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 These recorded broadcasts may contain outdated or obsolete information.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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Guidance On A Listeners Situation: EDU #2349
December 6, 2023
Jim and Chris sit down to discuss an email from a listener seeking guidance on some decisions they have to make given their situation. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E49.mp3 Podcast: Play in new window | Download (Duration: 1:09:46 — 31.9MB) Subscribe:...
Listen NowSocial Security, IRMAA, QLACs, MYGAs, and Taxes: Q&A #2348
December 2, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, QLACs, MYGAs, and taxes. (13:30) A Mississippi listener asks if his wife will have to pay back her Social Security benefit after going back to work. (26:00) A Virginian listener asks about the latest possible dates he can use when filing form SSA-44 to avoid any IRMAA impacts. (36:00) A listener in Arizona...
Listen NowThings To Consider When Choosing A Financial Advisor/Planner: EDU #2348
November 29, 2023
Jim and Chris sit down to discuss a couple of items to consider when choosing a financial advisor/planner. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E48.mp3 Podcast: Play in new window | Download (Duration: 1:21:42 — 37.4MB) Subscribe:...
Listen NowThanksgiving Break: Q&A #2347
November 25, 2023
From all of us at Jim Saulnier & Associates, have a happy Thanksgiving with family and friends! https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-QA-Y20E48T.mp3 Podcast: Play in new window | Download (Duration: 2:22 — 1.1MB) Subscribe:...
Listen NowInflation, MDF, and Bond Ladders: EDU #2347
November 22, 2023
Jim and Chris continue their discussion from last week on funding the Minimum Dignity Floor (MDF) and addressing inflation using bond ladders. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E47.mp3 Podcast: Play in new window | Download (Duration: 1:13:01 — 33.4MB) Subscribe:...
Listen NowSocial Security, IRMAA, IRA To HSA Conversions, and 403(b)’s: Q&A #2346
November 18, 2023
Jim and Chris sit down to discuss listeners questions relating to Social Security, IRMAA, IRA to HSA conversions, and 403(b)’s. (7:30) George from Texas asks about the effects of when his wife decides to file for her Social Security benefits in relation to his own filing. (26:30) George in Ohio provides his own unique scenario and looks for clarification on how his IRMAA-related premiums...
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