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 These recorded broadcasts may contain outdated or obsolete information.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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Discussing An Article On Retirement: EDU #2244
November 2, 2022
Jim and Chris sit down to discuss and give their thoughts on a short article from Barron’s online titled, “Retired? Here are Three Things You Need To Get Right”. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E44.mp3 Podcast: Play in new window | Download (Duration: 1:07:12 — 30.8MB) Subscribe:...
Listen NowWash Sale Rules, Roth Conversions, and RMDs: Q&A #2244
October 29, 2022
Chris and in-house CPA, Bob Palechek sit down to discuss listeners questions relating to wash sales, Roth conversions, and required minimum distributions (RMDs). (6:00) George from California wonders if he can sell funds at a loss in his brokerage account and immediately repurchase identical shares in a Roth IRA to avoid the wash sale rule. (14:00) George from Connecticut asks about...
Listen NowTax Court Case Resolution and Discussion: EDU #2243
October 26, 2022
Jim and Chris sit down to discuss a tax court case that has finally come to resolution regarding IRAs. The case memo is: 2020-69. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E43.mp3 Podcast: Play in new window | Download (Duration: 1:05:31 — 29.6MB) Subscribe:...
Listen NowSocial Security, FDIC/SPIC Insurance, Inherited IRAs, and Rollovers: Q&A #2243
October 22, 2022
Jim and Chris sit down to discuss listeners questions relating to Social Security, FDIC/SPIC insurance, inherited IRAs, rollovers, and IRA distributions. (6:00) Georgette in Georgia wonders about the accuracy of her Social Security statement. (15:30) The same listener from above looks for advice on her and her husbands Social Security claiming strategy. (37:45) A Texan listener looks for...
Listen NowIRS Notice on Required Minimum Distributions (RMDs): EDU #2242
October 19, 2022
Jim and Chris sit down to discuss an IRS notice 2022-53 entitled, Certain Required Minimum Distributions (RMDs) for 2021 and 2022. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E42.mp3 Podcast: Play in new window | Download (Duration: 1:04:51 — 29.4MB) Subscribe:...
Listen NowSocial Security, Spousal Benefits, PIAs, and Pensions: Q&A #2242
October 15, 2022
Chris sits down on a solo episode to discuss listener questions relating to Social Security, spousal benefits, PIA, and pensions. (5:00) A listener comments on wage inflation for Social Security benefits. (15:30) A listener wonders when to get married and how to strategize spousal Social Security benefits. (20:25) A listener looks for advice and clarification on their Social Security benefit...
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