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 These recorded broadcasts may contain outdated or obsolete information.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, Annuities, Roth Conversions, IRMAA, and Buffered Investments: Q&A #2332
August 12, 2023
Jim and Chris discuss listener questions relating to Social Security, annuities, Roth conversions, IRMAA, and buffered investments. (2:45) Georgette from New York looks for some clarification on collecting her own Social Security benefit given a couple of unique items specific to her case. (12:30) A listener provides his input and thoughts on Jim and Chris’s thoughts towards using AAA...
Listen NowAddressing Concerns Posed In Financial Planning Article: EDU #2332
August 9, 2023
Jim and Chris discuss an article and provide their opinion on how they would attack some of the concerns proposed in the article. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E32.mp3 Podcast: Play in new window | Download (Duration: 1:02:13 — 28.5MB) Subscribe:...
Listen NowSocial Security, WEP, Survivor Benefits, RMDs, and Pensions: Q&A #2331
August 5, 2023
Jim and Chris discuss questions relating to Social Security, WEP, survivor benefits, RMDs, annuities, and pensions. (5:45) Georgette in Texas looks for clarification on the impacts of the windfall elimination provision (WEP) on her anticipated Social Security benefit. (14:00) George from Nebraska asks about the timing of claiming a Social Security survivorship benefit based on a couple of...
Listen NowPowers Of Attorney and Beneficiary Changes: EDU #2331
August 2, 2023
Jim and Chris continue their discussion and dive into detail on Power of Attorney (POA) forms with relation to changing beneficiaries. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E31.mp3 Podcast: Play in new window | Download (Duration: 1:21:57 — 37.5MB) Subscribe:...
Listen NowSocial Security, Annuities, LTC, Roth IRAs and 529 Plans: Q&A #2330
July 29, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, annuities, LTC, Roth IRA contributions and 529 plans. (5:15) A listener from New Jersey asks if there is an income limit for being allowed to claim child in care Social Security benefits. (14:00) A Colorado listener looks for clarification on his wives spousal Social Security benefit if he were to delay claiming...
Listen NowCommon Financial Power Of Attorney Mistakes: EDU #2330
July 26, 2023
Jim and Chris sit down to discuss a couple of common mistakes attorneys see in financial powers of attorney (POA). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E30.mp3 Podcast: Play in new window | Download (Duration: 1:08:25 — 31.3MB) Subscribe:...
Listen Now
