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The Retirement and IRA Show
With Jim, Chris & Peter

Why We Manage Assets Our Way Part 5: EDU

Jim and Chris discuss the fifth part in our s...

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: 1 hour 11 minutes : 09-Mar-2022

Roth Conversions, Backdoor Contributions...

Jim and Chris discuss questions relating to R...

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: 1 hour 14 minutes : 05-Mar-2022

Why We Manage Assets Our Way Part 4: EDU

Jim and Chris discuss the fourth part in our ...

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: 1 hour 34 minutes : 02-Mar-2022

Social Security, The Five Year Rule, Pen...

Jim and Chris discuss questions relating to S...

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: 1 hour 15 minutes : 26-Feb-2022

Why We Manage Assets Our Way Part 3: EDU

Jim and Chris sit down to discuss part three ...

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: 1 hour 22 minutes : 23-Feb-2022

Tax Diversification, Roth Conversions, a

Jim, Chris, and in-house CPA, Bob Palechek di...

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: 1 hour 6 minutes : 19-Feb-2022

Why We Manage Assets Our Way Part 2: EDU

Jim and Chris sit down to continue their disc...

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: 1 hour 21 minutes : 16-Feb-2022

Social Security, RMD Taxes, Trusts, and ...

Jim and Chris sit down to discuss listeners q...

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: 1 hour 17 minutes : 12-Feb-2022

Why We Manage Assets Our Way: EDU #2206

Jim and Chris sit down to discuss the first p...

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: 1 hour 22 minutes : 09-Feb-2022

Social Security, Roth conversions, and 4

Jim and Chris sit down to discuss listeners q...

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: 1 hour 23 minutes : 05-Feb-2022

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