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 These recorded broadcasts may contain outdated or obsolete information.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, Roth IRA Contributions, TIPS, Life Insurance, Cost Basis, and Roth Conversions: Q&A #2116
April 17, 2021
Jim and Chris sit down to answer listeners’ questions relating to Social Security, Roth IRA contribution rules, TIPS, life insurance, cost basis, and Roth conversions. (2:55) A listener looks for advice on the best date for his wife to claim her Social Security benefit. (17:30) George from Michigan asks if graduate students receiving funds from the university can qualify to make...
Listen NowUpdated RMD Rules and Reverse Mortgages: EDU #2115
April 14, 2021
Jim and Chris sit down with a special guest, Jan Jordan, to explain the updated Required Minimum Distribution (RMD) rules from the IRS and discuss details regarding reverse mortgages. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E15.mp3 Podcast: Play in new window | Download (Duration: 54:01 — 24.7MB) Subscribe:...
Listen NowRetirement Benefits, Social Security, Annuities, and QLACs: Q&A #2115
April 10, 2021
Jim and Chris sit down to discuss listeners questions relating to retirement benefit plans, Social Security, annuities, and QLACs. (3:30) An Indiana listener looks for advice on when to collect his Railroad Retirement Benefits (RRB). (17:30) A Californian asks for clarification about how receiving two years of wages after retirement will effect her age 70 Social Security benefit. (37:00) George...
Listen NowThe Issue With Trusts As Beneficiaries on IRAs: EDU #2114
April 7, 2021
Jim and Chris sit down to discuss a listeners email surrounding the topic of potential issues with having a trust setup as beneficiary to an IRA. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E14.mp3 Podcast: Play in new window | Download (Duration: 1:13:41 — 33.7MB) Subscribe:...
Listen NowSocial Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC: Q&A #2114
April 3, 2021
Jim and Chris sit down to discuss listener questions and comments on Social Security, Tax Credits, Step-Up in Basis, VATs, Rollover IRAs, and LTC. (7:00) A listener from North Carolina would like to know how the family’s maximum Social Security benefit affects a child’s Social Security benefit. (25:10) A CPA from Alabama commented on future tax credit proposals. (30:50) A Californian...
Listen NowYour Tax Questions Answered: EDU #2113
March 31, 2021
Chris sits down with special guest and CPA, Bob Palechek to discuss a couple general tax questions from listeners. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E13.mp3 Podcast: Play in new window | Download (Duration: 52:00 — 23.8MB) Subscribe:...
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