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 These recorded broadcasts may contain outdated or obsolete information.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, 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™...
Listen NowSocial Security, Early Withdrawals, SPIAs, QLACs, Retirement Strategy: Q&A #2634
August 22, 2026
Jim and Chris discuss listener emails on spousal Social Security timing, a listener PSA on the super catch-up contribution rule, early withdrawals from a Roth 457(b) plan, Minimum Dignity Floor™ coverage using SPIAs, QLACs as a hedge against potential Social Security cuts, and a couple’s retirement strategy. (10:00) — A listener asks whether a wife nearing full retirement age can...
Listen NowExtending Your Go-Go Years: EDU #2633
August 19, 2026
Chris’s Summary Jim and I are joined again by Dr. Philip Snyder as we continue looking at narrowing the gap between healthspan and lifespan and extending your go-go years. We discuss a listener-submitted article on health-adjusted life expectancy, which argues for concentrating retirement spending in the first decade of retirement rather than following a static, Monte Carlo-based safe...
Listen NowSocial 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...
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