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 These recorded broadcasts may contain outdated or obsolete information.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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RMDs, Social Security, Annuities, and Pension Survivor Benefits: Q&A #2032
August 8, 2020
Jim and Chris discuss listeners’ questions relating to required minimum distributions, backdating Social Security benefits, claiming spousal Social Security benefits, annuity variations, and joint and survivor pension options. (4:05) Clarification on a question from last week’s EDU show from the Ed Slott group on rolling over required minimum distributions. (14:30) Jim and Chris...
Listen NowThe Basics of Trusts: EDU #2031
August 5, 2020
Jim and Chris introduce attorney and CPA, David Green from First Covenant Trust and Advisors, LLC to discuss and further understand the basics behind trusts as an estate planning tool. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E31.mp3 Podcast: Play in new window | Download (Duration: 1:25:41 — 37.8MB) Subscribe:...
Listen NowIRAs, Roth Conversions, and Social Security Details: Q&A #2031
August 1, 2020
Jim and Chris discuss various listener questions relating to IRAs, Roth conversions, and Social Security details. (8:38) An Ohioan wonders if they can apply for spousal benefits while withdrawing their Social Security application at the same time. (13:28) A Missouri listener asks if he can contribute the maximum annual amount to his IRA after transferring his lump-sum pension into the same IRA...
Listen NowCARES Act and RMD Relief: EDU #2030
July 29, 2020
Jim and Chris discuss the details of the CARES Act and other 2020 governmental relief offered to those with required minimum distributions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E30.mp3 Podcast: Play in new window | Download (Duration: 53:55 — 24.5MB) Subscribe:...
Listen NowSocial Security, CARES Act, and Monte Carlo Analysis: Q&A #2030
July 25, 2020
Jim and Chris answer questions about Social Security Benefits, the CARES Act, and justifications about the Monte Carlo analysis. (8:45) A listener asks about backdating his own delayed Social Security benefit as well as his wife’s benefit at her full retirement age. (16:42) A New Jerseyan wonders if his wife can collect on his Social Security benefit at his full retirement age if it is...
Listen NowInflation Adjustments, COLAs, and the MDF: EDU #2029
July 22, 2020
Jim and Chris discuss a listener from Utah’s topic regarding inflation estimates, cost of living adjustments, and the minimum dignity floor. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E29.mp3 Podcast: Play in new window | Download (Duration: 47:05 — 21.3MB) Subscribe:...
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