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 These recorded broadcasts may contain outdated or obsolete information.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).
Listen to our podcasts on iTunes!
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
February 28, 2015
For Devon’s last show, Jim and Chris answer listeners’ Social Security questions. If a couple both file and suspend their Social Security benefits and one spouse dies before claiming their benefit, can the surviving spouse claim the deceased spouse’s accrued (lump sum) benefit and then claim their own at age 70? Also… if you claim your Social Security benefit and then go...Listen Now
February 21, 2015
We apologize, but due to Financial Industry Regulatory Authority (FINRA) rules we are not able to post this week’s show.Listen Now
February 14, 2015
Jim and Chris answer listeners’ questions regarding 401(k)s, Roth IRAs and Social Security options. When do you have to start taking RMDs on a 401(k), and if you don’t need or want to take the RMDs, what else can you do with the money? If you’ve fully funded your Roth IRA for the year and are contributing the maximum to your 401(k), what else can you do to prepare for...Listen Now