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 These recorded broadcasts may contain outdated or obsolete information.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, Minimum Dignity Floor, ERISA, and Roth IRA Contributions: Q&A #2044
October 31, 2020
Jim and Chris answer listener questions about Social Security, The Minimum Dignity Floor, ERISA, and Roth IRA Contributions. (7:30) A listener wonders where to start when deciding which withholding rate to choose for Social Security benefits. (18:55) John Jacob Jingleheimer Schmit from Kentucky asks about Social Security claiming strategies to cover their Minimum Dignity Floor. (45:05) An Ohioan...
Listen NowAddressing a Listeners Investment Questions: EDU #2043
October 28, 2020
Jim and Chris sit down to discuss one particular listener’s current retirement/investment situation and provide their unique input. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E43.mp3 Podcast: Play in new window | Download (Duration: 1:04:42 — 28.6MB) Subscribe:...
Listen NowSocial Security, IRAs, Roth Conversions, and Taxes: Q&A #2043
October 24, 2020
Jim and Chris discuss comments relating to Social Security while answering questions about IRAs and taxes. (Intro) Two listeners; one from Pennsylvania and one from Texas reach out to Chris for clarity on a Social Security question asked on a previous Q&A regarding delayed retirement credits. (22:10) A returning listener who panicked when the stock market crashed in March provides an update...
Listen NowSocial Security Changes for 2021: EDU #2042
October 21, 2020
Chris compares and contrasts the annual changes to Social Security for 2021 including cost of living adjustments, wage and price inflation, as well as Social Security credits. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E42.mp3 Podcast: Play in new window | Download (Duration: 36:09 — 16.8MB) Subscribe:...
Listen NowSocial Security, The Spousal Waiver Form, RMDs, and Backdoor Roth Contributions: Q&A #2042
October 17, 2020
Jim and Chris answer questions on Social Security claiming strategies, withdrawing an application for claiming Social Security, the Spousal Waiver Form, RMDs, and backdoor Roth contributions. (2:56) George asks a question about Social Security claiming strategies. (7:17) George from Arizona wonders what the repercussions are for withdrawing his application for Social Security benefits. (18:15) A...
Listen NowBeneficiary Designations: EDU #2041
October 14, 2020
Jim and Chris sit down to discuss the topic of beneficiary designations and their important role within the financial planning industry. Most importantly, they talk about 401k plans and how blended families can be affected depending on how their beneficiary designations have been set up....
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