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 These recorded broadcasts may contain outdated or obsolete information.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 WEP and GPO Special: Q&A #2443
October 26, 2024
With Jim attending an Ed Slott conference, Chris takes some time to answer a WEP and GPO question before offering listeners general information on Social Security changes for 2025 and a detailed walkthrough of the WEP and GPO provisions of Social Security. (6:30) George asks for more information on whether Social Security offsets are adjusted due to taking a pension early vs later....
Listen NowQualified Annuities and IRA Deep Dive: EDU #2443
October 23, 2024
Jim and Chris first talk about the “Qualified Annuity Stretch” before starting a deep dive into the IRA portion of “The Retirement and IRA Show” with a discussion of 9 of Ed Slott’s “top 23 questions advisors ask”. https://media.blubrry.com/the_retirement_and_ira_show/s3.us-east-1.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E43.mp3 Podcast:...
Listen NowQualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442
October 19, 2024
Jim and Chris sit down to discuss listeners questions relating to Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions. (6:45) The guys clarify the meaning of the word qualified when it applies to retirement accounts as pointed out by a listener to their podcast (13:00) Georgette is curious how child-in-care family max is affected by divorce. (25:00) Listeners provide some...
Listen NowMedicare Enrollment Assistance Special Episode: EDU #2442
October 16, 2024
With Medicare open enrollment season here, Jim and Chris welcome a special guest, Brad Grier, who volunteers with the Nebraska State Health Insurance Assistance Program (SHIP). Brad talks with the guys about what SHIP is and how it might be helpful to you in your state. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E42.mp3...
Listen NowSocial Security Benefits and Roth IRA Annuities: Q&A #2441
October 12, 2024
Jim and Chris sit down to discuss listener questions relating to Social Security benefits then return to a question from last week to take a deeper look at Roth IRA Annuity payments… (18:00) A listener asks if he might be able to collect full Social Security benefits while working part-time for a local government job. (25:45) Georgette hopes for some help before she meets with Social...
Listen NowMedicare Insurance Special: EDU #2441
October 9, 2024
With Medicare open enrollment season approaching, Jim and Chris welcome a special guest, Tyler Haskell, CFP. Tyler has been a Medicare Insurance Broker for 12 years, helping people navigate the complexities of the Medicare system. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E41.mp3 Podcast: Play in new window | Download...
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