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 These recorded broadcasts may contain outdated or obsolete information.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, DIAs, QLACs, and Interest Rates: Q&A #2326
July 1, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, DIAs, QLACs, and interest rates. (4:30) A Texan listener looks for clarification on the rules surrounding the Social Security earning limit for self-employed people. (17:45) A listener asks if she’s missing anything in calculating the maximum and optimal time for her and her husband to claim their Social...
Listen NowOwning An Annuity Inside An IRA: EDU #2326
June 28, 2023
Jim and Chris sit down to discuss the considerations behind owning an annuity within an IRA and when it could be appropriate. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E26.mp3 Podcast: Play in new window | Download (Duration: 1:33:27 — 42.8MB) Subscribe:...
Listen NowSocial Security, Spousal/Survivor Benefits, SPIAs, and IRA Basis: Q&A #2325
June 24, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, spousal/survivor benefits, SPIAs, and IRA basis. (4:00) A listener from Delaware looks for clarification on the timing of claiming Social Security and when his wife is eligible to claim a spousal benefit. (15:25) A local Colorado listener wonders how she can begin claiming a survivorship Social Security benefit...
Listen NowThe Basics Of Annuities: EDU #2325
June 21, 2023
Jim and Chris sit down to discuss the basics of annuities and where we see them fitting in within our retirement planning philosophy. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E25.mp3 Podcast: Play in new window | Download (Duration: 1:11:20 — 32.7MB) Subscribe:...
Listen NowSocial Security, Roth IRAs, 403(b) Accounts, and Pensions: Q&A #2324
June 17, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth IRAs, 403(b) accounts, and pensions. (9:00) George from Kansas asks a question from a client regarding Social Security and the claiming of benefits. (19:00) George from Tennessee asks if we can explain how delayed Social Security credits after full retirement age are calculated. (25:00) A listener from...
Listen NowWhen To Consider An Annuity: EDU #2324
June 14, 2023
Jim and Chris continue their discussion on annuity related topics and when to consider the use of an annuity within your retirement plan. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E24.mp3 Podcast: Play in new window | Download (Duration: 1:21:19 — 37.2MB) Subscribe:...
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