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 These recorded broadcasts may contain outdated or obsolete information.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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Recovering After-Tax Money, SS Estimates, and HELOCs: Q&A #1946
December 7, 2019
December is already a week in (wow!) and Jim and Chris answer questions about recovering after-tax money, Social Security estimates, and HELOCs. (10:29) A listener asks about recovering after-tax money in an IRA or QRP that has been annuitized. (27:30) This question is about estimates provided by the SSA: do they assume that earnings in the prior year will continue until retirement? (38:28) A...
Listen NowUpcoming Year Tax Changes: EDU #1943
December 4, 2019
Special guest speaker Jo Madonna (enrolled tax agent) takes the stage with Chris to discuss the year-end and upcoming year tax changes. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E43.mp3 Podcast: Play in new window | Download (Duration: 33:21 — 15.3MB) Subscribe:...
Listen NowAUM, Social Security Filing, Gin & Tonic, & RMDs: Q&A #1945
November 23, 2019
In today’s podcast, Jim and Chris discuss listeners’ questions (or statements) about AUM, Social Security filing, the possibility of calling themselves Gin & Tonic on the show, & RMDs. (9:55) A Marylander discusses AUM, referencing the previous show Jim & Chris did on the AUM model. (27:58) A listener from New Mexico asks about filing for Social Security before full...
Listen NowABLE Accounts: EDU #1942
November 20, 2019
Special Podcast Alert: ABLE Accounts! Jim and Chris divert from their typical Retirement and IRA topics to discuss ABLE accounts, Special Needs Trusts, and how saving in private funds for individuals with disabilities can help them maintain health, independence, and quality of life....
Listen NowRoth Contributions after Retirement, SS Overage, SEPP and Roth Conversions: Q&A #1944
November 16, 2019
Jim is back at it with Chris as they discuss Roth contributions after retirement, how earning over the limit income will affect Social Security, and more! (11:55) A listener asks Jim and Chris what is considered “earned” income and if he should continue Roth contributions after retirement. (21:20) A Texan wants to know how earning over the limit income will affect her Social...
Listen Now2020 Social Security Changes: EDU #1941
November 13, 2019
2020 Social Security changes are almost here! Chris takes the opportunity while Jim is elk hunting to discuss the new year’s Social Security changes. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E41.mp3 Podcast: Play in new window | Download (Duration: 24:59 — 11.4MB) Subscribe:...
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