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 These recorded broadcasts may contain outdated or obsolete information.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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Reexamining The Fun Number, MDF and Secure Income Part 3: EDU #2336
September 6, 2023
Jim and Chris sit down to continue their dialogue on feedback from listeners about how they’re doing their own retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E36.mp3 Podcast: Play in new window | Download (Duration: 1:31:11 — 41.7MB) Subscribe:...
Listen NowSocial Security, IRMAA, MDF, and Fun Spending: Q&A #2335
September 2, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, MDF, and fun spending. (6:45) A listener looks for clarification on his wife’s spousal Social Security benefit. (12:30) A listener from Indiana asks about suspending her own Social Security benefit till age 70 while potentially claiming a spousal benefit in the meantime. (23:00) George from Missouri...
Listen NowReexamining The Fun Number, MDF and Secure Income Part 2: EDU #2335
August 30, 2023
Jim and Chris sit down to continue their discussion on the concept of the fun number, minimum dignity floor (MDF), and secure income. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E35.mp3 Podcast: Play in new window | Download (Duration: 1:10:59 — 32.5MB) Subscribe:...
Listen NowSocial Security, IRMAA, Roth Conversions, Life Insurance, MDF and Fun Number: Q&A #2334
August 26, 2023
Jim and Chris discuss listeners questions relating to Social Security, IRMAA, Roth conversions, life insurance, MDF, and the fun number. (7:00) Georgette from Michigan asks for the best, free Social Security claiming optimization tools. (30:45) Georgette in Colorado wonders if doing Roth conversions to avoid IRMAA impacts is really worth the trouble. (56:00) A listener in Ohio looks for the...
Listen NowReexamining The Fun Number, MDF and Secure Income: EDU #2334
August 23, 2023
Jim and Chris sit down to discuss and reexamine the concept of the fun number, minimum dignity floor (MDF), and secure income. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E34.mp3 Podcast: Play in new window | Download (Duration: 1:31:24 — 41.8MB) Subscribe:...
Listen NowSocial Security, Survivor Benefits, Asset Management, Annuities, and RMDs: Q&A #2333
August 19, 2023
Jim and Chris sit down to discuss questions relating to Social Security, survivor benefits, asset management, annuities and RMDs. (3:30) A listener from Washington looks for clarification on claiming a Social Security survivor benefit and the timing of claiming her own personal benefit. (14:15) A listener from Michigan wonders if waiting till age 70 to claim Social Security makes sense in the...
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