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 These recorded broadcasts may contain outdated or obsolete information.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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October 11, 2014
Do you know what is going to happen to your assets after you pass away? What are those beneficiary designation forms you have to fill out with life insurance policies or retirement accounts, and how important is it to keep them updated? Jim and Chris discuss how beneficary forms work and why you should periodically review them. Podcast: Play in new window | Download (Duration: 1:43:03 —...Listen Now
September 27, 2014
“George” from CA emailed Jim and Chris with a question regarding contributions to his retirement accounts. “George” has a job and he has maxed out his contributions to both his employer sponsored 401(k) and his IRA. He also plans on doing some consulting work this year that he estimates to be worth over $10K. “George” wants to know if he can take the entire...Listen Now
September 13, 2014
Jim and Chris received a news article from a listener in Australia that showcased how easily a reporter got around Australia’s education requirements for financial advisors. They then went on to discuss how that here in the US, unless the individual is a Certified Financial Planner™ professional, there are not a lot of education requirements needed in order to call yourself a financial...Listen Now
September 6, 2014
Jim and Chris discuss a number of different topics on today’s show. What is form 8606 and what does it have to do with Roth IRAs? Is there an income limit for a Roth IRA? What is a SEP IRA? Do you need a second opinion regarding your annuities? And… how do Social Security family benefits work? Podcast: Play in new window | Download (Duration: 1:43:24 —...Listen Now
August 30, 2014
Due to the holiday, there is no new radio show. Hope you had a fantastic three-day weekned!Listen Now
August 23, 2014
Due to the success of Jim’s and Chris’s Easter Trivia show, they decided to try it with Labor Day too! Listeners answer Labor Day trivia questions and Jim and Chris try to relate the answers to retirement planning. Podcast: Play in new window | Download (Duration: 1:42:47 —...Listen Now