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 These recorded broadcasts may contain outdated or obsolete information.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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IRS Guidance On RMDs and The Secure Act Part 2: EDU #2222
June 1, 2022
Jim and Chris sit down to continue their discussion on the IRS’s proposed interpretations and implementations of the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E22.mp3 Podcast: Play in new window | Download (Duration: 1:09:41 — 31.9MB) Subscribe:...
Listen NowSocial Security, The SECURE Act, SSDI, and 401(k) Investments: Q&A #2222
May 28, 2022
Jim and Chris sit down to discuss questions relating to Social Security, the SECURE Act, SSDI, and 401(k) investment options. (8:00) George wonders about the cost-of-living adjustment for his PIA and Social Security benefit. (13:30) A listener from Connecticut asks about the unique Social Security issue that people born in 1960 are facing. (22:15) George looks for some additional clarification...
Listen NowIRS Guidance On RMDs and The Secure Act Part 1: EDU #2221
May 25, 2022
Jim and Chris sit down to discuss the IRS guidance/ideas surrounding RMDs (Required Minimum Distributions) and the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E21.mp3 Podcast: Play in new window | Download (Duration: 1:04:52 — 29.7MB) Subscribe:...
Listen NowSocial Security, Rollovers, Taxes, and FERS: Q&A #2221
May 21, 2022
Jim and Chris sit down to discuss listener topics relating to Social Security, rollovers, taxes, and FERS. (9:40) A listener from North Dakota asks about what percentage of Social Security tax is being withheld from her paycheck. (12:30) George wonders if his brother, who didn’t initially pay into Social Security will be allowed to include additional years of work for Social Security...
Listen NowEd Slott Group Conference Topics: EDU #2220
May 18, 2022
Jim and Chris sit down to discuss a couple of interesting topics that Jim learned about at the recent Ed Slott group conference. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E20.mp3 Podcast: Play in new window | Download (Duration: 1:09:19 — 31.7MB) Subscribe:...
Listen NowTax Mitigation, RMDs, and Roth Conversions: Q&A #2220
May 14, 2022
Chris and Bob sit down to discuss listeners questions relating to tax mitigation, RMDs, and Roth conversions. (5:00) Georgette is wondering what she and her husband can do now to lower their tax burden in retirement. (19:00) An Iowan is looking for a strategy to reduce their future Required Minimum Distributions (RMDs). (31:30) A listener asks a question about which accounts they should draw...
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