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 These recorded broadcasts may contain outdated or obsolete information.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, IRMAA, Roth Conversions, and IRAs: Q&A #2425
June 22, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, Roth conversions, and IRAs. (3:45) A listener asks if her pension benefit will reduce her spouse’s Social Security benefit. (14:30) A listener wonders if there’s anything they need to be aware of when considering IRMAA and Roth conversions. (24:00) George asks about the 5-year rule for taking...
Listen NowInsurance Companies and Annuities: EDU #2425
June 19, 2024
Jim and Chris sit down to continue their annuity discussion focusing on the insurance companies that sell annuities. Click here for article #1. Click here for article #2. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E25.mp3 Podcast: Play in new window | Download (Duration: 1:14:08 — 33.9MB) Subscribe:...
Listen NowSocial Security, 529 Conversions, FIAs, and RMDs: Q&A #2424
June 15, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, 529 Roth conversions, and fixed index annuities (FIAs). (4:45) A listener wonders if his children’s Social Security benefits will be reduced by him working longer. (15:45) A listener looks for clarification on calculating spousal Social Security benefits and what happens when you delay claiming. (29:30)...
Listen NowIncome Benefits Of Non-Annuitized Annuities: EDU #2424
June 12, 2024
Jim and Chris continue their discussion from last weeks QA show regarding the income benefits of a non annuitized annuity. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E24.mp3 Podcast: Play in new window | Download (41.0MB) Subscribe:...
Listen NowRollover Issues and Income Annuities: Q&A #2423
June 8, 2024
Jim and Chris take a deep dive on a listener question relating to a problem with a rollover and provide their thoughts on purchasing a Deferred Income Annuity (DIA). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y24E23.mp3 Podcast: Play in new window | Download (49.9MB) Subscribe:...
Listen NowKicking Off Annuity Awareness Month: EDU #2423
June 5, 2024
Jim and Chris kick off annuity awareness month in 2024 by chatting about annuities, where they fit into retirement and retirement planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E23.mp3 Podcast: Play in new window | Download (45.2MB) Subscribe:...
Listen Now
