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 These recorded broadcasts may contain outdated or obsolete information.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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Miscellaneous Retirement Planning Topics: EDU #2251
December 21, 2022
Jim and Chris sit down to discuss a handful of different retirement planning topics that came up throughout the year. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E51.mp3 Podcast: Play in new window | Download (Duration: 1:14:07 — 33.9MB) Subscribe:...
Listen NowSocial Security, Roth Conversions, MDF, HSAs, and Financial Advisors: Q&A #2251
December 17, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, MDF, HSAs, and financial advisors. (6:00) George asks a question on the mechanics of Social Security auxiliary benefits. (15:15) A listener wonders if he can still do a 60-day rollover for a Roth conversion if he has no earned income. (18:00) George from the UK looks for clarification on how to...
Listen NowQuestions Relating To Taxes: EDU #2250
December 14, 2022
Jim, Chris, and in-house CPA, Bob Palechek sit down to discuss listeners questions regarding a variety of tax topics. (18:00) Georgette from Ohio looks for clarification on the wash sale rules. (37:15) A listeners wonders about the best time to claim Social Security and the timing for some potential Roth conversions. (54:30) A listener asks if they can still make a deductible HSA contribution...
Listen NowSocial Security, 60-Day Rollovers, HSAs, and Bond Ladders: Q&A #2250
December 10, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, 60-day rollovers, HSAs, and bond ladders. (12:45) George from Kentucky wonders if a spousal Social Security benefit will benefit from a cost of living adjustment (COLA). (20:00) George in Oregon asks a couple of questions regarding the 60-day IRA rollover strategy that was mentioned on a previous show. (32:45) A...
Listen NowQuestions On Long-Term Care (LTC): EDU #2249
December 7, 2022
Jim, Chris, and in-house long-term care expert, Greg Darden sit down to discuss a handful of listeners questions relating to long-term care insurance. (15:00) A listener wonders if she is too late to purchase long-term care insurance. (37:10) George from North Carolina looks for opinions on his assessment of potentially obtaining long-term care insurance. (50:00) A Californian listener looks for...
Listen NowSocial Security, IRAs, and Taxes: Q&A #2249
December 3, 2022
Jim and Chris sit down to discuss and answer listeners questions regarding Social Security, IRAs, and taxes. (12:45) A listener from New Jersey wonders why someone would file a restricted application for Social Security. (20:00) A listener from Indiana looks for clarification on a potential IRA rollover strategy to stay below IRMAA limits. (51:00) George from California wonders about having a...
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