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 These recorded broadcasts may contain outdated or obsolete information.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!
Social Security, SSA-44, Secure Act 2.0, and Income Annuities: Q&A #2337
September 16, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, SSA-44, Secure Act 2.0, and income annuities. (6:45) A Virginian listener mentions a personal experience with personal and spousal Social Security benefits and asks for clarification on the exact rules. (27:30) George from Virginia asks if you have to file the form SSA-44 twice for each year in the two year...
Listen NowReexamining The Fun Number, MDF and Secure Income Part 4: EDU #2337
September 13, 2023
Jim and Chris sit down to continue their dialogue on feedback from listeners about how they’re doing their own retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E37.mp3 Podcast: Play in new window | Download (Duration: 1:25:39 — 39.2MB) Subscribe:...
Listen NowSocial Security, IRMAA, Fun Number, and MDF: Q&A #2336
September 9, 2023
Jim and Chris sit down to discuss listener questions regarding Social Security, IRMAA, fun spending, and MDF. (7:30) A Massachusetts listener looks for clarification on WEP and his person Social Security benefit timing. (15:00) George in Maryland asks about IRMAA and the circumstances of a life changing event. (22:30) A listener from Wisconsin asks about the release of the IRMAA surcharge...
Listen NowReexamining The Fun Number, MDF and Secure Income Part 3: EDU #2336
September 6, 2023
Jim and Chris sit down to continue their dialogue on feedback from listeners about how they’re doing their own retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E36.mp3 Podcast: Play in new window | Download (Duration: 1:31:11 — 41.7MB) Subscribe:...
Listen NowSocial Security, IRMAA, MDF, and Fun Spending: Q&A #2335
September 2, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, MDF, and fun spending. (6:45) A listener looks for clarification on his wife’s spousal Social Security benefit. (12:30) A listener from Indiana asks about suspending her own Social Security benefit till age 70 while potentially claiming a spousal benefit in the meantime. (23:00) George from Missouri...
Listen NowReexamining The Fun Number, MDF and Secure Income Part 2: EDU #2335
August 30, 2023
Jim and Chris sit down to continue their discussion on the concept of the fun number, minimum dignity floor (MDF), and secure income. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E35.mp3 Podcast: Play in new window | Download (Duration: 1:10:59 — 32.5MB) Subscribe:...
Listen Now
