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 These recorded broadcasts may contain outdated or obsolete information.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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Tax-Related Answers about IRMAA & Roth Conversions: EDU #2023
June 10, 2020
Bob joins Chris today in this tax-related EDU show: they answer some tax questions about IRMAA and a Roth conversion. (2:00) IRMAA and submitting a life-changing event form (24:45) The timing of MAGI limits in IRMAA (38:33) What happens if you under-pay taxes this year due to a Roth conversion in early 2020?...
Listen NowA Social Security Question and 5 CARES Act Questions: Q&A #2023
June 6, 2020
Jim and Chris answer a Social Security question and 5 CARES Act/COVID related questions. (11:00) A listener would like to know where he can obtain his estimated retirement benefit information from the Social Security Administration if the website is no longer providing him this information. (19:00) A listener from Kentucky has some questions about CARES Act IRA withdrawal and repayment...
Listen NowJim & Chris’s Retirement Planning Approach and Process Part 6: EDU #2022
June 3, 2020
As an addition to their 5-Part series on their retirement planning approach and process, Jim and Chris discuss some listeners’ questions about how taxes fit into their philosophy and approach. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E22.mp3 Podcast: Play in new window | Download (Duration: 48:13 — 22.1MB)...
Listen NowOut-of-Country Citizenship, A Clarification on IRMAA, & A Roth Conversion Error: Q&A #2022
May 30, 2020
Jim and Chris cover a range of varied topics today: they revisit a past question, discuss a citizenship inquiry, clarify an IRMAA statement, and discuss a Roth conversion error. (4:15) Jim and Chris revisit a question answered in a previous podcast episode about child-in-care spousal benefits. (10:10) A listener who lives in Spain has some questions about Social Security benefits if she were to...
Listen NowUnexpected Windfalls: EDU #2021
May 27, 2020
Jim and Chris discuss a topic brought to us by a listener’s question: what are some strategies one should consider when faced with expected windfalls such as suddenly inheriting a large sum of money? *Note: Near the end of the episode, Jim and Chris failed to mention that there’s a 10% early withdrawal penalty if you withdraw from an annuity while younger than age 59 1/2. Please...
Listen NowExcess Social Security Withholding, Trusts, QLACs, and More of the Best States for Retirees: Q&A #2021
May 23, 2020
Jim and Chris answer questions about excess Social Security withholding, trusts and their beneficiaries, and QLACs. They also further discuss the best states to retire in after receiving an insightful comment by a listener. (4:50) “Georgiana” wonders what happens with the excess Social Security amount withheld by one of her employers. (13:09) A listener has some comments about a...
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