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 These recorded broadcasts may contain outdated or obsolete information.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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So What is a MyRA?
March 1, 2014
President Obama talked about creating a new type of retirement account, the myRA, during his State of the Union Address on Jan. 28, 2014. If you’ve heard a little bit about the myRA and are wondering if it could be right for you, you need to listen to today’s show. Jim and Chris discuss what a myRA is and how it works. They also look at the differences between a 401(k) and an IRA....
Listen NowRoth Contributions vs. Roth Conversions
February 15, 2014
The rules and regulations for a Roth contribution are very different than those for a Roth conversion. Do you know what the differences are? If not, you’ll want to listen to today’s show as Jim and Chris explain the ins and outs of contributions vs conversions for a Roth IRA. Jim also answers a listener’s email question regarding how to handle multiple non-spouse IRA...
Listen NowMissed RMDs for Inherited IRAs
February 1, 2014
Oops! You inherited a non-spouse IRA and didn’t know the rules regarding Required Minimum Distributions. Listen to today’s show to find out what to do. Chris also delves into the importance of a Power of Attorney, the Representative Payee form from Social Security, why to file and suspend your Social Security benefits and what retroactive benefits are. Podcast: Play in new...
Listen NowFacebook and Taxes and RMDs, Oh My!
January 25, 2014
Jim, Chris and special guest, estate planning attorney Andrew Stone tackle a wide variety of topics during this live show. What do you do with things that aren’t traditionally considered assets (like Facebook accounts and season tickets) when someone passes? What are the tax implications of purchasing a single premium annuity inside an IRA? If you’re 70 1/2 this year, do you have...
Listen NowFinancial Planning – Brady Bunch Edition
January 18, 2014
Are you part of a blended family? Then you’ll want to listen to today’s show. Jim, Chris and estate planning attorney Andrew Stone discuss special considerations for blended families including estate planning concerns and beneficiary designation forms for IRAs and 401(k)s. Podcast: Play in new window | Download (Duration: 1:43:05 —...
Listen NowAre You Ready For Retirement?
January 11, 2014
Jim and Chris share nine statistics compiled by wealthmanagement.com regarding how prepared people are for retirement. Listen to find out how you compare. Also in today’s show, listener’s email questions. Can you have a stop-loss order for your IRA? Is there any tax advantage to contributing to your IRA in 2013 and then withdrawing the contribution in 2014? Podcast: Play in new...
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