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The Retirement and IRA Show
With Jim, Chris & Peter

Enjoying a Healthy Retirement: EDU #2619

Chris’s Summary Jim and I are jo...

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: 57 minutes : 13-May-2026

Is The Safe Withdrawal Rate Useful? EDU

Chris’s Summary Jim and I discuss the Safe ...

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: 1 hour 21 minutes : 06-May-2026

IRMAA, Social Security, Roth 5-Year Rule...

Jim and Chris discuss listener emails on IRMA...

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: 1 hour 16 minutes : 09-May-2026

Social Security, IRMAA, Roth Conversions...

Jim and Chris discuss emails on Social Securi...

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: 1 hour 25 minutes : 02-May-2026

Retirement Spending Phases: EDU #2617

Chris’s SummaryJim and I continue our discu...

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: 1 hour 44 minutes : 29-Apr-2026

Social Security, Wash Sales, Taxes: Q&A

Chris is joined by Jake Turner, while Jim is ...

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: 1 hour 10 minutes : 25-Apr-2026

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

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