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 These recorded broadcasts may contain outdated or obsolete information.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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Tax Questions Answered: Q&A #2428
July 13, 2024
In this episode Chris and guest Paul Neiffer, CPA will tackle listener tax questions. (3:45) A listener’s conversation with their sister has them wondering what strategies are recommended for the last high-earning year before retirement. (19:00) George plans to sell his rental property and is trying to understand what tax forms he needs as well as the capital gains implications. (28:00) A...
Listen NowOur Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428
July 10, 2024
Jim and Chris discuss listener submissions with advice on how we can describe our retirement planning approach in 10 minutes or less. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E28.mp3 Podcast: Play in new window | Download (Duration: 1:24:09 — 38.5MB) Subscribe:...
Listen NowCOLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth IRAs: Q&A #2427
July 6, 2024
Jim and Chris sit down to discuss listener questions relating to COLA, WEP, the Roth Conversion Pro Rata Rule, and Inherited Roth IRAs. (15:30) In part 1 of George’s 3 email questions Chris goes into how to properly apply COLA to your Social Security calculations. (24:00) Chris talks about determining whether you are subject to WEP to answer part 2 of George’s email. (27:15) To...
Listen NowIs There a Simpler Approach to Retirement Planning?: EDU #2427
July 3, 2024
Jim and Chris say goodbye to their Annuity Awareness Month and pick up where they left off discussing their process. In this episode they respond to an email from a listener who feels they might be overcomplicating it. The guys discuss his simplified retirement planning approach and how people’s spending strategy may change throughout the course of their retirement....
Listen NowSocial Security, Roth Withdrawals, and IRAs: Q&A #2426
June 29, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security, Roth withdrawals, and IRAs. (13:00) Georgette has been getting mixed messages about her survivor and spousal benefit options. (26:30) A couple reevaluates when to begin taking Social Security. (42:00) A listener looks for clarification on Roth Conversion rules. (58:30) Jim and Chris answer a Roth withdrawal...
Listen NowCovering MDF With Lifetime Secure Income: EDU #2426
June 26, 2024
Jim and Chris wind down national annuity awareness month by discussing covering MDF with lifetime secure income via an annuity. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E26.mp3 Podcast: Play in new window | Download (Duration: 1:18:43 — 36.0MB) Subscribe:...
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