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The Retirement and IRA Show
With Jim, Chris & Peter

A Smart Approach to Retirement: EDU #250

In this EDU episode Jim and Chris review and ...

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: 1 hour 13 minutes : 12-Feb-2025

Survivor Benefits, Social Security Disab...

Jim and Chris discuss listener questions rela...

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: 1 hour 10 minutes : 08-Feb-2025

A Discussion on Simplified Retirement Pl

While Jim is at a conference, Jake joins Chri...

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: 59 minutes : 05-Feb-2025

Social Security, QLACs, and ETFs: Q&A #2

Jim and Chris discuss listener questions rela...

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: 1 hour 29 minutes : 01-Feb-2025

Safe Withdrawal Rate: EDU #2505

Jim, Chris, and Jake share their thoughts on ...

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: 1 hour 28 minutes : 29-Jan-2025

Medicare Enrollment, Social Security, an

Jim and Chris discuss listener questions rela...

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: 1 hour 34 minutes : 25-Jan-2025

Charitable Remainder Trusts Part 2: EDU

Jim, Chris, and guest Paul Neiffer, CPA, cont...

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: 1 hour 28 minutes : 22-Jan-2025

Contributions, Social Security, 415 Limi...

Jim, Chris, and Jake sit down to discuss list...

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: 1 hour 5 minutes : 18-Jan-2025

“Super-Catchup” Retirement Plan Cont

Chris and Jake discuss the new “Super-Catch...

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: 56 minutes : 15-Jan-2025

Social Security, Inherited Roth IRAs, In...

Jim and Chris sit down to discuss Social Secu...

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: 1 hour 21 minutes : 11-Jan-2025

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