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 These recorded broadcasts may contain outdated or obsolete information.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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April 18, 2015
It seems that there is a fair amount of confusion out there when it comes to long term care (LTC) benefits. Jim, Chris, Peter and special guest Justin Fundalinski try to clear up a few LTC questions. Can you be too old to obtain LTC insurance? What does it mean if you buy a three, five or even eight year policy? What are the advantages of LTC insurance over Medicaid? How do LTC benefits work?...Listen Now
April 4, 2015
If you were listening to last week’s show, you know that the title should really read, “5 Key Estate Planning Documents Everyone Should Have”. Jim Chris and Peter covered one of the documents last time, so in this show they focus on the last four: Wills, Medical Powers of Attorney, Financial Powers of Attorney and Living Wills. If you would like information of the fifth...Listen Now
March 28, 2015
How much money do you need to retire? If you’re expecting a large amount from a legal settlement, are you better off taking a lump sum or an annuity payment? Jim, Chris and Peter tackle these and other listeners’ questions on this live show. They also begin to discuss the 5 key estate planning documents everyone should have: wills, medical powers of attorney, financial powers of...Listen Now
March 21, 2015
Do you know what is meant by IRD (Income in Respect to a Decedent)? Do you know the differences between a beneficiary and a designated beneficiary? Are you interested in leaving an IRA to charity? In this show, Jim, Chris and Pete explain these terms and discuss how to avoid tax issues when leaving money to a charitable organization. They also talk about a couple of court rulings demonstrating...Listen Now
March 14, 2015
A listener from Texas emailed Jim wanting to know how holding a Single Premium Immediate Annuity (SPIA) in a Roth IRA would work. The listener also wanted to know if it was possible to leave some of the annuity payment in the Roth IRA if he didn’t need the entire amount. Jim and Chris have a fairly involved answer for him, so be sure to listen in! Peter (the new co-host) also answers a...Listen Now
March 7, 2015
Do you know the difference between medical power of attorney and financial power of attorney? Do you know what is meant by probate, or the distinction between a conservator and a guardian? Join Jim, Chris and new show co-host, Peter Scott, Esq., as they discuss some basic estate planning terms. Also in this show, Justin Fundalinski, MBA, discusses long term care insurance, the six activities of...Listen Now