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 These recorded broadcasts may contain outdated or obsolete information.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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Social Security WEP/GPO, Roth Conversions, and Annuities: Q&A #2217
April 23, 2022
Jim and Chris discuss questions relating to Social Security WEP/GPO, child-in-care, spousal benefits, Roth conversions, and annuities. (12:00) George from North Carolina looks for clarification on his wives Social Security benefit and the affects of WEP/GPO. (22:15) A listener asks about their possible benefits for Social Security spousal, child-in-care, and family maximum benefits given their...
Listen NowThe 4% Rule: EDU #2216
April 20, 2022
Jim and Chris discuss a Wall Street Journal article about the 4% safe withdrawal approach to retirement and why they don’t believe in it. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E16.mp3 Podcast: Play in new window | Download (Duration: 1:30:15 — 41.3MB) Subscribe:...
Listen NowSocial Security, Fixed Index Annuities, Rollovers, and Inherited Annuities: Q&A #2216
April 16, 2022
Jim and Chris discuss listener questions relating to Social Security, fixed index annuities, Roth rollovers, and inherited annuities. (4:30) Georgette looks to follow-up on a question asked in Q&A #2215 regarding the forfeiture of SSA funds if an individual dies prior to claiming. (12:30) George from California looks for opinions and advice on fixed index annuities (FIAs). (45:30) A listener...
Listen NowDiffering Approaches To Retirement: EDU #2215
April 13, 2022
Jim and Chris sit down to discuss the rather philosophical topic of differing approaches to retirement and longevity of retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E15.mp3 Podcast: Play in new window | Download (Duration: 1:24:35 — 38.7MB) Subscribe:...
Listen NowSocial Security, Medicare, Life Insurance, and Retirement Planning: Q&A #2215
April 9, 2022
Jim and Chris sit down to answer listeners questions relating to Social Security, Medicare, life insurance, and retirement planning. (6:45) A listener from Connecticut asks if his mother can reclaim monies she previously contributed to Social Security if she’s not going to receive a benefit. (12:45) A listener in New York has a question about the timing of receiving Social Security...
Listen NowThe Minimum Dignity Floor (MDF): EDU #2214
April 6, 2022
Jim and Chris sit down to elaborate on the concept of the Minimum Dignity Floor (MDF) from it’s inception to the current iteration. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y22E14.mp3 Podcast: Play in new window | Download (Duration: 1:31:48 — 42.0MB) Subscribe:...
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