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 These recorded broadcasts may contain outdated or obsolete information.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 Mitigation, RMDs, and Roth Conversions: Q&A #2220
May 14, 2022
Chris and Bob sit down to discuss listeners questions relating to tax mitigation, RMDs, and Roth conversions. (5:00) Georgette is wondering what she and her husband can do now to lower their tax burden in retirement. (19:00) An Iowan is looking for a strategy to reduce their future Required Minimum Distributions (RMDs). (31:30) A listener asks a question about which accounts they should draw...
Listen NowThings Everyone Should Know About Social Security: EDU #2219
May 11, 2022
Chris sits down on his lonesome to discuss the basics and things everyone should know about Social Security. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E19.mp3 Podcast: Play in new window | Download (Duration: 49:54 — 22.8MB) Subscribe:...
Listen NowSocial Security, Pensions, Gifting, TIPS, and Inheritance: Q&A #2219
May 7, 2022
Jim and Chris sit down to discuss question relating to Social Security, pensions, gifting, TIPS, and inheritance. (5:45) A listener provides some additional input on a Social Security question addressed in a previous QA show. (15:00) A listener looks for clarification on if survivorship benefits from a pension will reduce his Social Security benefit. (25:00) Georgette from Wisconsin gives some...
Listen NowEstate Planning Symposium Topics: EDU #2218
May 4, 2022
Jim and Chris discuss some of the interesting topics that Jim learned at the estate planning symposium that he recently attended. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E18.mp3 Podcast: Play in new window | Download (Duration: 1:16:36 — 35.1MB) Subscribe:...
Listen NowEverything Long-Term Care (LTC): Q&A #2218
April 30, 2022
Chris and in-house long-term care expert, Greg Darden, CFP® discuss listener questions relating to everything long-term care (LTC). (6:15) A Californian listener wonders about the depth that LTC carriers go into when reading medical test results. (18:30) George from California asks about long-term care inflation rates and planning for long-term care expenses. (27:00) George from Pennsylvania...
Listen NowClarification On Asset Positioning: EDU #2217
April 27, 2022
Jim and Chris sit down to discuss and clarify listeners questions relating to our asset management concept of positioning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E17.mp3 Podcast: Play in new window | Download (Duration: 1:05:02 — 29.8MB) Subscribe:...
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