HeyJaredThe Retirement and IRA Show
What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show!
- Indexed episodes, last 90 days
- 23
- Latest publication
- Sep 19, 2026
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- Earliest in this view
- Jul 4, 2026
Latest episodes
Social Security, TIPS Ladder, Investment Positioning, Buffered ETFs: Q&A #2638 (opens the original)
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Chris and Jacob discuss listener emails on Social Security survivor benefits, a TIPS ladder paired with a QLAC, investment positioning across taxable, tax deferred, and tax-free accounts, and buffered ETFs for sequence of returns risk. (12:30) A listener whose spouse recently died asks whether they can claim child in care survivor benefits now while caring for their young daughter, and whether claiming now would affect their own survivor benefit at full retirement age. (25:00) George asks for fe
Power of Attorney Mistakes: EDU #2637 (opens the original)
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Chris’s Summary Jim and I discuss five common power of attorney mistakes flagged in an estate planning attorney’s article, along with points from Peter Scott. We cover naming an alternative agent, the friction a springing agency can create, gifting authority that is either absent or overly broad, notifying old agents and financial institutions after a change, and the boilerplate real estate language that title companies may refuse to accept. Jim’s “Pithy” Summary Chris and I go through an articl
Heart Screening, Healthy Aging in Retirement: Q&A #2637 (opens the original)
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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. Dr. Snider revisits the five tests he recommended in a previous episode, explains what the calcium score ranges mean, and covers how to get the tests done. He then turns to the dietary patterns linked to a longer, healthier life and closes with where the evidence actually stands on the common supplements vitamin D, vitamin E,
Review of a DIY Retirement Plan: EDU #2636 (opens the original)
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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. We cover where her approach lines up with positioning dollars by spending need, where tax planning could change what comes from which account, and how declining ability to manage money shaped her decisions. Jim’s “Pithy” Summary Chris and I get back to the series we interrupted, this time with a long email from a listener who has
IRMAA Brackets, Social Security, Annuity Inflation, QCDs, Listener PSAs: Q&A #2636 (opens the original)
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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 Dignity Floor shortfall, and a Qualified Charitable Distributio (QCD) funding a charitable gift annuity, followed by listener PSAs on expense tracking, home sale timing, and annuity flexibility. (10:00) A listener asks which year’s tax brackets and which filing status apply to the IRMAA two-year look-back following a spouse’s death,
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