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The Retirement and IRA Show
With Jim, Chris & Peter

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

Jim and Chris answer listener questions on So...

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: 1 hour 16 minutes : 31-May-2025

Flexible Retirement Spending: EDU #2522

Chris’s Summary:Jim, Jake, and I use this D...

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: 1 hour 12 minutes : 28-May-2025

Social Security, IRA Basis, and Roth 5-Y

Jim and Chris answer listener questions on So...

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: 1 hour 35 minutes : 24-May-2025

Spending Confidently in Retirement with

Chris’s Summary:Jim and I are joined again ...

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: 1 hour 19 minutes : 21-May-2025

Social Security, HSA Strategy, and Cost

With Jim away at a conference, Chris is joine...

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: 1 hour 17 minutes : 17-May-2025

Exploring the Retirement Mindset with Ke

Chris’s Summary:Jim and I welcome Kevin Seb...

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: 57 minutes : 14-May-2025

Social Security, IRMAA, IRA Beneficiary,...

Jim and Chris respond to listener emails on ...

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: 1 hour 34 minutes : 10-May-2025

Retirement Plans for Aging: EDU #2519

Chris’s Summary:Jim and I take a step back ...

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: 1 hour 31 minutes : 07-May-2025

IRA Contributions, Special Needs Trusts,...

Jim and Chris are joined by Jake to discuss l...

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: 1 hour 30 minutes : 03-May-2025

Transition Period Strategy Part 3 – A

Chris’s Summary:Jim and I are joined once a...

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: 1 hour 27 minutes : 30-Apr-2025

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