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 These recorded broadcasts may contain outdated or obsolete information.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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Recapping 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/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E18.mp3 Podcast: Play in new window | Download (Duration: 57:56 — 26.5MB) Subscribe: Apple Podcasts |...
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)...
Listen NowTax Efficiencies of ETFs vs. Mutual Funds: EDU #2117
April 28, 2021
Jim and Chris sit down to discuss the tax efficiencies of exchange traded funds (ETFs) and the differences from mutual funds. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E17.mp3 Podcast: Play in new window | Download (Duration: 1:15:31 — 34.6MB) Subscribe: Apple Podcasts |...
Listen NowSocial Security, Fraud Protection, LTC, and Deferred Income Annuities: Q&A #2117
April 24, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, fraud protection for IRAs and 401k’s, LTC, and annuities. (3:45) George from Washington looks for clarification on claiming a spousal Social Security benefit. (11:45) Georgette from California asks about the fraud protection of IRAs and 401k plans. (31:15) A Connecticut listener asks if traditional LTC...
Listen NowReverse Mortgages Continued: EDU #2116
April 21, 2021
Jim and Chris sit down to continue last weeks discussion about reverse mortgages with special guest, Jan Jordan. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E16.mp3 Podcast: Play in new window | Download (Duration: 1:04:36 — 29.6MB) Subscribe: Apple Podcasts |...
Listen NowSocial Security, Roth IRA Contributions, TIPS, Life Insurance, Cost Basis, and Roth Conversions: Q&A #2116
April 17, 2021
Jim and Chris sit down to answer listeners’ questions relating to Social Security, Roth IRA contribution rules, TIPS, life insurance, cost basis, and Roth conversions. (2:55) A listener looks for advice on the best date for his wife to claim her Social Security benefit. (17:30) George from Michigan asks if graduate students receiving funds from the university can qualify to make...
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