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 These recorded broadcasts may contain outdated or obsolete information.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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Financial Planning and Taxes: EDU #2120
May 19, 2021
Jim and Chris sit down with inhouse CPA, Bob Palechek to discuss some listener emails pertaining to taxes and financial planning related questions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E20.mp3 Podcast: Play in new window | Download (Duration: 1:12:52 — 33.4MB) Subscribe:...
Listen NowSocial Security, Cash Balance Plans, Pensions, and The Pro-Rata Rule: Q&A #2120
May 15, 2021
Jim and Chris sit down to discuss listener’s questions relating to Social Security, cash balance plans, pensions, and the pro-rata rule. (3:00) Jim and Chris begin by deep diving into the calculation behind the idea of investing your age 62 Social Security benefits instead of waiting till age 70 to claim and follow-up by answering George from Texas’s question about maximizing his...
Listen NowIRS Tax Court Cases and PLRs: EDU #2119
May 12, 2021
Jim and Chris sit down to discuss a couple court cases from IRS tax court and some private letter rulings (PLR). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E19.mp3 Podcast: Play in new window | Download (Duration: 53:05 — 24.3MB) Subscribe:...
Listen NowSocial Security, Backdoor Roth Contributions, Taxes, LTC, and RMDs: Q&A #2119
May 8, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, backdoor Roth contributions, taxes, hybrid LTC policies, and RMDs. (11:45) George from New York looks for clarification on Social Security and surviving spousal benefits. (17:00) An Ohioan asks a question about backdoor Roth contributions and the pro-rata rule. (27:45) A listener wonders about the taxation of...
Listen NowRecapping Ed Slott Training Topics: EDU #2118
May 5, 2021
Jim and Chris sit down to discuss a variety of topics from Jim’s experience at the most recent Ed Slott training session. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E18.mp3 Podcast: Play in new window | Download (Duration: 57:56 — 26.5MB) Subscribe:...
Listen NowSocial Security, Roth Conversions, Taxes, Mortgages, and IRA Rollovers: Q&A #2118
May 1, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth conversions, taxes, paying off mortgages, and IRA rollovers. (5:00) A Kentucky listener looks for clarification on the taxation of retroactive Social Security benefits. (11:00) George asks for advice on deciding when to claim Social Security. (22:00) A listener asks about how to convert money from a 457(b)...
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