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 These recorded broadcasts may contain outdated or obsolete information.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, Inherited IRAs, and Buffered ETFs: Q&A #2228
July 9, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security benefits, inherited IRAs, and buffered ETFs. (12:15) Georgette from Connecticut asks about the rules surrounding when to claim a spousal Social Security benefit. (23:00) Georgette wonders is Social Security benefits only get increased annually after hitting full retirement age. (30:00) George from Tennessee looks...
Listen NowDiscussing IRMAA: EDU #2227
July 6, 2022
Chris and Bob sit down to discuss a handful of older, listener prompted questions relating to the details of IRMAA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E27.mp3 Podcast: Play in new window | Download (Duration: 1:06:41 — 30.5MB) Subscribe:...
Listen NowSocial Security, Lump Sum Pensions, and Deferred Annuities: Q&A #2227
July 2, 2022
Jim and Chris sit down to discuss listener questions relating to Social Security, lump sum pensions, and deferred annuities. (4:15) George from Indiana looks for advice on the exact month he should file for his Social Security benefits to get the maximum deferred credit amount. (14:30) A Michigan listener asks for recommendations on a good, online Social Security benefits calculator. (24:30) A...
Listen NowFee Based Annuities: EDU #2226
June 29, 2022
Jim and Chris continue their discussion from a previously asked question about annuities under the new fee based platform. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E26.mp3 Podcast: Play in new window | Download (Duration: 1:11:10 — 32.6MB) Subscribe:...
Listen NowSocial Security Benefits and Fixed-Indexed Annuities: Q&A #2226
June 25, 2022
Jim and Chris sit down to discuss listener questions about Social Security benefits and fixed-indexed annuities. (26:00) A listener follows-up on a question from a previous show to ask about how divorce would affect her Social Security benefits. (33:30) PSA about our monthly newsletter. (42:00) A listener looks for thoughts and advice on commission-free fixed-indexed annuities....
Listen NowStruggles Spending Down Nest Egg In Retirement: EDU #2225
June 22, 2022
Jim and Chris sit down to discuss a recent Barron’s article about retirees struggles to spend down their nest egg in retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E25.mp3 Podcast: Play in new window | Download (Duration: 1:23:04 — 38.0MB) Subscribe:...
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