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 These recorded broadcasts may contain outdated or obsolete information.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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The Basics Of Annuities: EDU #2325
June 21, 2023
Jim and Chris sit down to discuss the basics of annuities and where we see them fitting in within our retirement planning philosophy. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E25.mp3 Podcast: Play in new window | Download (Duration: 1:11:20 — 32.7MB) Subscribe:...
Listen NowSocial Security, Roth IRAs, 403(b) Accounts, and Pensions: Q&A #2324
June 17, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth IRAs, 403(b) accounts, and pensions. (9:00) George from Kansas asks a question from a client regarding Social Security and the claiming of benefits. (19:00) George from Tennessee asks if we can explain how delayed Social Security credits after full retirement age are calculated. (25:00) A listener from...
Listen NowWhen To Consider An Annuity: EDU #2324
June 14, 2023
Jim and Chris continue their discussion on annuity related topics and when to consider the use of an annuity within your retirement plan. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E24.mp3 Podcast: Play in new window | Download (Duration: 1:21:19 — 37.2MB) Subscribe:...
Listen NowSocial Security, Brokered CDs, Income Annuities, Stretch Annuities, and RMDs: Q&A #2323
June 10, 2023
Jim and Chris sit down to discuss listeners questions regarding Social Security, Brokered CDs, Income Annuities, Stretch Annuities, and RMDs. (18:30) A listener from Texas asks a question about the family maximum Social Security benefit. (32:00) George from Ohio mentions that brokered CDs can be a great short-term principally protected alternative to Multi-Year Guaranteed Annuities (MYGAs)....
Listen NowRMD Correction and Annuities in Retirement: EDU #2323
June 7, 2023
Jim and Chris sit down to discuss a few housekeeping items relating to post-Required Minimum Distribution (RMD) Roth conversions. Then, they dive into their retirement planning philosophy around annuities. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E23.mp3 Podcast: Play in new window | Download (Duration: 1:09:14 —...
Listen NowSocial Security, RMDs, and Inherited Annuities: Q&A #2322
June 3, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, Required Minimum Distributions (RMDs), and Inherited Annuities. (10:00) George from California asks a question about Social Security claiming options to supplement their other secure income sources. (40:30) A listener wants clarity from the May 17th, 2023 EDU show about RMDs on their SEP IRA rollover. (49:00) A...
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