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 These recorded broadcasts may contain outdated or obsolete information.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).
Listen to our podcasts on iTunes!
Updates To Proposed Tax Changes In BBB Act and Misc. Tax Discussion: EDU #2144
November 3, 2021
Chris and in house CPA, Bob Palechek sit down to discuss updates to the potential tax changes within the proposed Build Back Better Act as well as a listeners in-depth tax question. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E44.mp3 Podcast: Play in new window | Download (Duration: 1:05:21 — 29.9MB) Subscribe:...
Listen NowRoth Conversions, Inherited Stock, and Military Pensions: Q&A #2144
October 30, 2021
Chris sits down with in-house CPA, Bob Palechek, to discuss questions relating to Roth conversions, inherited stock shares, and taxation of military pensions. (4:00) A Kentucky listener looks for clarification on Roth conversions and the definition of net investment income. (27:45) A Pennsylvanian couple asks about estate planning and inheriting shares out of a brokerage account containing...
Listen NowNuances With Beneficiaries Of Inherited IRAs: EDU #2143
October 27, 2021
Jim and Chris sit down to discuss a listener prompted topic relating to nuances with beneficiaries of inherited IRAs. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E43.mp3 Podcast: Play in new window | Download (Duration: 1:06:36 — 30.5MB) Subscribe:...
Listen NowSocial Security, JWROS Accounts, TSPs, Inherited IRAs, and Backdoor Roth Contributions: Q&A #2143
October 23, 2021
Jim and Chris discuss questions relating to Social Security, JWROS accounts, TSPs, inherited IRAs, backdoor and converted Roth contributions. (9:45) A Wisconsin listener looks for clarification on Social Security Survivor benefits. (12:00) A listener from Arizona looks for advice on when to claim Social Security. (19:00) George from Indiana asks if there’s any advantage to delaying...
Listen NowIrrevocable Life Insurance Trusts After The Build Back Better Act: EDU #2142
October 20, 2021
Jim and Chris sit down to discuss irrevocable life insurance trusts (ILITs) after provisions of the Build Back Better Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E42.mp3 Podcast: Play in new window | Download (Duration: 57:57 — 26.5MB) Subscribe:...
Listen NowCOLA and Other Changes To Social Security For 2022: Q&A #2142
October 16, 2021
Chris sits down on a solo mission to discuss and answer questions about the recently announced, 2022 Social Security revisions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y21E42.mp3 Podcast: Play in new window | Download (Duration: 42:41 — 19.5MB) Subscribe:...
Listen Now
