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 These recorded broadcasts may contain outdated or obsolete information.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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Our Retirement Planning Process and Philosophy Part 10: EDU #2434
August 21, 2024
Jim and Chris continue their recent series on our philosophy/approach and discuss potentially using home equity to fund Aging/LTC needs. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E34.mp3 Podcast: Play in new window | Download (Duration: 55:56 — 25.6MB) Subscribe:...
Listen NowSocial Security Benefits, Inherited IRA RMDs, Timing RMDs with QCDs: Q&A #2433
August 17, 2024
Jim and Chris sit down to discuss listener questions relating to child-in-care benefits, delayed retirement benefits, Inherited IRA RMDs, and timing RMDs and QCDs. (4:30) A listener wonders if she should have been collecting child-in-care benefits over the last 20 years of caring for her disabled son. (11:00) Georgette recalls Chris speaking about delayed retirements benefits and asks Chris what...
Listen NowOur Retirement Planning Process and Philosophy Part 9: EDU #2433
August 14, 2024
Jim and Chris continue their discussion of “seesaw assets” and leveraging a long-term care insurance policy to increase your Aging/LTC reserve. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E33.mp3 Podcast: Play in new window | Download (Duration: 1:27:31 — 40.1MB) Subscribe:...
Listen NowSS Benefits, WEP, HSAs, MYGAs, and Retirement Planning: Q&A #2432
August 10, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security benefits, WEP, HSAs, MYGAs, and their retirement planning process. (9:15) Chris begins the show by describing a current situation where he is trying to help someone with filing for Social Security and Medicare after spending most of their life going by a nickname that was not their legal name. (13:00) George wonders...
Listen NowOur Retirement Planning Process and Philosophy Part 8: EDU #2432
August 7, 2024
Jim and Chris continue their discussion of “seesaw assets” and balancing fun spending during the “go-go” years while keeping some reserves for aging expenses later in life. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E32.mp3 Podcast: Play in new window | Download (Duration: 1:12:06 — 33.0MB)...
Listen NowSocial Security, Annuities, and Inherited Roth IRAs: Q&A #2431
August 3, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, and inherited Roth IRAs. (5:30) George asks about how he can determine the best time for his wife to claim her Social Security benefit. (16:45) George wonders how his mother-in-law can get the Social Security Administration to use the monthly earnings test rather than the annual earnings test. (28:00)...
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