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The Retirement and IRA Show
With Jim, Chris & Peter

Medical Issues, LTC, and Retirement Plan

Chris welcomes Jim back to the podcast to dis...

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: 1 hour 8 minutes : 30-Dec-2020

Social Security, Roth Conversions, Pensi...

Jim and Chris discuss listeners’ questions ...

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: 1 hour 6 minutes : 05-Sep-2020

Asset Positioning and Distribution Plann

Jim and Chris discuss a listener’s topic of...

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: 1 hour 37 minutes : 09-Sep-2020

Social Security, Private Lending, Income...

Jim and Chris discuss a few questions on Soci...

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: 1 hour 29 minutes : 12-Sep-2020

A Discussion About the Financial Plannin

Jim and Chris discuss a Texan’s email regar...

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: 1 hour 2 minutes : 16-Sep-2020

Claiming Strategies, Taxes, HSA Contribu...

Jim and Chris cover questions on Social Secur...

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: 1 hour 25 minutes : 19-Sep-2020

Discussion of the Financial Planning Ind...

Jim and Chris continue the discussion from la...

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: 1 hour 21 minutes : 23-Sep-2020

Estate Tax Exemption, 401(k)s, Roth IRAs...

Jim and Chris discuss some questions on the l...

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: 1 hour 7 minutes : 26-Sep-2020

Potential Tax Implications Post-Election

Jim and Chris compare and contrast current an...

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: 1 hour 10 minutes : 30-Sep-2020

Social Security, Mega Backdoor Roth Stra...

Jim and Chris answer questions covering Socia...

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: 1 hour 30 minutes : 03-Oct-2020

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