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 These recorded broadcasts may contain outdated or obsolete information.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, Inherited Roth IRAs, DIAs, Roth Conversions, and Durable Powers of Attorney: Q&A #2136
September 4, 2021
Jim and Chris sit down to discuss listener questions about Social Security, inherited Roth IRAs, DIAs, Roth conversions, and durable powers of attorney. (4:30) George asks a question about Social Security claiming strategies for surviving spouses. (17:45) A Minnesotan wonders what the tax implications are when it comes to inherited Roth IRAs. (32:00) An Ohioan asks a question about purchasing a...
Listen NowPension Income Questions: EDU #2135
September 1, 2021
Jim and Chris sit down to discuss a couple questions from a Massachusetts listener relating to possible pension income options. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E35.mp3 Podcast: Play in new window | Download (Duration: 1:20:57 — 37.1MB) Subscribe:...
Listen NowTaxes, Roth Conversions, and Savings Strategies: Q&A #2135
August 28, 2021
Chris and inhouse CPA, Bob Palechek sit down to discuss listeners questions relating taxes, selling tax-effected funds, and Roth conversions. (3:30) A Michigan listener looks for clarification on selling tax-effected funds and how it might effect Medicare Part B premiums. (23:00) An Alaskan listener asks for clarity regarding IRAs and Roth Conversions. (36:15) George asks about when to consider...
Listen NowPlanning Considerations For Millennial’s: EDU #2134
August 25, 2021
Jim and Chris sit down to discuss a listeners email regarding planning for millennial’s or folks with a longer retirement planning horizon. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E34.mp3 Podcast: Play in new window | Download (Duration: 1:10:47 — 32.4MB) Subscribe:...
Listen NowSocial Security, MYGAs, Conflicts of Interest, the Minimum Dignity Floor, and QLACs: Q&A #2134
August 21, 2021
Jim and Chris sit down to discuss listener questions about Social Security survivor and spousal benefits, MYGAs, Conflicts of Interest, the Minimum Dignity Floor, QLACs, and RMDs. (6:00) Cousin George from Delaware asks a question about claiming Social Security survivors benefits. (16:30) A Floridian wants to know if claiming Social Security spousal benefits will affect their own benefits later...
Listen NowThe History Behind Gift and Estate Taxes: EDU #2133
August 18, 2021
Jim and Chris sit down to discuss a listener’s email about the history and laws behind gift and estate taxes. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E33.mp3 Podcast: Play in new window | Download (Duration: 1:19:00 — 36.2MB) Subscribe:...
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