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 These recorded broadcasts may contain outdated or obsolete information.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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Q&A: All Things Social Security
May 11, 2019
On this episode, Chris addresses four questions listeners submitted about Social Security. He begins by addressing a Californian listener’s question about creating an online Social Security Account. A second listener from California wondered about retroactive Social Security benefits, a third question was from an Ohio listener and related to WEP. Finally, Chris answers a question from a...
Listen NowEdu: Excess IRA Contributions, Part 1
May 8, 2019
It may not seem like it, but it’s surprisingly easy to make excess contributions to an IRA. In part 1 of this Edu series, Jim and Chris discuss a few of the ways that it can happen. Stay tuned for more episodes, including how to fix excess contributions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E17.mp3 Podcast: Play in...
Listen NowQ&A: Early Retirement Roth Conversions
May 4, 2019
If you retire early, is it wise to use the years before reaching full retirement age to do Roth Conversions at a lower tax rate? Join Chris and Jo as they answer a multi-part question from a Washington listener about using early retirement years for Roth Conversions. They discuss important considerations, annual conversion targets, tax implications, and more....
Listen NowEdu: Tax Optimized Spending with Bucketing
May 1, 2019
A question from a Texas listener inspires Jim and Chris to take a closer look at Tax Optimized Spending with the Bucketing Strategy. The good news is that planning your spending from your Buckets may not be as complicated as you think! Chris shares a simple way of determining how much to spend from your “always taxable”, “maybe taxable”, and “never taxable”...
Listen NowQ&A: NUA, Life Insurance & Pensions, Medicare & Travel, and more
April 27, 2019
Jim and Chris address numerous topics on this weeks Q&A show. Questions come from multiple States and span topics such as Net Unrealized Appreciation (NUA) when someone retires younger than 59 1/2, how to use Life Insurance to supplement a pension, Medicare and travel, canceling a Social Security application, and your first year Required Minimum Distribution (RMD)....
Listen NowEdu: Social Security PIA Calculations
April 24, 2019
Are you confused about what the Social Security Primary Insurance Amount (PIA) is and how it’s calculated? Well, you are not alone! This week Jim and Chris, inspired by listener emails, take a closer look at PIA calculations. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E15.mp3 Podcast: Play in new window | Download...
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