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 These recorded broadcasts may contain outdated or obsolete information.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, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440
October 5, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security benefits, planning with the potential for an SO, funding a 529 savings account, losses in a Roth IRA, and Fixed Indexed Annuities… (9:00) A listener hopes Chris can tell him if having a different name on his Birth Certificate and Social Security card is going to be an issue when he applies for benefits....
Listen NowOur Retirement Planning Process: EDU #2440
October 2, 2024
Jim and Chris sit down for another EDU show dedicated to our retirement planning process. In this episode the guys dialog with listeners, answering questions and expounding on key ideas. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E40.mp3 Podcast: Play in new window | Download (Duration: 1:39:58 — 45.8MB) Subscribe:...
Listen NowBuffered ETFs Special Episode: Q&A #2439
September 28, 2024
Jim and Chris welcome back special guest Matthew Kaufman, from Calamos Investments, to answer a series of listener questions on buffered/principle protected ETFs … (13:00) Georgette wants to know how an ETF and those invested in it are affected if the managing firm goes bankrupt. (22:00) A listener wonders how to assess an appropriate risk /reward with all of the variables involved with...
Listen NowEstate Planning Special Edition: EDU #2439
September 25, 2024
Jim and Chris welcome back Estate Planning Attorney, Shelly Thompson in this special EDU edition turned Q&A… (8:30) A listener asks how to find a reputable estate lawyer and if there are any books Shelly recommends for learning more about Living Trusts. (20:00) George wonders what the best practice is for making funds available to an executor that in not named as an account...
Listen NowSocial Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438
September 21, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security Child-in-Care, Disability, and Survivor Benefits, as well as Conduit Trusts… (20:00) A listener asks if he qualifies for child-in-care benefit under his wife’s Social Security since he helps care for their disabled son, and if the son could be getting half of her Social Security. Chris also answers...
Listen NowOur Retirement Planning Process and Philosophy Part 13: EDU #2438
September 18, 2024
Jim and Chris finish their long-running series about their retirement planning process with a final discussion about asset positioning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E38.mp3 Podcast: Play in new window | Download (Duration: 1:39:03 — 45.3MB) Subscribe:...
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