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 These recorded broadcasts may contain outdated or obsolete information.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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Retirement Planning Dialogue: EDU #2502
January 8, 2025
In this EDU dialogue show, Jim and Chris are joined by Jake to explore listener questions about Social Security, income annuities, strategies for deploying dollars in retirement, and other Retirement Planning related topics. Mentioned JP Morgan Article https://media.blubrry.com/the_retirement_and_ira_show/s3.us-east-1.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y25E02.mp3 Podcast: Play...
Listen NowSpousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and Inheritances: Q&A #2501
January 4, 2025
Jim and Chris discuss listener questions relating to Social Security spousal benefits, IRMAA planning, step-up in basis rules, family maximums, IRA beneficiaries, and factoring inheritances into retirement planning. (12:00) George asks how his wife’s spousal Social Security benefit will be calculated, specifically regarding COLA increases to his PIA and his delayed filing at age 70. (20:30) A...
Listen NowDeveloping Confidence With Retirement Spending: EDU #2501
January 1, 2025
Jim and Chris, once again joined by Jake, a fellow planner at Jim Saulnier & Associates, discuss a recent Wall Street Journal article about why retirees often hesitate to spend in retirement. The guys share some tips to build retirement spending confidence. https://media.blubrry.com/the_retirement_and_ira_show/s3.us-east-1.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y25E01.mp3...
Listen NowSocial Security Benefits, IRMAA, RMDs, Annuities, and Beneficiaries: Q&A #2452
December 28, 2024
Jim and Chris discuss listener and forum questions relating to Social Security benefits, IRMAA, RMDs, annuities, and beneficiaries. Chris kicked off the episode with a bold dare, promising listeners the “best show of the year” since it’s the last one for 2024. Jim took the challenge seriously, turning it into a record-breaking two-hour extravaganza with seven questions. (Hopefully...
Listen NowIndividualized Retirement Planning Strategies: EDU #2452
December 25, 2024
Jim and Chris continue discussing different approaches to retirement planning, focusing on a listener’s DIY strategy. They cover key topics like withdrawal strategies, risk management, and tax considerations, emphasizing personalized solutions to fit individual goals....
Listen NowIRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451
December 21, 2024
Jim and Chris discuss listener questions relating to IRMAA, Social Security benefits, 457B plans, Qualified Charitable Distributions, and Roth conversions. (8:30) The guys address a listener question about using form SSA-44 to appeal IRMAA surcharge. (20:45) George seeks clarity on whether and how his wife’s 457 plan distributions will impact their Social Security benefits. (42:00) A PSA from...
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