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 These recorded broadcasts may contain outdated or obsolete information.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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No Podcast This Week Due To COVID: EDU #2307
February 15, 2023
Unfortunately, there is no podcast this week. One of the hosts has come down with COVID and is not able to record. Jim and Chris will be back next week!
Listen NowSocial Security, The Fun Number, and Secure Income: Q&A #2306
February 11, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, the fun number, and secure income. (11:00) A listener asks if any Social Security earnings and taxes paid at age 62 onward will impact their future Social Security benefit calculation. (20:00) A Wisconsin listener looks for clarification on her estimated Social Security PIA and if it includes the 8.70%...
Listen NowFun Number Follow Up: EDU #2306
February 8, 2023
Jim and Chris sit down to discuss and follow-up on a few remaining items surrounding the concept of the Fun Number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E06.mp3 Podcast: Play in new window | Download (Duration: 1:03:29 — 29.1MB) Subscribe:...
Listen NowSocial Security, Roth Conversions, and Retirement Spending: Q&A #2305
February 4, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, Roth conversions, and retirement spending. (13:00) Georgette from New York looks for clarification on her Social Security claiming strategy and if her spousal benefit will be reduced. (19:00) George asks for additional information on disabled children being able to inherit Social Security payments and tax efficient...
Listen NowThe Fun Number Part 4: EDU #2305
February 1, 2023
Jim and Chris wrap up their discussion of the Fun Number and what to do once you’ve arrived at your Fun Number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E05.mp3 Podcast: Play in new window | Download (Duration: 1:34:06 — 43.1MB) Subscribe:...
Listen NowSocial Security, Pensions, 457(b)’s, and Backdoor Roth Contributions: Q&A #2304
January 28, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, pensions, 457b’s, and backdoor Roth contributions. (11:00) A Texan listener asks if his wives spousal Social Security benefit will be based off half of his original PIA or his PIA adjusted for cost-of-living. (16:30) A listener in Ohio looks for clarification on the effect that WEP and GPO will have on her...
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