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 These recorded broadcasts may contain outdated or obsolete information.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, TSPs, Roth Conversions, Special Needs Trusts, and RMDs: Q&A #2133
August 14, 2021
Jim and Chris sit down to answer listener questions about Social Security, WEP, TSPs, Roth Conversions, Special Needs Trusts, and RMDs. (3:00) A Mainer would like to know if they can claim Social Security benefits retroactively. (10:00) A listener from Washington wants clarification on how the Windfall Elimination Provision (WEP) will affect their Social Security benefit. (16:30) Another...
Listen NowThree Types Of Beneficiaries: EDU #2132
August 11, 2021
Jim and Chris sit down to revisit the three types of beneficiaries for IRA/retirement accounts after the passage of the SECURE Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E32.mp3 Podcast: Play in new window | Download (Duration: 43:49 — 20.1MB) Subscribe:...
Listen NowSocial Security, Gift Tax, and Life Insurance Proceeds: Q&A #2132
August 7, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, gift tax, and investing life insurance proceeds for children. (3:45) Chris addresses a thought from a listener wondering about a response to one of last weeks Social Security questions. (12:15) A Maryland listener looks for clarification on a Social Security question that was answered on a previous show. (21:15)...
Listen NowConflicting Financial Advice: EDU #2131
August 4, 2021
Jim and Chris sit down to discuss a listeners email concerning the topic of conflicting advice in the financial planning world. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E31.mp3 Podcast: Play in new window | Download (Duration: 1:18:53 — 36.1MB) Subscribe:...
Listen NowSocial Security, Roth Conversion Taxes, and Beneficiaries: Q&A #2131
July 31, 2021
Jim and Chris sit down to answer listeners questions relating to Social Security, Roth conversion taxes, and naming beneficiaries on IRAs and 401(k)’s. (4:30) A Kentucky listener looks for clarification on claiming Social Security survivor benefits prior to collecting their own retirement benefit. (12:15) A Floridian asks about the idea of claiming Social Security early to collect a...
Listen NowTax Impacts Of Investing In Real Estate: EDU #2130
July 28, 2021
Chris and Bob sit down to discuss the three phases of investing in real estate and the potential tax impacts of owning real estate as an investment. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E30.mp3 Podcast: Play in new window | Download (Duration: 1:01:21 — 28.1MB) Subscribe:...
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