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 These recorded broadcasts may contain outdated or obsolete information.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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Delayed Retirement Credits, Pensions, HSAs and Annuities: Q&A #2429
July 20, 2024
Jim and Chris sit down to discuss listeners questions relating to Social Security delayed benefits, rolling a pension excess to an IRA, HSAs, and when to turn on an annuity’s living benefit. (15:00) A listener wonders if Chris can clear up why his Social Security delayed benefits calculations don’t match the what the SSA website shows. (28:30) Georgette hopes the guys can help...
Listen NowEstate Planning 101: EDU #2429
July 17, 2024
Jim and Chris welcome Estate Planning Attorney, Shelly Thompson to discuss the basics of estate planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E29.mp3 Podcast: Play in new window | Download (Duration: 1:26:32 — 39.6MB) Subscribe:...
Listen NowTax Questions Answered: Q&A #2428
July 13, 2024
In this episode Chris and guest Paul Neiffer, CPA will tackle listener tax questions. (3:45) A listener’s conversation with their sister has them wondering what strategies are recommended for the last high-earning year before retirement. (19:00) George plans to sell his rental property and is trying to understand what tax forms he needs as well as the capital gains implications. (28:00) A...
Listen NowOur Retirement Philosophy/Approach In 10 Minutes Or Less: EDU #2428
July 10, 2024
Jim and Chris discuss listener submissions with advice on how we can describe our retirement planning approach in 10 minutes or less. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E28.mp3 Podcast: Play in new window | Download (Duration: 1:24:09 — 38.5MB) Subscribe:...
Listen NowCOLA Calculations, WEP, Annuitizing, Roth Pro Rata Rule, and Inherited Roth IRAs: Q&A #2427
July 6, 2024
Jim and Chris sit down to discuss listener questions relating to COLA, WEP, the Roth Conversion Pro Rata Rule, and Inherited Roth IRAs. (15:30) In part 1 of George’s 3 email questions Chris goes into how to properly apply COLA to your Social Security calculations. (24:00) Chris talks about determining whether you are subject to WEP to answer part 2 of George’s email. (27:15) To...
Listen NowIs There a Simpler Approach to Retirement Planning?: EDU #2427
July 3, 2024
Jim and Chris say goodbye to their Annuity Awareness Month and pick up where they left off discussing their process. In this episode they respond to an email from a listener who feels they might be overcomplicating it. The guys discuss his simplified retirement planning approach and how people’s spending strategy may change throughout the course of their retirement....
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