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The Retirement and IRA Show
With Jim, Chris & Peter

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

Ed Slott Quiz – Widow(er) Tax Penalty ...

Chris’s Summary Jim and I discuss the Ed Sl...

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: 1 hour 10 minutes : 18-Mar-2026

Tax Filing, Health Insurance, iBonds, RM...

Chris is joined by Jake Turner to discuss lis...

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: 1 hour 6 minutes : 14-Mar-2026

Retirement Planning With a Defined Benef

Chris’s Summary With Jim at the T3 conferen...

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: 54 minutes : 11-Mar-2026

IRMAA, RMDs, Conduit Trust: Q&A #2610

Jim and Chris discuss listener emails on PSAs...

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: 1 hour 5 minutes : 08-Mar-2026

Fisher’s 99 Retirement Tips, Part 2: E

Chris’s Summary Jim and I continue our disc...

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: 1 hour 15 minutes : 04-Mar-2026

Social Security, IRMAA, Disclaiming Inhe...

Jim and Chris discuss listener emails on Soci...

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: 48 minutes : 28-Feb-2026

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