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 These recorded broadcasts may contain outdated or obsolete information.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, Trusts, IRA Contributions and Deferred Compensation Plans: Q&A #2316
April 22, 2023
Jim and Chris sit down to discuss listener questions relating to Social Security, trusts, IRA contributions, and deferred compensation plans. (4:30) A Californian listener asks about his sisters age 70 full Social Security benefit amount given her unique situation. (11:30) This was a continuation on a question addressed last year regarding funding a bypass trust at death. (37:00) A listener...
Listen NowBasement Remodeling Metaphor: EDU #2316
April 19, 2023
Jim and Chris sit down to discuss how Jim’s recent basement remodel sparked comparisons to his retirement planning philosophy. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E16.mp3 Podcast: Play in new window | Download (Duration: 1:28:55 — 40.7MB) Subscribe:...
Listen NowSocial Security, WEP, and Trusts: Q&A #2315
April 15, 2023
Jim and Chris sit down to answer listener questions regarding Social Security, WEP, and irrevocable life insurance trusts (ILITs). (9:00) George from Nebraska looks for clarification on how Government Pension Offsets (GPO) and Windfall Elimination Provision (WEP) affect his Social Security benefit. (30:15) Georgette asks if she’d be able to claim a Social Security survivor benefit off her...
Listen NowBuffered Products In A Retirement Portfolio Part 2: EDU #2315
April 12, 2023
Jim and Chris continue their discussion on buffered products and considering them as part of a retirement portfolio. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E15.mp3 Podcast: Play in new window | Download (Duration: 1:16:52 — 35.2MB) Subscribe:...
Listen NowSocial Security, Life Insurance, and Taxes: Q&A #2314
April 8, 2023
Jim and Chris sit down to discuss listeners questions regarding spousal Social Security benefits, life insurance, and taxes. (9:45) A listener looks for clarification on his wives spousal Social Security benefit. (20:30) A listener wonders about the maximum family benefit and it’s impact on their Social Security situation. (38:15) A listener in Pennsylvania looks for an opinion on gifting...
Listen NowBuffered Products In A Retirement Portfolio Part 1: EDU #2314
April 5, 2023
Jim and Chris discuss a listeners question on how brokered buffered products compare to insurance buffered products and how could he decide if he should consider them as part of his retirement portfolio. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E14.mp3 Podcast: Play in new window | Download (Duration: 1:32:50 — 42.5MB)...
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