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 These recorded broadcasts may contain outdated or obsolete information.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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Variable 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...
Listen NowWhy We Manage Assets Our Way Q&A Part 2: EDU #2212
March 23, 2022
Jim and Chris sit down to continue answering listeners questions relating to the five part series on why we manage assets our way. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E12.mp3 Podcast: Play in new window | Download (Duration: 1:03:16 — 29.0MB) Subscribe:...
Listen NowSpousal Social Security, Roth Conversions, Rollovers, and Pensions: Q&A #2212
March 19, 2022
Jim and Chris discuss listeners questions relating to spousal Social Security benefits, Roth conversions, rollovers, and pensions. (10:30) George from Michigan looks for clarification on the potential benefit of a spousal benefit for his wife. (24:00) George from Connecticut lays out his plan for multi-year Roth conversions and prioritizing the “0” in his 210 tax number. (45:00) An...
Listen NowWhy We Manage Assets Our Way Q&A Part 1: EDU #2211
March 16, 2022
Jim and Chris sit down to answer listeners questions relating to the five part series on why we manage assets our way. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E11.mp3 Podcast: Play in new window | Download (Duration: 1:11:16 — 32.6MB) Subscribe:...
Listen NowSocial Security, Beneficiaries, Accidental Rollovers, and Trusts: Q&A #2211
March 12, 2022
Jim and Chris sit down to discuss listener questions regarding Social Security, beneficiaries, accidental rollovers, and Trusts. (3:15) A Michigan listener looks for clarification on the timing of potentially claiming a spousal Social Security benefit. (12:45) George from New York asks about beneficiaries and the concept of disclaiming inherited assets. (29:45) A listener looks for advice on an...
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