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 These recorded broadcasts may contain outdated or obsolete information.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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Differing Approaches To Retirement: EDU #2215
April 13, 2022
Jim and Chris sit down to discuss the rather philosophical topic of differing approaches to retirement and longevity of retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E15.mp3 Podcast: Play in new window | Download (Duration: 1:24:35 — 38.7MB) Subscribe:...
Listen NowSocial Security, Medicare, Life Insurance, and Retirement Planning: Q&A #2215
April 9, 2022
Jim and Chris sit down to answer listeners questions relating to Social Security, Medicare, life insurance, and retirement planning. (6:45) A listener from Connecticut asks if his mother can reclaim monies she previously contributed to Social Security if she’s not going to receive a benefit. (12:45) A listener in New York has a question about the timing of receiving Social Security...
Listen NowThe Minimum Dignity Floor (MDF): EDU #2214
April 6, 2022
Jim and Chris sit down to elaborate on the concept of the Minimum Dignity Floor (MDF) from it’s inception to the current iteration. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E14.mp3 Podcast: Play in new window | Download (Duration: 1:31:48 — 42.0MB) Subscribe:...
Listen NowWEP, Social Security, Annuities, and Roth Conversions: Q&A #2214
April 2, 2022
Jim and Chris sit down to discuss listener questions relating to WEP, Social Security, annuities, Roth conversions, and taxes. (2:30) George from California has a question about WEP and whether or not he should try to earn a few more Social Security credits. (20:00) George from Pennsylvania looks for clarification on purchasing an annuity with IRA money. (34:00) A listener from Massachusetts...
Listen NowVariable Annuities In Retirement Portfolios: EDU #2213
March 30, 2022
Jim and Chris dissect a listener’s question on how to treat a variable annuity in his retirement portfolio when funding an income shortfall. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E13.mp3 Podcast: Play in new window | Download (Duration: 1:24:50 — 38.8MB) Subscribe:...
Listen NowSocial Security, Home Equity, Roth Conversions, QLACs, SPIAs, RMDs, 5-Year Rule, TOD Accounts, and Retirement Estimators: Q&A #2213
March 26, 2022
Jim and Chris sit down to discuss listener questions regarding Social Security, home equity, Roth conversions, QLACs, SPIAs, RMDs, 5-Year Rule, TOD accounts, and retirement estimators. (3:45) George asks if his Primary Insurance Amount (PIA) will increase with inflation while he delays his Social Security benefit to age 70. (15:30) A listener wants to know how we utilize home equity in our...
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