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The Retirement and IRA Show
With Jim, Chris & Peter

Social Security, Inherited Roth, and IRM

Jim and Chris discuss listener questions on S...

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: 1 hour 15 minutes : 16-Aug-2025

Funding Discretionary Spending: EDU #253

Chris’s SummaryJim and I continue discussin...

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: 1 hour 9 minutes : 13-Aug-2025

Social Security, Roth Conversions, Annui...

Jim and Chris discuss listener questions on S...

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: 1 hour 26 minutes : 09-Aug-2025

Retirement Income Versus Savings: EDU #

Chris’s SummaryJim and I review a recent ar...

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: 1 hour 20 minutes : 06-Aug-2025

Ohio, Medicare, Social Security, Roth 40...

Jim and Chris discuss Jim’s relocation expe...

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: 1 hour 58 minutes : 02-Aug-2025

Buffered ETFs vs Stocks and Cash: EDU #2

Chris’s SummaryJim and I are joined by Matt...

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: 51 minutes : 30-Jul-2025

Social Security, Transition Planning, Po...

Chris is joined by Jake and Jacob to answer l...

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: 1 hour 22 minutes : 26-Jul-2025

Living Benefits on Annuities: EDU #2530

Chris’s SummaryJim and I explain living ben...

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: 1 hour 28 minutes : 23-Jul-2025

Social Security, SPIA Taxation, IRMAA, R...

Chris and Jake address listener questions on ...

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: 1 hour 25 minutes : 19-Jul-2025

Social Security, Annuities, Roth and Rot...

Jim and Chris answer listener questions on So...

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: 1 hour 21 minutes : 12-Jul-2025

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