Past Shows 2009

Go back to the main Radio Show page

Past Shows

Click the purple play button to listen to past shows.

Slower internet connections may take longer to load audio files.

To download a show, right click on Download as MP3 and select 'Save Target As.'

You may then choose where to save it on your hard drive.

December 26, 2009

Burk & Julie discuss the pros and cons of Roth IRA conversions as well as the required account aggregation rule. They also take listeners’ questions about 401(k) rollovers, 60-day IRA rollover errors, 403(b) plans and annuities.

Download as MP3

December 19, 2009

Burk & Julie discuss the advantages of sticking to a shopping budget or at least sticking to your shopping list during the holidays. They also take listeners’ questions about life insurance, 401(k) rollovers, Roth IRA conversions, and index funds vs. actively-managed funds.

Download as MP3

December 12, 2009

Burk & Julie discuss Roth conversions and the changes beginning in 2010, which will remove the income limitations for those wishing to convert a traditional IRA to a Roth. They also take listeners’ questions about 401(k) rollovers, asset allocation for college savings and pension options.

Download as MP3

December 5, 2009

Burk & Julie discuss investors moving from brokerage houses to independent firms and the risks of having long-term money in cash or bonds. They also take listeners’ questions about saving for college, gifting and estate taxes, annuities and life settlements.

Download as MP3

November 28, 2009

Burk & Julie discuss corporate pensions and the upcoming changes due to the Pension Protection Act of 2006 as well as the trend of corporations shifting away from traditional pension plans. They also take listeners’ questions regarding pensions and annuities.

Download as MP3

November 14, 2009

Burk & Julie discuss consumer confidence, what psychologists refer to as “recency bias”, and why a child playing with a yoyo while walking up a staircase may visually resemble the stock market. They also take listeners’ questions regarding market downturns, how to start investing in a 401(k), pros and cons of various annuities, and Roth 401(k) vs. Traditional 401(k).

Download as MP3

October 31, 2009

Burk & Julie discuss rollover mistakes. They also take listeners' questions regarding buying gold, first-time home purchase, revocable living trusts, part-time work affects on Social Security, converting teacher retirement funds to a Roth IRA & more.

Download as MP3

October 24, 2009

Burk & Julie discuss retirement distribution mistakes and a Social Security planning technique that some consider to be a scam. They also take listeners' questions regarding the pros and cons of using IRA money to pay off a home mortgage, CD alternatives, life settlements & more.

Download as MP3

October 17, 2009

Burk & Julie take listeners' questions regarding 401(k) loan pros and cons, Social Security early benefits and full benefits, saving for college, retirement income withdrawal rates & more.

Download as MP3

October 3, 2009

Burk & Julie discuss rollover mistakes. They also take listeners' questions regarding buying gold, first-time home purchase, revocable living trusts, part-time work affects on Social Security, converting teacher retirement funds to a Roth IRA & more.

Download as MP3

September 26, 2009

Burk & Julie discuss rollover mistakes. They also take listeners' questions regarding using stocks to pay off property, Social Security penalties, leaving money to grandkids & more.

Download as MP3

September 19, 2009

Burk & Julie discuss Britney Spears, proposed estate tax law changes, asset protection for seniors, how to protect against long term care expenses & more.

Download as MP3

September 12, 2009

Burk & Julie discuss 401(k) mistakes. They also take listeners' questions regarding exceptions to early withdrawal penalties from retirement accounts, investing in bankrupt stocks, 401(k) and IRA contributions & more.

Download as MP3

August 29, 2009

Burk & Julie discuss recent positive economic news. They also take listeners’ questions regarding Roth conversions, Social Security, estate tax Changes, life settlements, ponzi scheme tax deductions & more.

Download as MP3

August 22, 2009

Burk & Julie answer listeners' questions regarding paying off your home, rolling 401(k) to SEP-IRA, Roth IRAs vs. Traditional IRAs, IRA Required Minimum Distributions & more.

Download as MP3

August 15, 2009

Burk & Julie answer listeners' questions regarding Roth IRAs vs. Traditional IRAs, 401(k) rollovers, IRA Required Minimum Distributions, Roth conversions & more.

Download as MP3

August 8, 2009

Burk & Julie discuss some of the potential pitfalls of equity index annuities. They take listeners' questions regarding social security, investing in gold, IRS back taxes, 401(k) rollovers & more.

Download as MP3

August 1, 2009

Burk & Julie discuss some of the biggest 401(k) mistakes. They also take listeners' questions regarding 401(k) rollovers, teacher retirement plans, Roth 401(k) vs. Traditional 401(k) & more.

Download as MP3

July 25, 2009

Burk & Julie discuss the markets and investor behavior. They also take listeners' questions regarding the pros and cons of taking IRA withdrawals to pay off debt, probate issues & more.

Download as MP3

July 18, 2009

Burk & Julie discuss a recent Dalbar study which suggests why many investors have likely underperformed the markets the past twenty years. They also take listeners' questions about 401(k) rollovers, on-line banks, IRAs & more.

Download as MP3

July 11, 2009

Burk & Julie discuss Madoff issues and take listeners' questions regarding 401(k)s, required minimum distributions, annuities and more.

Download as MP3

July 4, 2009

Burk & Julie discuss Independence Day and Madoff's loss of his independence and take listeners' questions about Roth conversions, 401(k) rollovers & annuity withdrawal consequences.

June 27, 2009

Burk & Julie discuss recent retirement confidence surveys and take listeners' questions about starting a business, inflation concerns, teacher retirement payout options & more.

Download as MP3

June 20, 2009

Burk & Julie discuss retiree health care cost concerns and take listeners' questions about 401(k) choices, inherited stock, concerns about the future of Medicare and Social Security & more.

Download as MP3

 

View other In the Media sections

Television, Radio and Print

Your Money with The Rosenthals discusses investment strategies that may not be appropriate for all investors. Discussions are presented for informational purposes only and should not be construed as recommendations and/or advice. Investment decisions should be based on risk tolerance, time horizon, tax situation and other individual factors. Investors should analyze their own unique situation and explore their options with the help of a qualified financial professional prior to carrying out any investment strategy. Investments are inherently risky and the value of the investments will fluctuate with changes in market conditions. Consideration should be given to the possible loss of a part or all of principal invested.

Past performance does not guaranteee future results.


Rosenthal Retirement Planning, LP (817) 336-2000 - (214) 752-1000 - (800) 336-2553

Home  |  Sign up for Weekly Market Commentary  |  Professional Certifications  |  Past Radio Shows  |  Banking  |  Contact Us

Securities and Advisory Services through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, a Registered Investment Adviser. Financial Planning and Consulting Services offered through Rosenthal Retirement Planning, LP, a Registered Investment Adviser. Rosenthal Retirement Planning, LP and NPC are separate and unrelated companies.