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 These recorded broadcasts may contain outdated or obsolete information.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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March 22, 2014
Do you have an estate plan in place? If you don’t, you’ll want to consider one after today’s show! Jim, Chris and estate planning attorney Peter Scott, Esq. with Coan, Payton and Payne, LLC discuss the top 10 reasons why everyone needs one. Podcast: Play in new window | Download (Duration: 1:43:04 —...Listen Now
March 15, 2014
Earlier this month, President Obama released his FY 2015 budget proposal. Jim and Chris discuss seven points within the budget that may impact your retirement planning. Podcast: Play in new window | Download (Duration: 1:43:05 —...Listen Now
March 8, 2014
Why don’t you get a statement from your IRA custodian regarding your IRA contributions until after tax day? What’s the difference between 1099 forms and 5498 forms? Jim and Chris answer these questions on today’s show. They also take calls from listeners who ask if an individual who is 62 can claim a Social Security spousal benefit if her spouse isn’t 62 yet, and if...Listen Now
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 Now
February 22, 2014
Jim and Chris discuss the convoluted Tax Court case of Bobrow v. the IRS in response to an email question that asks if you can have one 60 day rollover per IRA or one 60 day rollover per taxpayer. Podcast: Play in new window | Download (Duration: 1:43:26 —...Listen Now
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 Now