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The Retirement and IRA Show
With Jim, Chris & Peter

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

Investing for Retirees: EDU #2603

If you want to miss all the fun banter about ...

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: 1 hour 36 minutes : 21-Jan-2026

Social Security, HSA, and Annuities: Q&A

Jim and Chris discuss listener questions on S...

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: 1 hour 26 minutes : 17-Jan-2026

New MYGA Variations: EDU #2553

Chris’s SummaryJim and I review new MYGA va...

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: 57 minutes : 31-Dec-2025

Social Security, Deemed Military Wages, ...

Jim and Chris discuss listener emails on Soci...

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: 1 hour 43 minutes : 03-Jan-2026

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