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 These recorded broadcasts may contain outdated or obsolete information.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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Social Security, Annuities, LTC, Roth IRAs and 529 Plans: Q&A #2330
July 29, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, annuities, LTC, Roth IRA contributions and 529 plans. (5:15) A listener from New Jersey asks if there is an income limit for being allowed to claim child in care Social Security benefits. (14:00) A Colorado listener looks for clarification on his wives spousal Social Security benefit if he were to delay claiming...
Listen NowCommon Financial Power Of Attorney Mistakes: EDU #2330
July 26, 2023
Jim and Chris sit down to discuss a couple of common mistakes attorneys see in financial powers of attorney (POA). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E30.mp3 Podcast: Play in new window | Download (Duration: 1:08:25 — 31.3MB) Subscribe:...
Listen NowSocial Security, Pensions, RMDs, Roth Conversions, and 529 Plans: Q&A #2329
July 22, 2023
Jim and Chris discuss listeners questions relating to Social Security, pensions, RMDs, Roth conversions, IRMAA, and 529 plans. (12:15) George from Florida looks for clarification on the timing behind a client of his claiming a Social Security survivor benefit as well as her own benefit. (22:15) Jim and Chris talk about possible changes to pensions brought to light by a listener, when pension...
Listen NowLife Insurance Versus Roth IRAs: EDU #2329
July 19, 2023
Jim and Chris sit down to chat about an article discussing life insurance versus Roth IRAs as retirement planning tools. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E29.mp3 Podcast: Play in new window | Download (Duration: 1:05:09 — 29.8MB) Subscribe:...
Listen NowSocial Security, HSAs, MYGAs, and Roth IRAs: Q&A #2328
July 15, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, HSAs, MYGAs, and Roth IRAs. (5:15) George from Kansas asks for thoughts on his Social Security claiming strategy in relation to making health savings account (HSA) contributions. (20:30) A Colorado listener asks if he should be considering utilizing lower rated insurance carriers for MYGAs when staying below the...
Listen NowDiscussing The Financial Planning Challenge and Associated Quiz Continued: EDU #2328
July 12, 2023
Jim and Chris sit down to continue their discussion on an article and quiz relating to the financial planning challenge. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E28.mp3 Podcast: Play in new window | Download (Duration: 1:28:16 — 40.4MB) Subscribe:...
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