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 These recorded broadcasts may contain outdated or obsolete information.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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Retirement Planning Philosophies: EDU #2035
September 2, 2020
Jim and Chris discuss various retirement planning philosophies within the industry and elaborate on their own unique approach. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E35.mp3 Podcast: Play in new window | Download (Duration: 1:13:17 — 33.3MB) Subscribe:...
Listen NowSocial Security, Tax Deductions, and 401(k) Advice: Q&A #2035
August 29, 2020
Jim and Chris discuss listeners’ questions relating to Social Security, standard tax deductions as a result of the CARES Act, and 401(k) advice for a younger investor. (5:45) A listener from New Jersey wonders what happens to employer Social Security contributions when the employee has maxed out their Social Security with a different employer. (17:45) George from Kentucky asks about...
Listen NowThe SECURE Act and Tax-Deferred Accounts: EDU #2034
August 26, 2020
Jim and Chris discuss a listener’s email regarding concerns about how to distribute tax-deferred assets to beneficiaries and the impact of the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E34.mp3 Podcast: Play in new window | Download (Duration: 1:16:49 — 34.1MB) Subscribe:...
Listen NowSocial Security, WEP, 401(k) Rollovers, and Roth Conversions: Q&A #2034
August 22, 2020
Jim and Chris discuss listeners’ questions regarding Social Security, WEP (Windfall Elimination Provision), 401k rollovers, and Roth Conversions. (Intro) Jim and Chris begin by discussing financial advice given by a popular radio broadcaster. Both Jim and Chris felt as though the advice provided by this popular broadcaster fell short in its accuracy and was too generalized in its approach...
Listen NowThe History of Social Security: EDU #2033
August 19, 2020
Jim and Chris (mostly Chris) discuss the history of the Social Security Act that was passed on Agust 14th, 1935, and the changes that have occurred throughout the past 85 years of the program’s existence. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E33.mp3 Podcast: Play in new window | Download (Duration: 1:09:17 —...
Listen NowThe SECURE Act, Social Security, The CARES Act, and More: Q&A #2033
August 15, 2020
Jim and Chris answer listeners’ questions about Social Security, The SECURE Act, The CARES Act, pension payout options, the fluidity of the Minimum Dignity Floor, and what to consider when choosing the right survivor benefits from a pension. (9:15) A listener from Massachusetts wants to know about divorced spouse Social Security claiming options. (18:41) George from Georgia seeks...
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