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The Retirement and IRA Show
With Jim, Chris & Peter

Fisher’s 99 Retirement Tips: EDU # 260

Chris’s SummaryJim and I review Fisher Inve...

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: 1 hour 39 minutes : 25-Feb-2026

Tax Special – Conversions, Contributio...

Jim and Chris are joined by Jake Turner to di...

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: 1 hour 21 minutes : 21-Feb-2026

Using Buffered ETFs: EDU #2607

If you would rather not listen to the guys’...

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: 1 hour 18 minutes : 18-Feb-2026

Medicare, Social Security, Inherited Rot

Jim and Chris discuss listener emails on Medi...

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: 1 hour 25 minutes : 14-Feb-2026

Cash Balance Plans Part 2: EDU #2606

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

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: 1 hour 27 minutes : 11-Feb-2026

IRMAA, Early Withdrawal Penalty, 403b Di

Jim and Chris discuss listener emails on IRMA...

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: 1 hour 27 minutes : 07-Feb-2026

Retirement Spending Anxiety: EDU #2605

Chris’s SummaryJim and I discuss spending a...

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: 1 hour 14 minutes : 04-Feb-2026

Social Security, SPIAs, SEPP 72(t): Q&A

Jim and Chris discuss listener emails on Soci...

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: 1 hour 36 minutes : 31-Jan-2026

Asset Positioning for Retirees: EDU #260

If you’d like to skip over the guys chattin...

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: 1 hour 10 minutes : 28-Jan-2026

Social Security, ERISA, LTC: Q&A #2604

Jim and Chris discuss listener emails on Soci...

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: 1 hour 21 minutes : 24-Jan-2026

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