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The Retirement and IRA Show
With Jim, Chris & Peter

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

Annuities in Retirement Planning: EDU #2

Chris’s Summary:Jim and I kick off our annu...

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: 1 hour 9 minutes : 04-Jun-2025

Social Security Filing, Roth 5-Year Rule...

Jim and Chris answer listener questions on So...

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: 1 hour 16 minutes : 31-May-2025

Flexible Retirement Spending: EDU #2522

Chris’s Summary:Jim, Jake, and I use this D...

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: 1 hour 12 minutes : 28-May-2025

Social Security, IRA Basis, and Roth 5-Y

Jim and Chris answer listener questions on So...

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: 1 hour 35 minutes : 24-May-2025

Spending Confidently in Retirement with

Chris’s Summary:Jim and I are joined again ...

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: 1 hour 19 minutes : 21-May-2025

Social Security, HSA Strategy, and Cost

With Jim away at a conference, Chris is joine...

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: 1 hour 17 minutes : 17-May-2025

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