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 These recorded broadcasts may contain outdated or obsolete information.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).
Listen to our podcasts on iTunes!
Thanksgiving Break: EDU
November 25, 2020
Chris provides a brief update about the upcoming Thanksgiving break and when we’ll be back to regularly scheduled programming. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E47T.mp3 Podcast: Play in new window | Download (Duration: 1:55 — 900.0KB) Subscribe:...
Listen NowSocial Security, Rollover Options, and IRA Conversions: Q&A #2047
November 21, 2020
Jim and Chris discuss listeners’ questions relating to Social Security, Rollover Options, and IRA conversions. (2:00) George from Chicago asks a question about when the overall best time to claim Social Security is. (10:50) A listener from North Carolina asks for advice on taking a lump sum buyout from his employer and rolling it into his 401k or IRA to avoid tax implications. (23:00) A...
Listen NowCoronavirus Related Distributions (CRDs) Part 1: EDU #2046
November 18, 2020
Jim and Chris begin to clarify the details on coronavirus related distributions (CRDs) and the tax implications surrounding them in this first part of the CRD focused EDU show. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E46.mp3 Podcast: Play in new window | Download (Duration: 58:49 — 26.9MB) Subscribe:...
Listen NowSocial Security “Grace Years”, IRAs, QCDs, RMDs, and Taxes: Q&A #2046
November 14, 2020
Jim and Chris discuss listeners’ comments and questions relating to Social Security “grace years”, IRAs, QCDs, RMDs, and Taxes. (Intro) Jim and Chris read an incredibly generous “thank you” email from Georgette in California and address what a “grace year” means for Social Security. (16:55) A listener asks for clarification on an older article written by...
Listen NowRoth Conversions and “210 Considerations”: EDU #2045
November 11, 2020
Chris sits down with our in house CPA, Bob Palechek, for a tax-focused podcast on Roth conversions and what Jim calls, “210 considerations”. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E45.mp3 Podcast: Play in new window | Download (Duration: 51:09 — 23.4MB) Subscribe:...
Listen NowSpousal Benefits, Social Security, Indexed Universal Life policies, and Backdoor Roth IRAs: Q&A #2045
November 7, 2020
Jim and Chris answer listener questions about spousal benefits, tax withholdings on Social Security benefits, Indexed Universal Life policies, and Backdoor Roth contributions. (6:15) An Arizonian wants to know more information on claiming spousal Social Security benefits at their Full Retirement Age (FRA). (14:30) George asks a question about withholding Federal taxes on Social Security...
Listen Now
