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The Retirement and IRA Show
With Jim, Chris & Peter

OBBBA Tax Changes Explained: EDU #2528

Chris’s SummaryI am joined by Jake and Paul...

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: 1 hour 16 minutes : 09-Jul-2025

Social Security, Pension Buyouts, and Ma...

Jim and Chris answer listener questions on So...

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: 1 hour 12 minutes : 05-Jul-2025

Broker vs Advisor Sold RILAs: EDU #2527

Chris’s Summary:Jim and I examine broker vs...

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: 1 hour 16 minutes : 02-Jul-2025

PSAs, Spousal Benefits, Annuity Use Case

Jim and Chris shares listener PSAs on IRMAA a...

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: 1 hour 29 minutes : 28-Jun-2025

RILAs vs Buffered ETFs: EDU #2526

Chris’s Summary:Jim and I explore registere...

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: 53 minutes : 25-Jun-2025

Social Security PSAs, FIAs, SPIAs, and M

Jim and Chris begin with three PSAs on Social...

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: 1 hour 32 minutes : 21-Jun-2025

Fixed Indexed Annuities: EDU #2525

Chris’s Summary:Jim and I continue our focu...

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: 1 hour 32 minutes : 18-Jun-2025

Social Security, HSA Rules, SPIA Funding...

Jim and Chris address questions on Social Sec...

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: 1 hour 21 minutes : 14-Jun-2025

Understanding Annuity Types and Features

Chris’s Summary:Jim and I discuss annuity t...

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: 1 hour 21 minutes : 11-Jun-2025

Bond ETFs, Social Security, 401k Annuiti...

Jim and Chris answer questions on defined mat...

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: 1 hour 25 minutes : 07-Jun-2025

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