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The Retirement and IRA Show
With Jim, Chris & Peter

2026 Social Security Changes: EDU #2546

Chris’s SummaryWith Jim away this week, I r...

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: 50 minutes : 12-Nov-2025

Social Security and Roth Conversion Stra

With Jim is away at a conference, Chris is jo...

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: 1 hour 9 minutes : 08-Nov-2025

Retirement Preparedness and Planning Les

Chris’s SummaryJim and I explore retirement...

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: 1 hour 2 minutes : 05-Nov-2025

Social Security, IRMAA Taxation, 529 Rol...

Jim and Chris discuss listener questions on S...

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: 1 hour 34 minutes : 01-Nov-2025

Social Security Claiming Strategies, Par

Chris’s SummaryJim and I continue our discu...

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: 1 hour 21 minutes : 29-Oct-2025

HSA Contributions, Social Security, Fee ...

Jim and Chris discuss listener questions on h...

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: 1 hour 14 minutes : 25-Oct-2025

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

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