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 These recorded broadcasts may contain outdated or obsolete information.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, Delayed Retirement Credits, IRD, CRDs, and Commission-Free Annuities: Q&A #2112
March 20, 2021
Jim and Chris answer listener questions about Social Security, Delayed Retirement Credits, IRD, CRDs, and Commission-Free Annuities. (4:45) A Nevadan wants to know if severance payments affect their Social Security earnings record. (13:38) A listener asks two questions about Social Security survivor benefits and delayed retirement credits. (24:57) George from California wanted clarification on a...
Listen NowSuccessor Beneficiaries For IRAs: EDU #2111
March 17, 2021
Jim and Chris sit down to discuss successor beneficiaries for IRAs and the complex details surrounding them. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E11.mp3 Podcast: Play in new window | Download (Duration: 53:46 — 24.6MB) Subscribe: Apple Podcasts |...
Listen NowSocial Security, Pensions, and Backdoor Roth Contributions: Q&A #2111
March 13, 2021
Jim and Chris sit down to discuss a couple listeners questions relating to Social Security, pensions, and backdoor Roth contributions. (10:30) A listener from Maryland asks about the timing behind getting full Social Security benefits and retroactive payments. (18:00) George from New York asks two questions. The first question relates to Social Security benefits. (30:00) George’s second...
Listen NowThe Operation of Annuities: EDU #2110
March 10, 2021
Jim and Chris sit down to discuss the operation of annuities and the tax consequences related to them when the annuity owner passes away. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E10.mp3 Podcast: Play in new window | Download (Duration: 1:01:08 — 28.0MB) Subscribe: Apple Podcasts |...
Listen NowSocial Security, Roth Conversions, Annuities, and IRA Creditor Protection: Q&A #2110
March 6, 2021
Jim and Chris sit down to discuss listener questions about Social Security, Roth conversions, annuities, and IRA creditor protection. (5:00) A listener brings up a question from a previous show and asks if he should contact Social Security to end his currently claimed spousal benefit. (14:00) A Georgian listener inquires about his wife’s approximate spousal benefits revolving around WEP...
Listen NowAnnuity Features and MDF Coverage: EDU #2109
March 3, 2021
Jim and Chris sit down to continue their discussion on annuities while going through a hypothetical purchase of an annuity to cover minimum dignity floor (MDF) income. https://media.blubrry.com/the_retirement_and_ira_show/p/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E09.mp3 Podcast: Play in new window | Download (Duration: 1:18:34 — 36.0MB) Subscribe: Apple Podcasts |...
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