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 These recorded broadcasts may contain outdated or obsolete information.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, Robo-Advisors, Excess Contributions, 529 Plans, and RMDs: Q&A #2319
May 13, 2023
Jim and Chris discuss listeners questions relating to Social Security, robo-advisors, excess contributions, 529 plans, and RMDs. (6:45) A Californian listener wonders if she’s been missing out on a potential spousal Social Security benefit while delaying claiming her own personal benefit. (17:15) George from Georgia asks what to do about the excess Social Security benefit that was paid...
Listen NowSecure Act 2.0 Updates and Clarification Continued: EDU #2319
May 10, 2023
Jim and Chris sit down to continue their discussion/review of the updated information regarding the Secure Act 2.0. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E19.mp3 Podcast: Play in new window | Download (Duration: 1:02:44 — 28.7MB) Subscribe:...
Listen NowRoth IRA Contributions, Social Security Benefits, and IRMAA: Q&A #2318
May 6, 2023
Chris sits down solo this week to discuss listener questions regarding Roth IRA contributions, Social Security benefits, and IRMAA. (Intro) Chris follows up on a listener question from last week where a listener had panicked on tax day and recharacterized a 2022 Roth contribution. (8:20) George from New York looks for additional information on his potential age 70 Social Security benefit given...
Listen NowSecure Act 2.0 Updates and Clarification: EDU #2318
May 3, 2023
Jim and Chris sit down to discuss/review some updated information and clarification regarding the Secure Act 2.0. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E18.mp3 Podcast: Play in new window | Download (Duration: 1:23:47 — 38.4MB) Subscribe:...
Listen NowSocial Security, Roth IRA Characterizations, and 403(b)’s: Q&A #2317
April 29, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, Roth IRA recharacterizations, and 403(b)’s. (6:45) A Massachusetts listener wonders what her Social Security survivorship benefit would be if her husband were to claim benefits early at age 62. (16:00) A Connecticut listener asks for clarification on the timing of claiming your Social Security benefit and...
Listen NowDiving Deep On Social Security: EDU #2317
April 26, 2023
Chris sits down solo while Jim is away traveling to dive deep into a couple of Social Security questions from listeners. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E17.mp3 Podcast: Play in new window | Download (Duration: 56:45 — 26.0MB) Subscribe:...
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