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 These recorded broadcasts may contain outdated or obsolete information.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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The Issue With Trusts As Beneficiaries on IRAs: EDU #2114
April 7, 2021
Jim and Chris sit down to discuss a listeners email surrounding the topic of potential issues with having a trust setup as beneficiary to an IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E14.mp3 Podcast: Play in new window | Download (Duration: 1:13:41 — 33.7MB) Subscribe:...
Listen NowSocial Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC: Q&A #2114
April 3, 2021
Jim and Chris sit down to discuss listener questions and comments on Social Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC. (7:00) A listener from North Carolina would like to know how the family’s maximum Social Security benefit affects a child’s Social Security benefit. (25:10) A CPA from Alabama commented on future tax credit proposals. (30:50) A Californian...
Listen NowYour Tax Questions Answered: EDU #2113
March 31, 2021
Chris sits down with special guest and CPA, Bob Palechek to discuss a couple general tax questions from listeners. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E13.mp3 Podcast: Play in new window | Download (Duration: 52:00 — 23.8MB) Subscribe:...
Listen NowSocial Security, Roth Conversions, and LTC: Q&A #2113
March 27, 2021
Jim and Chris sit down to discuss listeners’ questions pertaining to Social Security, Roth conversions, and long term care (LTC) insurance. (6:00) A New Yorker asks a question about the theoretical maximum payout value for Social Security and what its based on. (18:15) A Portland listener asks about the difference between Social Security survivor benefits and divorced survivor Social...
Listen NowBiden Administration’s Tax Proposal Discussion: EDU #2112
March 24, 2021
Jim and Chris sit down to discuss and provide details about the twelve potential tax changes within the Biden administrations tax proposal. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E12.mp3 Podcast: Play in new window | Download (Duration: 1:15:26 — 34.5MB) Subscribe:...
Listen NowSocial Security, Delayed Retirement Credits, IRD, CRDs, and Commission-Free Annuities: Q&A #2112
March 20, 2021
Jim and Chris answer listener questions about Social Security, Delayed Retirement Credits, IRD, CRDs, and Commission-Free Annuities. (4:45) A Nevadan wants to know if severance payments affect their Social Security earnings record. (13:38) A listener asks two questions about Social Security survivor benefits and delayed retirement credits. (24:57) George from California wanted clarification on a...
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