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The Retirement and IRA Show
With Jim, Chris & Peter

Social Security, HSA Reimbursements, and

Jim and Chris discuss listener questions on s...

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: 1 hour 9 minutes : 06-Sep-2025

Behavioral Finance in Retirement Plannin

Chris’s SummaryJim and I look at behavioral...

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: 1 hour 28 minutes : 03-Sep-2025

Social Security, Risk Philosophy, Frater...

Jim and Chris discuss listener questions on S...

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: 1 hour 27 minutes : 30-Aug-2025

Roth Catch Ups and the 60-Day Rollover R

If you are not in the mood for Jim and Chris�...

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: 1 hour 22 minutes : 27-Aug-2025

Social Security, PSA, Annuities, RMD Rul

Jim and Chris discuss listener questions on S...

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: 1 hour 33 minutes : 23-Aug-2025

Catch Up Contributions: EDU #2534

Chris’s Summary Jim and I review catch up c...

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: 1 hour 19 minutes : 20-Aug-2025

Funding Discretionary Spending: EDU #253

Chris’s SummaryJim and I continue discussin...

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: 1 hour 3 minutes : 13-Aug-2025

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

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