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 These recorded broadcasts may contain outdated or obsolete information.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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Medicare, IRMAA, Social Security, Roth Conversions, Taxes, RMDs, and Trusts: Q&A #2401
January 6, 2024
Jim and Chris discuss listeners questions relating to Medicare, IRMAA, Social Security, Roth conversions, taxes, RMDs, and trusts. (5:00) George from Arizona asks why Medicare doesn’t “true up” IRMAA penalties on a tax return. (12:00) George in Florida wonders if a couple has to be married for 10 years consecutively to qualify for a Social Security spousal benefit. (20:30) A...
Listen NowSeniors and Insurance: EDU #2401
January 3, 2024
Jim and Chris sit down to discuss an article relating to three types of insurance seniors should know about. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E01.mp3 Podcast: Play in new window | Download (Duration: 47:07 — 21.6MB) Subscribe:...
Listen NowSocial Security, IRMAA, Backdoor Roth Contributions, and Annuities: Q&A #2352
December 30, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, backdoor Roth contributions, and annuities. (13:45) A local listener worries and asks about earning excess income in a certain year while already claiming her Social Security benefit. (25:15) A Virginian listener looks for clarification on what qualifies as a “work reduction” for IRMAA purposes....
Listen NowQuarterly Dialogue: Funding The Minimum Dignity Floor (MDF): EDU #2352
December 27, 2023
Jim and Chris continue their quarterly dialogue discussing listener emails relating to funding the MDF while considering SPIAs, interest rates, inflation, risk tolerance and planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E52.mp3 Podcast: Play in new window | Download (Duration: 1:32:47 — 42.5MB) Subscribe:...
Listen NowSocial Security, WEP, IRMAA, and Retirement Planning: Q&A #2351
December 23, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, WEP, IRMAA, and retirement planning. (6:45) A listener looks for clarification regarding his parents Social Security survivor benefits and the impact of WEP. (22:00) A listener in New Mexico asks about the impacts of IRMAA in years with large gains resulting from the sale of a home. (34:15) Georgette looks for...
Listen NowQuarterly Dialogue: Spending The Fun Number: EDU #2351
December 20, 2023
Jim and Chris continue their quarterly dialogue discussing a couple of listener emails relating to the safe withdrawal approach to retirement and spending the fun number. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E51.mp3 Podcast: Play in new window | Download (Duration: 54:38 — 25.0MB) Subscribe:...
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