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 These recorded broadcasts may contain outdated or obsolete information.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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Irrevocable Life Insurance Trusts After The Build Back Better Act: EDU #2142
October 20, 2021
Jim and Chris sit down to discuss irrevocable life insurance trusts (ILITs) after provisions of the Build Back Better Act. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E42.mp3 Podcast: Play in new window | Download (Duration: 57:57 — 26.5MB) Subscribe:...
Listen NowCOLA and Other Changes To Social Security For 2022: Q&A #2142
October 16, 2021
Chris sits down on a solo mission to discuss and answer questions about the recently announced, 2022 Social Security revisions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y21E42.mp3 Podcast: Play in new window | Download (Duration: 42:41 — 19.5MB) Subscribe:...
Listen NowNaming Trusts As Beneficiaries Of IRAs: EDU #2141
October 13, 2021
Jim and Chris sit down to discuss a listener prompted topic about naming trusts as beneficiaries of IRAs and applicable rule changes. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E41.mp3 Podcast: Play in new window | Download (Duration: 1:07:18 — 30.8MB) Subscribe:...
Listen NowSocial Security, Roth Conversions, Pro-Rata Rules, and Lump-Sum Pensions: Q&A #2141
October 9, 2021
Jim and Chris sit down to answer listeners questions relating to Social Security survivor benefits, Roth conversions, lump-sum pensions, and the pro-rata rule. (12:00) Georgette looks for clarification on the rules behind claiming an ex-spouses Social Security survivor benefit while delaying her own. (23:30 Preamble, 30:30 Question) A Californian listener asks for help on a accidental Roth...
Listen NowSpecial Guest, Dr. Wade Pfau: EDU #2140
October 6, 2021
Jim and Chris sit down with special guest, professor, author, and overall financial planning guru, Dr. Wade Pfau. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E40.mp3 Podcast: Play in new window | Download (Duration: 1:02:41 — 28.7MB) Subscribe:...
Listen NowSocial Security, Trusts, Creditor Protection, Roth Conversions, and Pensions: Q&A #2140
October 2, 2021
Jim and Chris discuss listeners questions relating to Social Security, trusts as IRA beneficiaries, Roth 401(k) creditor protection, Roth conversions, and pensions. (7:00) Georgette from New York looks for clarification on the taxation of retroactive Social Security benefits as discussed in a previous show. (15:15) George from California wonders about his Mom should claim her Social Security...
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