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 These recorded broadcasts may contain outdated or obsolete information.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 Conversions, and LTC: Q&A #2113
March 27, 2021
Jim and Chris sit down to discuss listeners’ questions pertaining to Social Security, Roth conversions, and long term care (LTC) insurance. (6:00) A New Yorker asks a question about the theoretical maximum payout value for Social Security and what its based on. (18:15) A Portland listener asks about the difference between Social Security survivor benefits and divorced survivor Social...
Listen NowBiden Administration’s Tax Proposal Discussion: EDU #2112
March 24, 2021
Jim and Chris sit down to discuss and provide details about the twelve potential tax changes within the Biden administrations tax proposal. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E12.mp3 Podcast: Play in new window | Download (Duration: 1:15:26 — 34.5MB) Subscribe:...
Listen NowSocial Security, Delayed Retirement Credits, IRD, CRDs, and Commission-Free Annuities: Q&A #2112
March 20, 2021
Jim and Chris answer listener questions about Social Security, Delayed Retirement Credits, IRD, CRDs, and Commission-Free Annuities. (4:45) A Nevadan wants to know if severance payments affect their Social Security earnings record. (13:38) A listener asks two questions about Social Security survivor benefits and delayed retirement credits. (24:57) George from California wanted clarification on a...
Listen NowSuccessor Beneficiaries For IRAs: EDU #2111
March 17, 2021
Jim and Chris sit down to discuss successor beneficiaries for IRAs and the complex details surrounding them. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E11.mp3 Podcast: Play in new window | Download (Duration: 53:46 — 24.6MB) Subscribe:...
Listen NowSocial Security, Pensions, and Backdoor Roth Contributions: Q&A #2111
March 13, 2021
Jim and Chris sit down to discuss a couple listeners questions relating to Social Security, pensions, and backdoor Roth contributions. (10:30) A listener from Maryland asks about the timing behind getting full Social Security benefits and retroactive payments. (18:00) George from New York asks two questions. The first question relates to Social Security benefits. (30:00) George’s second...
Listen NowThe Operation of Annuities: EDU #2110
March 10, 2021
Jim and Chris sit down to discuss the operation of annuities and the tax consequences related to them when the annuity owner passes away. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y21E10.mp3 Podcast: Play in new window | Download (Duration: 1:01:08 — 28.0MB) Subscribe:...
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