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 These recorded broadcasts may contain outdated or obsolete information.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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November 22, 2014
You may not want to let taxes direct your retirement plan, but that does not mean you should ignore them completely. A listener, “George” who is currently 55, has a pension, a 401(k) and plans to collect Social Security at age 70. At age 70, he is concerned that his assets plus his Social Security benefit will push him in to a higher tax bracket. Should he consider converting his...Listen Now
November 8, 2014
Is there a set amount of money that you’ll need to retire? Jim and Chris explain that retirement planning isn’t always about saving a certain amount of money, it’s about maximizing all the assets you have available to you. Podcast: Play in new window | Download (Duration: 1:43:00 —...Listen Now
November 1, 2014
The Social Security Administration announced a 1.7% cost of living adjustment (COLA) increase for Social Security recipients. Jim and Chris talk about the COLA increase, increases to the contribution limits for some types of retirement accounts and answer a few Social Security related questions from listeners. Podcast: Play in new window | Download (Duration: 1:43:35 —...Listen Now
October 25, 2014
Can you separate the cream from the coffee after they are mixed? Can you separate pre-tax money from after-tax money in a 401(k)? Due to IRS Notice 2014-54, the second one may be a bit easier, but as usual, the devil is in the details. Listen as Jim and Chris explain how separating money in a 401(k) works. They also answer a Social Security email question from a listener: Can a spouse claim...Listen Now
October 18, 2014
Social Security claiming strategies? Wait… there’s more than one way to claim Social Security benefits? Listen in as Jim discusses a couple of the possibilities, like file and suspend and maximizing spousal benefits. And if you’d like more information on Social Secuirty, please be sure to visit Jim’s and Chris’s blog, www.helpwithmysocialsecurity.com. Podcast: Play...Listen Now
October 11, 2014
Do you know what is going to happen to your assets after you pass away? What are those beneficiary designation forms you have to fill out with life insurance policies or retirement accounts, and how important is it to keep them updated? Jim and Chris discuss how beneficary forms work and why you should periodically review them. Podcast: Play in new window | Download (Duration: 1:43:03 —...Listen Now