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 These recorded broadcasts may contain outdated or obsolete information.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 Social Security Special: EDU #2341
October 11, 2023
Chris sits down on a solo episode to discuss several different listeners questions relating to a variety of Social Security topics. (3:00) George from Texas asks if avoiding the spousal offset from automatically kicking on is an option. (9:15) Georgette wonders if her future COLAs and deferred retirement credits will be calculated based on the benefit she was receiving prior to suspending her...
Listen NowSocial Security, Spousal Benefits, IRMAA, SPIAs, and Excess Contributions: Q&A #2340
October 7, 2023
Jim and Chris discuss listeners questions relating to Social Security, spousal benefits, IRMAA, SPIAs, and excess contributions. (8:00) A listener from Arizona looks for clarity regarding a spousal Social Security benefit and what amount is considered for the spousal “top off” amount. (23:15) George from Massachusetts asks about filing the form SSA-44 to avoid IRMAA for the years...
Listen NowReviewing The Ed Slott Test Continued: EDU #2340
October 4, 2023
Jim and Chris sit down to continue their discussion on a test/quiz given to attendees of the Ed Slott training program. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E40.mp3 Podcast: Play in new window | Download (Duration: 1:01:54 — 28.3MB) Subscribe:...
Listen NowSocial Security, GPO, Spousal Benefits, IRMAA, SPIAs, and Secure Act 2.0: Q&A #2339
September 30, 2023
Jim and Chris discuss questions relating to Social Security, GPO, the Social Security spousal benefits, IRMAA, SPIAs, and the Secure Act 2.0. (4:30) A listener from Illinois references a previous Q&A show and asks about the effects of GPO on Social Security. (8:15) A listener from Utah looks for clarification on delaying the claiming of a spousal Social Security benefit. (22:30) Georgette...
Listen NowReviewing The Ed Slott Test: EDU #2339
September 27, 2023
Jim and Chris sit down to discuss a test/quiz given to attendees of the Ed Slott training program and provide their thoughts. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E39.mp3 Podcast: Play in new window | Download (Duration: 1:03:40 — 29.1MB) Subscribe:...
Listen NowSocial Security, PIA, IRMAA, MDF, and Annuities: Q&A #2338
September 23, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, PIA, IRMAA, MDF, and annuities. (5:15) A Californian listener looks for clarification on a potential Social Security survivor benefit for his mother. (17:00) An Arizona listener wonders at what point his primary insurance amount (PIA) becomes “set”. (31:30) George from Texas asks about IRMAA and...
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