The Retirement and IRA Show

Chart trend

Position in the Investing chart (US), last 90 days.

#1#53#104JunJulAugSep

#36

all-time peak

days in the top 50 since Nov 2024

Latest episodes

Showing 20 · updated from the feed

Heart Screening, Healthy Aging in Retirement: Q&A #2637

#48 trending · Business

Jim and Chris are again joined by Dr. Phillip Snider. They discuss listener emails on coronary artery calcium scoring, followed by a broader conversation on healthy aging

Sep 12
1 h 20 min

Review of a DIY Retirement Plan: EDU #2636

Chris’s Summary Jim and I continue our Fun Number series with a listener email laying out a DIY retirement plan built account by account, each with an assigned purpose.

Sep 9
1 h 34 min

IRMAA Brackets, Social Security, Annuity Inflation, QCDs, Listener PSAs: Q&A #2636

Jim and Chris discuss listener emails on IRMAA brackets after a spouse’s death, Social Security claiming and spousal benefits, annuities and inflation for a Minimum Digni

Sep 5
1 h 25 min

Investment Positioning Questions: EDU #2635

Chris’s Summary Jim and I are joined by Jacob as we tackle four listener questions on Investment Positioning , covering Quicken tools for tracking positions, funding a d

Sep 2
1 h 30 min

Social Security, Social Security, Home Purchase, Fun Spending: Q&A #2635

Jim and Chris discuss listener emails on Social Security survivor benefits and earnings records, financing a home purchase, and using a fixed indexed annuity (FIA) for di

Aug 29
1 h 31 min

Spending Retirement Savings: EDU #2634

Chris’s Summary Jim and I continue our discussion on the Fun Number, this time as a dialogue episode built around one listener’s hesitation around spending retirement sa

Aug 26
56 min

Social Security, Early Withdrawals, SPIAs, QLACs, Retirement Strategy: Q&A #2634

Jim and Chris discuss listener emails on spousal Social Security timing, a listener PSA on the super catch-up contribution rule, early withdrawals from a Roth 457(b) plan

Aug 22
1 h 17 min

Extending Your Go-Go Years: EDU #2633

Chris’s Summary Jim and I are joined again by Dr. Phillip Snider as we continue looking at narrowing the gap between healthspan and lifespan and extending your go-go yea

Aug 19
1 h 05 min

Social Security, IRMAA, Roth Conversions, Roth Contributions, TEFRA: Q&A #2633

Jim and Chris discuss listener emails on the Social Security Fairness Act, an IRMAA question involving deferred compensation, Roth conversions before and after key age mi

Aug 15
1 h 20 min

Investment Positioning Part 2: EDU #2632

Chris’s Summary Jim and I are joined by Jacob Vonloh as we continue our discussion on investment positioning, wrapping up asset placement for emergency, aging, and long-

Aug 12
1 h 17 min

Spousal Benefits, HSA Tax Strategies PSA, Inherited IRAs: Q&A #2632

Jim and Chris discuss listener emails on Social Security spousal benefits, a listener PSA on HSA tax strategies and treasuries, and inherited IRA RMD rules for minor bene

Aug 8
1 h 22 min

Investment Positioning Explained: EDU #2631

If you’d like to skip past Jim, Chris, and Jacob’s opening chat about Jacob relocating to Iowa, Jim’s hiking plans, weather, office dog Apollo, and generational pop cultu

Aug 5
1 h 21 min

Social Security, Estate Planning, Annuity Safety: Q&A #2631

Jim and Chris discuss listener emails on Social Security survivor benefits after the GPO repeal, estate planning for minor children, and annuity safety. (10:00) A listen

Aug 1
1 h 30 min

Covering Retirement Income Gaps: EDU #2630

Chris’s Summary Jim and I continue our discussion on the Fun Number, this time tackling what comes out first and how we plan for covering retirement income gaps. We look

Jul 29
1 h 33 min

Social Security, Roth 401k, HSA Reimbursement, Pension Options, Trust Planning: Q&A #2630

Jim and Chris discuss listener emails on Social Security survivor benefit strategies, a Roth 401(k) catch-up rule loophole, HSA reimbursement for Medicare premiums, pensi

Jul 25
1 h 26 min

Retirement Budgeting – The Fun Number: EDU #2629

Chris’s Summary “Jim and I begin a multi-part discussion on the Fun Number, a retirement budgeting concept for how much someone can spend on what they want rather than w

Jul 22
1 h 06 min

Social Security, Pension RMDs, Interest Taxation, Portfolio Strategy: Q&A #2629

Jim and Chris discuss the new PROMISE Act’s potential impact on Social Security before covering listener emails on pension RMD timing, interest taxation versus capital ga

Jul 18
1 h 28 min

A Potpourri of Beneficiary Disputes and Tax Laws: EDU #2628

Chris’s Summary Jim and I dig into two beneficiary disputes as part of what we’re calling a “potpourri” EDU show: the 1930s Goodman Triangle life insurance gift tax disp

Jul 15
1 h 01 min

Healthspan and Retirement Planning for Longevity with Dr. Snider: Q&A #2628

Jim and Chris welcome back returning guest Dr. Phillip Snider for a Q&A episode that plays a little differently than usual. Listener emails open a broader discussion of h

Jul 11
1 h 07 min

Funding Essential Expenses in Retirement: EDU #2627

Chris’s Summary Jim and I review a reader-submitted article on funding essential expenses in retirement, examining how one engineer split his portfolio into what we woul

Jul 8
1 h 12 min

Chart positions

Where The Retirement and IRA Show ranks today in each Apple Podcasts chart (US, Sep 13, 2026).

#65 ▲ 23 Investing US

What listeners say

A curated, balanced selection of Apple Podcasts reviews.

This podcast is full of great information. Their approach to retirement is well thought out and they are passionate about it. I like their candor about the investment industry. If you are a type A, you will like this better if you try to chill a little and enjoy the banter, updates and digressions. This personalizes the show.

Maryamndes · Feb 2025

This is hard to rate. 2 stars for the delivery, 5+ stars for the content. Most of these podcasts are longer than an hour long. There is a lot of “banter” and personal jokes between Jim and Chris. They seem to pride themselves on being very off the cuff without a lot of prep. lBut give yourself the time to listen, because there are some very valuable nuggets of knowledge and wisdom that would be hard to find in another single source. I appreciate the transcripts to dig those nuggets out after listening. I often listen with the speed set to 1.2-1.5 and I don’t feel I miss anything.

Dongo-5 · Jan 2025

This podcast consistently delivers excellent retirement focused information and should be a must listen for all those approaching retirement. Both Jim and Chris provide keenly helpful insight and openly share an amazing amount of knowledge about Social Security and retirement planning. They do so without the conflict of trying to monetize their podcast. The podcast can be a bit long and it does, at times, get into much detail but in the end the delivery of useful information is well worth the wait. Sit back, listen, learn and enjoy!

The Crusher Man · Oct 2024

These guys will grow on you. I used to fast forward through the first few minutes to get to the meat of the podcast. Now I enjoy the random conversations and chuckle several times during the entire show. Not to mention the knowledge I have absorbed.

epwdrfbjm njkmfctr · Jul 2024

We strive to present a balanced view by showing a diverse range of reviews from Apple Podcasts.