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 These recorded broadcasts may contain outdated or obsolete information.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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May 23, 2015
Many people don’t save enough for retirement, but what happens when you save too much – in the wrong place? What happens if you contribute too much money to your IRA at one time? Jim, Chris and Peter discuss what the rules are for IRA contributions, what happens when an excess contribution is made and how you can fix it. They also discuss whether you should or shouldn’t name a...Listen Now
May 16, 2015
With everything going digital these days, what can you do with your digital assets (email accounts, social media accounts or personal blogs) from an estate planning perspective? Peter, Jim and Chris discuss steps you can take to make sure your heirs can access your digital accounts after you pass away. Jim, Chris, Peter and Justin also continue their discussion from last week’s show...Listen Now
May 9, 2015
Long Term Care (LTC) insurance can be expensive. What if you buy it and don’t use it? What happens if the premiums go up? What if you want your money back? There are options to traditional long term care insurance policies, namely LTC/life insurance hybrid policies, but unfortunately there is a lot of misinformation surrounding these types of policies. Jim, Chris, Peter and Justin try to...Listen Now
May 2, 2015
Jim and Chris discuss a common retirement planning fallacy (that you’ll be in a lower tax bracket after you retire) and highlight what happened to a couple who believed this about their retirement. Jim and Chris also discuss how Required Minimum Distribution Required Beginning Dates work for regular retirement accounts and inherited accounts, and discuss Required Beginning Dates if...Listen Now
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 11, 2015
A CPA, an attorney, a financial planner and a real estate agent were hired by an individual to help him hold real estate in an IRA. It sounds like the beginning of a bad joke, but this really happened. Jim and Chris talk about an IRS Private Letter Ruling involving owning real estate in an IRA that went horribly wrong for the individual. They also take calls from listeners involving actually...Listen Now