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 These recorded broadcasts may contain outdated or obsolete information.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, Gifting, Pensions, and Taxable Account Diversification: Q&A #2125
June 19, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, gifting of assets, pensions, and taxable account diversification. (5:00) George from Los Angeles asks if contributing to a deferred compensation program lowers his Social Security earnings history. (11:00) George from Connecticut looks for clarification regarding his sons Social Security disability benefits and...
Listen NowGifting While Alive: EDU #2124
June 16, 2021
Jim and Chris sit down to chat about a listeners email regarding the rarely discussed topic of gifting while being alive. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E24.mp3 Podcast: Play in new window | Download (Duration: 1:14:28 — 34.1MB) Subscribe:...
Listen NowSocial Security, Roth IRAs, Legacy Businesses, RMDs, Medicare, and Beneficiaries: Q&A #2124
June 12, 2021
Jim and Chris sit down to discuss listener questions relating to Social Security, Roth IRAs, legacy businesses, RMDs, Medicare, and beneficiaries. (10:15) A Californian looks for calcification on claiming a deceased ex-husbands Social Security benefit prior to full retirement age. (21:30) Two individual separate listeners ask questions both relating to Roth IRA contribution rules. (26:00) A...
Listen NowTrusts As Beneficiaries of an IRA in a Post-SECURE Act World: EDU #2123
June 9, 2021
Jim and Chris sit down to discuss seven considerations to think about when naming a trust as a beneficiary of an IRA in a post-SECURE Act world. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E23.mp3 Podcast: Play in new window | Download (Duration: 1:21:35 — 37.3MB) Subscribe:...
Listen NowSocial Security, IRA Rollovers, QCDs, and IRA Beneficiaries: Q&A #2123
June 5, 2021
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRA rollovers, QCDs, and IRA beneficiaries. (6:00) Georgette from Michigan looks for clarification on when to claim for a spousal Social Security benefit. (18:00) George asks a couple Social Security questions relating to survivor benefits and claiming strategies. (29:30) An Ohioan listener looks for advice on...
Listen NowRetirement Distribution Strategies Discussion: EDU #2122
June 2, 2021
Jim and Chris sit down to discuss and provide input on a recent article about eight different retirement distribution strategies. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E22.mp3 Podcast: Play in new window | Download (Duration: 1:16:58 — 35.2MB) Subscribe:...
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