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 These recorded broadcasts may contain outdated or obsolete information.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).
Listen to our podcasts on iTunes!
Social Security, Inherited IRAs, Roth Conversions, Portfolio Management, and MDF: Q&A #2313
April 1, 2023
Jim and Chris answer listeners questions relating to Social Security, inherited IRAs, Roth conversions, portfolio management, and MDF. (5:15) George from Michigan looks for clarification on his age 70 Social Security benefit calculation. (16:15) George in Connecticut asks about the calculation for 75% Social Security survivor benefit his disabled son will be eligible for if he and his wife were...
Listen NowRetirement In The U.S. With Less Than $1 Million Dollars: EDU #2313
March 29, 2023
Jim and Chris sit down to discuss and analyze a recent article surrounding what retirement with less than $1 million dollars in the United States looks like. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E13.mp3 Podcast: Play in new window | Download (Duration: 1:23:16 — 38.1MB) Subscribe:...
Listen NowSocial Security, Inherited IRAs, and The SIPC: Q&A #2312
March 25, 2023
Jim and Chris discuss questions relating to Social Security, Inherited IRAs, and the Securities Investor Protection Corporation (SIPC). (13:30) A listener in Georgia asks a couple of questions pertaining to his sister’s ability to claim a Social Security benefit. (28:00) The same listener from above looks for clarification on the rules relating to his sisters inherited IRA RMDs. (47:15) A...
Listen NowRetirement and IRA Questions From Ed Slott Part 3: EDU #2312
March 22, 2023
Jim and Chris sit down to continue their discussion on several different questions posed by the Ed Slott group exam. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E12.mp3 Podcast: Play in new window | Download (Duration: 1:11:04 — 32.5MB) Subscribe:...
Listen NowSocial Security, Ed Slott, Roth 401(k)’s, and Buffered Investments: Q&A #2311
March 18, 2023
Jim and Chris sit down to discuss listener’s questions relating to Social Security, Ed Slott, Roth 401(k)’s, and buffered investments. (8:15) George from California looks for clarification on the affects/timing of Social Security inflationary credits for his wife. (14:30) A listener asks a quick question about if she can claim a spousal Social Security benefit or not. (18:45) Jim...
Listen NowRetirement and IRA Questions From Ed Slott Continued: EDU #2311
March 15, 2023
Jim and Chris sit down to continue their discussion on several different questions posed by the Ed Slott group exam. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E11.mp3 Podcast: Play in new window | Download (Duration: 1:08:17 — 31.3MB) Subscribe:...
Listen Now
