarding IRA conversions. The listener has after-tax contributions in a Traditional IRA. The listener would like to know how to convert that money to a Roth IRA without triggering a tax event. Jim also recently attended the Ed Slott training conference in Kansas City. He gives listeners an update on what he learned....
Listen NowMemorial Day Weekend
May 27, 2017
We’re taking the weekend off for Memorial Day so there’s no new show this week. We’ll be back on June 3.
Listen NowSingle Premium Immediate Annuities (part 2)
May 20, 2017
As a continuation of their earlier discussion of Single Premium Immediate Annuities, Jim and Chris discuss taxation of annuities with Justin Fundalinski. Jim and Chris also discuss riders to annuities, mortality credits and other key terms to consider when purchasing an annuity....
Listen NowSingle Premium Immediate Annuities (part 1)
May 13, 2017
Jim and Chris received a number of questions regarding Single Premium Immediate Annuities (SPIAs), but what exactly is a SPIA, who can best make use of them, and when should you purchase one? http://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-06-03-2017a.mp3 Podcast: Play in new window | Download (Duration: 1:43:03 — 47.2MB) Subscribe:...
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