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 These recorded broadcasts may contain outdated or obsolete information.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 Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438
September 21, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security Child-in-Care, Disability, and Survivor Benefits, as well as Conduit Trusts… (20:00) A listener asks if he qualifies for child-in-care benefit under his wife’s Social Security since he helps care for their disabled son, and if the son could be getting half of her Social Security. Chris also answers...
Listen NowOur Retirement Planning Process and Philosophy Part 13: EDU #2438
September 18, 2024
Jim and Chris finish their long-running series about their retirement planning process with a final discussion about asset positioning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E38.mp3 Podcast: Play in new window | Download (Duration: 1:39:03 — 45.3MB) Subscribe:...
Listen NowCOLA, WEP, and Annuities: Q&A #2437
September 14, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security (COLA and WEP), perspectives on annuities, and Delayed Variable Income Annuities… (9:15) A listener wants to know if there is better way to project Social Security benefits since it does not appear the SS website takes COLA into account. (17:30) Georgette asks if the Social Security spousal benefit is also...
Listen NowOur Retirement Planning Process and Philosophy Part 12: EDU #2437
September 11, 2024
Jim and Chris continue the recent series on their philosophy/approach to retirement planning and their positioning approach for retirement spending. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E37.mp3 Podcast: Play in new window | Download (Duration: 1:10:29 — 32.3MB) Subscribe:...
Listen NowSocial Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436
September 7, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security Disability, Minimum Dignity Floor, Reverse Mortgages, and Inherited IRAs… (4:00) George wonders if he continues to work and his Social Security benefit is reduced to $0, if that also make his wife’s spousal benefit and child’s disability benefit $0. (16:15) Chris answers another SS Disability...
Listen NowOur Retirement Planning Process and Philosophy Part 11: EDU #2436
September 4, 2024
Jim and Chris continue the recent series on their philosophy/approach to retirement planning and discuss how their “positioning” approach differs from the classic “bucket” approach to saving and budgeting. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E36.mp3 Podcast: Play in new window | Download...
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