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 These recorded broadcasts may contain outdated or obsolete information.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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June 27, 2015
The Ed Slot IRA Program sent a quiz with seven questions to 500 Financial Advisors who were not participants in the Ed Slott Program. All of the questions had to do with IRAs and unfortunately a number of Financial Advisors did not pass the quiz. (Jim, who is a member of the Program got all the questions correct, by the way.) In today’s show, Jim and Peter ask the same quiz questions to...Listen Now
June 20, 2015
When you set up a trust, different assets are dealt with differently from a tax perspective. Qualified Assets get special tax treatment and Non-qualified Assets don’t. Jim, Chris and Peter discuss whet these different types of assets are, why it may be better for you to set up different trusts for these two types of assets and how to structure a trust for Non-qualified Assets....Listen Now
June 13, 2015
What is a living trust and what do they do? Peter answers an email question from a listener who wants to know if a living trust can protect him from being sued and/or protect his assets from creditors. Jim, Chris and Peter also discuss a question from a listener who asks if you can go back and suspend your Social Security benefit if you’ve already started claiming it....Listen Now
June 6, 2015
You’ve probably heard of trusts, but what do you really know about them? What are they? How do they work? What assets can you put in a trust? What exactly does an attorney do to set a trust up? Jim, Chris and Peter discuss these basics of trusts. They also take a look at an IRA Private Letter Ruling involving retirement accounts, a confused CPA and how not to take money out of an IRA....Listen Now
May 30, 2015
A recent study done by San Diego State University asked people in their 20s three questions to determine their financial literacy. Only 25% of the people participating in the study managed to get all three questions correct. On today’s show, Jim asks listeners the same three questions to see if they are smarter than a “Young American”. Jim, Chris and Peter also answer a...Listen Now
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