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 These recorded broadcasts may contain outdated or obsolete information.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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HSA as a Retirement Account
December 16, 2017
Jim and Chris answer a question from a caller in TX who wanted to know about the advantages of opening a Health Savings Account (HSA) and not using the money now. They also answer questions from other financial planners. One asked about how to structure a Registered Investment Advisor (RIA) firm. The other asked about succession planning as it relates to retirement planning. Jim and Chris also...
Listen NowMonthly Pension or Lump-sum Payment?
December 9, 2017
Jim, Chris and Justin answer an email from a listener in Maine on whether the listener’s wife should take the monthly payment option or a lump sum payout from her pension plan. Another listener (state unknown) wondered why his IRA account was now identified by his brokerage firm as a “grandfathered” account. Jim and Chris also include a rebroadcast of the December 9th Colorado Retirement...
Listen NowInherited IRAs and RMDs
December 2, 2017
Jim and Chris answer questions from listeners. If there are two beneficiaries for an inherited IRA, do both beneficiaries have to take the required minimum distribution, or can just one beneficiary take it? Also, why would you want to do a Roth Conversion when the market is high? And, if you convert an IRA, is there a waiting period before you can recharacterize the conversion? Plus, Jim and...
Listen NowACA Health Insurance Subsidies and Retirement Income
November 18, 2017
Chris and Justin Fundalinski answer an email question from a listener regarding using a HELOC to supplement retirement income in order to keep an ACA health insurance subsidy. They also look into the proposed elimination of Roth IRA recharacterizations in the House Tax Bill. Plus, they consider what happens if you default on a 401(k) loan....
Listen NowEstate Planning Questions
November 11, 2017
Peter Scott joins Jim and Chris to answer questions from listeners regarding estate planning matters. A listener from CT wants to know if real estate in a Revocable Living Trust will receive a step up in cost basis at the death of a grantor A listener in VA asks how to find a good estate planning attorney. Jim and Chris answer a question from a listener from NC regarding funding a Special Needs...
Listen NowNet Unrealized Appreciation
November 4, 2017
Jim and Chris spent some time delving deeply into the topic of Net Unrealized Appreciation as they answered a question from a listener in Connecticut. If you are curious about NUA and how it works, this is the show for you. Also included at the end of the show is a rebroadcast of an interview with Barry James of James Investment research sharing his monthly opinion of the markets and...
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