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 These recorded broadcasts may contain outdated or obsolete information.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!
A Potpourri of Beneficiary Disputes and Tax Laws: EDU #2628
July 15, 2026
Chris’s Summary Jim and I dig into two beneficiary disputes as part of what we’re calling a “potpourri” EDU show: the 1930s Goodman Triangle life insurance gift tax dispute and a recent Montana Supreme Court ruling on an uncashed cashier’s check. We also discuss a bipartisan proposal to raise the home sale capital gains exclusion and a separate proposal to index...
Listen NowHealthspan and Retirement Planning for Longevity with Dr. Snider: Q&A #2628
July 11, 2026
Jim and Chris welcome back returning guest Dr. Phillip Snider for a Q&A episode that plays a little differently than usual. Listener emails open a broader discussion of healthspan and lifespan, (including how wealth, genetics, and lifestyle factors shape longevity), retirement planning for longevity, and Dr. Snider’s recommendation for additional tests to help assess your health risks....
Listen NowFunding Essential Expenses in Retirement: EDU #2627
July 8, 2026
Chris’s Summary Jim and I review a reader-submitted article on funding essential expenses in retirement, examining how one engineer split his portfolio into what we would call the Minimum Dignity Floor™ and Fun Number™, using Social Security and a TIPS ladder. We compare that approach to our own income-based framework, discuss mortality credits from income annuities, and...
Listen NowSocial Security, 403b Variable Annuities, Converting Inherited IRAs: Q&A #2627
July 4, 2026
Jim and Chris discuss listener emails on Social Security spousal benefit calculations, variable annuities in a 403(b), converting Inherited IRAs, and the Social Security child-in-care provision’s effect on spousal benefits. (10:00) — A listener asks Chris to explain why his additional high-earning years increased his own benefit so little, due to Social Security’s bend point formula,...
Listen NowWhat to Know About Jointly Owned Annuities: EDU #2626
July 1, 2026
Chris’s Summary Jim and I continue our discussion on annuity insurer failures and state guarantee fund protections before turning to jointly owned annuities, examining how they differ from other jointly titled assets. We cover credited versus uncredited interest, mortality table calculations for annuitized contracts, and how a jointly owned annuity’s death benefit passes to named...
Listen NowSocial Security, SPIA, SPIA Timing, QLAC: Q&A #2626
June 27, 2026
Jim and Chris discuss listener emails on Social Security benefits for a disabled adult child, SPIA timing and funding, longevity assumptions, and QLAC planning. (15:15) A listener asks why Social Security appears to be paying a disabled adult child benefit and child-in-care spousal benefit as a combined 50% of the worker’s PIA rather than 50% each, and how they might address the issue. (32:45)...
Listen Now
