Our Past Shows
Here you will find a year's worth of our past radio shows. Please understand, due to compliance and supervisory guidelines, there is a lag time from when a show first broadcasts to when it can be listed here for later playback. If the show you want is not available, please check back again soon.
Although Jim and Chris strive to make their show ─ and the information presented − topical and pertinent at the time of original broadcast, please recognize the financial world is constantly changing and evolving. These recorded broadcasts may contain outdated or obsolete information. Never make any financial, tax or investment decisions with information contained on these shows without first consulting with your legal, tax and/or financial advisor(s).
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Know Your Retirement L.I.M.M.I.T.S.
June 28, 2014
There are many different risks in retirement, and it’s important for you to understand these risks in order to account for them in your retirement plan. Jim has come up with a handy acronym to help you remember what these risks are: L – longevity, I – inflation, M – market, M – medical, I – interest rate, T – tax and S – sequential. Listen to...
Listen NowIRAs and Why They’re Different
June 21, 2014
IRAs are governed by a whole host of rules and regulations, and if you don’t understand the rules you could get yourself in big trouble. Jim and Chris highlight a Tax Court ruling involving Tom, an electrical contractor, who took $36 thousand from his IRA as a 60 Day Rollover and didn’t put the money back into an IRA in time. Podcast: Play in new window | Download (Duration: 1:43:00...
Listen NowInherited IRAs and Same Sex Couples
June 14, 2014
Same sex couples have some unique considerations when it comes to inherited IRAs; namely was the couple legally married in a state that recognizes same sex marriages? There are also some considerations that apply to anyone who inherits an IRA. What time frame do you have to move an IRA from the deceased’s name to yours? When do you have to take a Required Minimum Distribution? How do...
Listen NowRetirement SOS
June 7, 2014
Retirement isn’t easy. Many people’s greatest fear is that they will outlast their retirement funds. Today’s show focuses on Retirement SOS – Seven Optional Solutions you can use to keep pace with inflation and anticipated spending in retirement. Podcast: Play in new window | Download (Duration: 1:42:59 —...
Listen NowStealth Inflation
May 31, 2014
Have you noticed how some of your favorite products are coming in smaller packages, but their prices are staying the same? Ten eggs instead of a dozen? 46 oz of laundry detergent instead of 60 oz? You really end up paying more for less. Listen to this show to find out which downsized products irritate listeners the most and how this stealth inflation can impact your retirement. Podcast: Play...
Listen NowRetirement Planning Milestones
May 17, 2014
Do you know what some of the important ages are for retirement planning? Listen in as Jim and Chris discuss some of these important milestones. They also answer listeners emails regarding how Social Security calculates your SS retirement benefit and what a back door Roth contribution is. Podcast: Play in new window | Download (Duration: 1:43:00 —...
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