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The Retirement and IRA Show
With Jim, Chris & Peter

Retirement Spending Plans: EDU #2616

Chris’s Summary Jim and I discuss retiremen...

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: 1 hour 10 minutes : 22-Apr-2026

Social Security, ERISA, Trusts: Q&A #261

Jim and Chris discuss listener emails on Soci...

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: 1 hour 7 minutes : 18-Apr-2026

Tax Rules and Mistakes: EDU #2615

Chris’s SummaryJim and I are joined by Jake...

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: 1 hour 23 minutes : 15-Apr-2026

Social Security, Inheritance Strategy, S...

Jim and Chris discuss listener emails on Soci...

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: 1 hour 24 minutes : 11-Apr-2026

Retirement Lessons Learned: EDU #2614

Chris’s Summary Jim and I share retirement ...

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: 1 hour 29 minutes : 08-Apr-2026

Social Security, 5-year Rule, Conduit Tr...

Jim and Chris discuss listener emails on Soci...

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: 1 hour 30 minutes : 04-Apr-2026

Buffered ETF Mechanics: EDU #2613

If you would like to skip over the guys’ ba...

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: 1 hour 24 minutes : 01-Apr-2026

Social Security, Spendthrift Trust, Livi

Jim and Chris discuss listener emails on Soci...

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: 1 hour 27 minutes : 28-Mar-2026

Ed Slott IRA Quiz Continued: EDU #2612

If you would like to skip over Jim and Chris�...

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: 1 hour 5 minutes : 25-Mar-2026

HSA Reimbursement, Social Security, Cond

Jim and Chris discuss listener emails, openin...

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: 1 hour 21 minutes : 21-Mar-2026

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