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The Retirement and IRA Show
With Jim, Chris & Peter

Social Security Claiming Strategies: EDU

Chris’s Summary Jim and I examine a recent ...

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: 1 hour 11 minutes : 22-Oct-2025

Spousal Roth, Backdoor Roth, Social Secu...

Jim and Chris discuss listener questions on s...

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: 1 hour 15 minutes : 18-Oct-2025

IRA Rollover Mistakes and Exceptions: ED

To skip over Jim and Chris chatting about the...

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: 1 hour 20 minutes : 15-Oct-2025

Social Security, HSA Held Annuities, IRA

Jim and Chris discuss a listener PSA on estim...

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: 1 hour 22 minutes : 11-Oct-2025

Military Retirement Planning: EDU #2541

Chris’s Summary:Jim and I are joined by Rea...

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: 1 hour 13 minutes : 08-Oct-2025

Social Security, Roth Conversions, RMD C

Jim and Chris discuss listener questions on S...

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: 1 hour 20 minutes : 04-Oct-2025

Delay Period Strategy: EDU #2540

Chris’s SummaryJim and I return for an EDU ...

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: 1 hour 9 minutes : 01-Oct-2025

Social Security, 60-Day Rollover, Inheri...

Jim and Chris discuss listener questions on S...

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: 1 hour 47 minutes : 27-Sep-2025

Tax Planning Strategies: EDU #2539

This week, with Jim away at a conference, Chr...

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: 1 hour 18 minutes : 24-Sep-2025

IRMAA, Widow Status, Roth Conversions, A...

Jim and Chris discuss listener questions on I...

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: 1 hour 15 minutes : 20-Sep-2025

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