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The Retirement and IRA Show
With Jim, Chris & Peter

Determining What You’re Paying Your Fi...

Jim and Chris address a listener’s email ab...

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: 53 minutes : 17-Dec-2019

Quarterly Estimated Payments, Early Reti...

Jim pauses cheering on the New England Patrio...

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: 57 minutes : 13-Dec-2019

Fees in Equity Trades: EDU #1944

Some questions have come up about fees in equ...

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: 39 minutes : 10-Dec-2019

Recovering After-Tax Money, SS Estimates

December is already a week in (wow!) and Jim ...

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: 1 hour : 06-Dec-2019

Upcoming Year Tax Changes: EDU #1943

Special guest speaker Jo Madonna (enrolled ta...

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: 33 minutes : 03-Dec-2019

AUM, Social Security Filing, Gin & Tonic

In today’s podcast, Jim and Chris discuss l...

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: 1 hour 12 minutes : 22-Nov-2019

ABLE Accounts: EDU #1942

Special Podcast Alert: ABLE Accounts! Jim and...

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: 1 hour 10 minutes : 19-Nov-2019

Roth Contributions after Retirement, SS ...

Jim is back at it with Chris as they discuss ...

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: 1 hour 4 minutes : 15-Nov-2019

2020 Social Security Changes: EDU #1941

2020 Social Security changes are almost here!...

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: 24 minutes : 12-Nov-2019

Restricted Spousal Benefits, Survivor Be...

While Jim is out elk hunting, Chris flies sol...

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: 36 minutes : 08-Nov-2019

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