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 These recorded broadcasts may contain outdated or obsolete information.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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Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442
October 19, 2024
Jim and Chris sit down to discuss listeners questions relating to Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions. (6:45) The guys clarify the meaning of the word qualified when it applies to retirement accounts as pointed out by a listener to their podcast (13:00) Georgette is curious how child-in-care family max is affected by divorce. (25:00) Listeners provide some...
Listen NowMedicare Enrollment Assistance Special Episode: EDU #2442
October 16, 2024
With Medicare open enrollment season here, Jim and Chris welcome a special guest, Brad Grier, who volunteers with the Nebraska State Health Insurance Assistance Program (SHIP). Brad talks with the guys about what SHIP is and how it might be helpful to you in your state. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E42.mp3...
Listen NowSocial Security Benefits and Roth IRA Annuities: Q&A #2441
October 12, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security benefits then return to a question from last week to take a deeper look at Roth IRA Annuity payments… (18:00) A listener asks if he might be able to collect full Social Security benefits while working part-time for a local government job. (25:45) Georgette hopes for some help before she meets with Social...
Listen NowMedicare Insurance Special: EDU #2441
October 9, 2024
With Medicare open enrollment season approaching, Jim and Chris welcome a special guest, Tyler Haskell, CFP. Tyler has been a Medicare Insurance Broker for 12 years, helping people navigate the complexities of the Medicare system. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E41.mp3 Podcast: Play in new window | Download...
Listen NowSocial Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440
October 5, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security benefits, planning with the potential for an SO, funding a 529 savings account, losses in a Roth IRA, and Fixed Indexed Annuities… (9:00) A listener hopes Chris can tell him if having a different name on his Birth Certificate and Social Security card is going to be an issue when he applies for benefits....
Listen NowOur Retirement Planning Process: EDU #2440
October 2, 2024
Jim and Chris sit down for another EDU show dedicated to our retirement planning process. In this episode the guys dialog with listeners, answering questions and expounding on key ideas. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E40.mp3 Podcast: Play in new window | Download (Duration: 1:39:58 — 45.8MB) Subscribe:...
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