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 These recorded broadcasts may contain outdated or obsolete information.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, Estate Planning, Roth Conversions and Retirement Planning: Q&A #2236
September 3, 2022
Jim and Chris sit down to discuss listener questions relating to Social Security, estate planning, Roth conversions, life insurance, and retirement planning. (8:30) A Floridian listener asks about his spouses Social Security benefit amount. (18:45) A Texan listener wonders how to determine his adjusted PIA amount to determine his age 70 benefit. (24:45) George in North Carolina remarks about the...
Listen NowAll About The Minimum Dignity Floor (MDF) Part 5: EDU #2235
August 31, 2022
Jim and Chris sit down to continue their discussion on the Minimum Dignity Floor (MDF) and answer a couple of listeners questions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E35.mp3 Podcast: Play in new window | Download (Duration: 1:10:21 — 32.2MB) Subscribe:...
Listen NowSocial Security and Inherited IRAs: Q&A #2235
August 27, 2022
Jim and Chris sit down to discuss listener questions relating to Social Security and inherited IRAs. (4:00) A Connecticut listener asks about counting Social Security earnings history prior to the age of 22. (12:30) A listener from Washington looks for clarification on the amount of a Social Security survivor benefit. (15:45) An Illinois listener follows-up on a previously answered question...
Listen NowAll About The Minimum Dignity Floor (MDF) Part 4: EDU #2234
August 24, 2022
Jim and Chris sit down to continue their discussion on the concept of the Minimum Dignity Floor (MDF). This weeks discussion is focused on the taxes relating to the MDF as well as the accuracy of secure income projections that make up the MDF. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E34.mp3 Podcast: Play in new window |...
Listen NowSocial Security, WEP, Disability Benefits, and Inherited IRA RMDs: Q&A #2234
August 20, 2022
Jim and Chris sit down to discuss questions relating to Social Security, WEP, disability benefits, and inherited IRAs. (7:30) A listener looks for confirmation on when to claim Social Security benefits to ensure they receive the full 6 months of benefits. (17:45) The same listener from above wonders about the affects of WEP on her Social Security benefit. (38:30) George from Indiana wonders...
Listen NowAll About The Minimum Dignity Floor (MDF) Part 3: EDU #2233
August 17, 2022
Jim and Chris continue their discussion on their concept of the Minimum Dignity Floor (MDF), specifically how secure income can be used to cover shortages. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E33.mp3 Podcast: Play in new window | Download (Duration: 1:17:46 — 35.6MB) Subscribe:...
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