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 These recorded broadcasts may contain outdated or obsolete information.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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Capital Gains and Wash Sale Rule: EDU #2414
April 3, 2024
Jim, Chris, and in-house CPA, Paul sit down to discuss how capital gains and the associated wash sale rule work. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E14.mp3 Podcast: Play in new window | Download (Duration: 57:05 — 26.1MB) Subscribe:...
Listen NowTaxes, IRAs, Roth Conversions, Basis, and Trusts: Q&A #2413
March 30, 2024
Jim, Chris, and Paul discuss listener questions relating to taxes, IRAs, Roth conversions, basis, and Trusts. (12:00) Georgette asks a question on how to calculate her net of tax future IRA distributions correctly without being “double taxed” in her projections. (19:00) A listener looks for the teams thoughts on whether or not Roth conversions while in the 32% bracket could make...
Listen NowRetirement Planning Dialogue Series 3: EDU #2413
March 27, 2024
Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E13.mp3 Podcast: Play in new window | Download (Duration: 1:11:00 — 32.5MB) Subscribe:...
Listen NowSocial Security, Rollovers, Annuities, and Trusts: Q&A #2412
March 23, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, rollovers, annuities, and trusts. (6:00) George in Ohio asks about delaying a Social Security benefit, claiming retroactively, and if the SSA will know how to handle the associated spousal benefit. (14:00) A listener from Maine looks for help calculating his wives Social Security benefit at full retirement age....
Listen NowRetirement Planning Dialogue Series 2: EDU #2412
March 20, 2024
Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E12.mp3 Podcast: Play in new window | Download (Duration: 1:18:43 — 36.0MB) Subscribe:...
Listen NowSocial Security, 529/Roth Conversions, and HSAs: Q&A #2411
March 16, 2024
Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions. (5:30) A listener from Ohio asks about a unique Social Security survivorship scenario relating to children under a different legal guardianship. (13:15) A Michigan listener looks for clarification on when his wife can begin claiming a spousal Social Security benefit....
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