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 These recorded broadcasts may contain outdated or obsolete information.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 Series 3: EDU #2413
March 27, 2024
Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E13.mp3 Podcast: Play in new window | Download (Duration: 1:11:00 — 32.5MB) Subscribe:...
Listen NowSocial Security, Rollovers, Annuities, and Trusts: Q&A #2412
March 23, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, rollovers, annuities, and trusts. (6:00) George in Ohio asks about delaying a Social Security benefit, claiming retroactively, and if the SSA will know how to handle the associated spousal benefit. (14:00) A listener from Maine looks for help calculating his wives Social Security benefit at full retirement age....
Listen NowRetirement Planning Dialogue Series 2: EDU #2412
March 20, 2024
Jim and Chris continue their dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E12.mp3 Podcast: Play in new window | Download (Duration: 1:18:43 — 36.0MB) Subscribe:...
Listen NowSocial Security, 529/Roth Conversions, and HSAs: Q&A #2411
March 16, 2024
Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions. (5:30) A listener from Ohio asks about a unique Social Security survivorship scenario relating to children under a different legal guardianship. (13:15) A Michigan listener looks for clarification on when his wife can begin claiming a spousal Social Security benefit....
Listen NowRetirement Planning Dialogue Series 1: EDU #2411
March 13, 2024
Jim and Chris kick off a dialogue series discussing various approaches to retirement planning and how listeners approach their own retirement. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E11.mp3 Podcast: Play in new window | Download (Duration: 1:13:56 — 33.8MB) Subscribe:...
Listen NowSocial Security, GPO, HSAs, QCDs, Inflation, and QLACs: Q&A #2410
March 9, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security, GPO, HSAs, QCDs, inflation, and QLACs. (8:30) George from Colorado asks for clarification on a couple of questions regarding the effects of GPO. (25:20) A listener provides some helpful input on converting funds from a taxable account into an HSA. (37:05) A listener from Michigan comments on a previous Q&A...
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