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 These recorded broadcasts may contain outdated or obsolete information.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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Social Security, IRMAA, Roth Conversions, Roth Contributions, TEFRA: Q&A #2633
August 15, 2026
Jim and Chris discuss listener emails on the Social Security Fairness Act, an IRMAA question involving deferred compensation, Roth conversions before and after key age milestones, Roth contributions for high-income catch-up savers, and how TEFRA affects an inherited annuity. (9:45) — A listener disagrees with the show’s characterization of the Social Security Fairness Act as unfair,...
Listen NowInvestment Positioning Part 2: EDU #2632
August 12, 2026
Chris’s Summary Jim and I are joined by Jacob Vonloh as we continue our discussion on investment positioning, wrapping up asset placement for emergency, aging, and long-term care reserves and the fun spending that flows from your Fun Number™, across the Go-Go and Slow-Go/No-Go phases. Jacob also outlines the guaranteed inheritance set-aside and closes with the growth and legacy...
Listen NowSpousal Benefits, HSA Tax Strategies PSA, Inherited IRAs: Q&A #2632
August 8, 2026
Jim and Chris discuss listener emails on Social Security spousal benefits, a listener PSA on HSA tax strategies and treasuries, and inherited IRA RMD rules for minor beneficiaries. (9:00) A listener asks about qualifying for spousal benefits after a lengthy separation, since both spouses are now retired but remain legally married. (28:15) The guys share a listener PSA on tax strategies involving...
Listen NowInvestment Positioning Explained: EDU #2631
August 5, 2026
If you’d like to skip past Jim, Chris, and Jacob’s opening chat about Jacob relocating to Iowa, Jim’s hiking plans, weather, office dog Apollo, and generational pop culture gaps, skip ahead to (10:00). Chris’s Summary Jim and I continue our discussion on the Fun Number™, joined this time by Jacob as we turn to investment positioning of those pieces. Jacob walks...
Listen NowSocial Security, Estate Planning, Annuity Safety: Q&A #2631
August 1, 2026
Jim and Chris discuss listener emails on Social Security survivor benefits after the GPO repeal, estate planning for minor children, and annuity safety. (10:00) A listener asks whether the repeal of GPO permits the survivor in a mixed Social Security and non-covered pension couple to keep both Social Security benefits rather than only the higher benefit, and where this rule appears in the POMS....
Listen NowCovering Retirement Income Gaps: EDU #2630
July 29, 2026
Chris’s Summary Jim and I continue our discussion on the Fun Number™, this time tackling what comes out first and how we plan for covering retirement income gaps. We look at funding both the delay period and post-delay period, including how a SPIA quote helps determine how much to set aside today to close a future gap. We also address aging and long-term care, and the smaller, less...
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