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 These recorded broadcasts may contain outdated or obsolete information.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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Heart Screening, Healthy Aging in Retirement: Q&A #2637
September 12, 2026
Jim and Chris are again joined by Dr. Phillip Snider. They discuss listener emails on coronary artery calcium scoring, followed by a broader conversation on healthy aging. Dr. Snider revisits the five tests he recommended in a previous episode, explains what the calcium score ranges mean, and covers how to get the tests done. He then turns to the dietary patterns linked to a longer, healthier...
Listen NowReview of a DIY Retirement Plan: EDU #2636
September 9, 2026
Chris’s Summary Jim and I continue our Fun Number™ series with a listener email laying out a DIY retirement plan built account by account, each with an assigned purpose. We cover where her approach lines up with positioning dollars by spending need, where tax planning could change what comes from which account, and how declining ability to manage money shaped her decisions....
Listen NowIRMAA Brackets, Social Security, Annuity Inflation, QCDs, Listener PSAs: Q&A #2636
September 5, 2026
Jim and Chris discuss listener emails on IRMAA brackets after a spouse’s death, Social Security claiming and spousal benefits, annuities and inflation for a Minimum Dignity Floor™ shortfall, and a Qualified Charitable Distributio (QCD) funding a charitable gift annuity, followed by listener PSAs on expense tracking, home sale timing, and annuity flexibility. (10:00) A listener asks...
Listen NowInvestment Positioning Questions: EDU #2635
September 2, 2026
Chris’s Summary Jim and I are joined by Jacob as we tackle four listener questions on Investment Positioning ™, covering Quicken tools for tracking positions, funding a delay period Minimum Dignity Floor™ with a stable value fund, evaluating a too-good-to-be-true real estate return, and weighing a target date fund for long-term care reserves. Jim’s “Pithy”...
Listen NowSocial Security, Social Security, Home Purchase, Fun Spending: Q&A #2635
August 29, 2026
Jim and Chris discuss listener emails on Social Security survivor benefits and earnings records, financing a home purchase, and using a fixed indexed annuity (FIA) for discretionary spending. (11:15) A listener asks why a Social Security estimate lists a $3,944 survivor benefit rather than the projected $5,101 age-70 benefit and which amount would actually be paid. (21:45) The guys consider...
Listen NowSpending Retirement Savings: EDU #2634
August 26, 2026
Chris’s Summary Jim and I continue our discussion on the Fun Number™, this time as a dialogue episode built around one listener’s hesitation around spending retirement savings and how growth and legacy positioning and establishing his SEAL Reserve™ helped him work through it. We revisit the seesaw framework for undeployed assets, clarify how the SEAL Reserve™...
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