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 These recorded broadcasts may contain outdated or obsolete information.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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The Earnings Test “Special Rule,” and SECURE Act Questions: Q&A #2008
February 22, 2020
Today two listeners have questions regarding the earnings test/special rule, and then Jim and Chris answer questions about how the SECURE Act affects certain IRAs. (5:40) A Washington listener asks how to calculate the “special rule,” that once in a lifetime rule, regarding earnings before retirement. (7:17) A Virginian asks a question similar to above in regards to the earnings...
Listen NowJim & Chris’s Retirement Planning Approach and Process Part 5: EDU #2007
February 19, 2020
We are wrapping up our 5-Part series in which Jim and Chris describe their retirement planning approach and process. In Parts 1 and 2 they discussed the philosophy of their approach. In Parts 3 and 4 they explained further how they begin their planning process, using a fictitious couple as an example. In this episode, Jim and Chris describe how the last few stages are put together to finish...
Listen NowLive Caller: Reducing IRMAA, Bonds or Income Annuities, and Some Comments: Q&A #2007
February 15, 2020
A live caller and an email comment from a financial planner are featured on today’s podcast. Jim and Chris talk through a listener’s concerns about establishing less-volatile accounts while still keeping low income for tax strategies. (3:12) Live caller George would like to discuss how to reduce IRMAA early in retirement (35:45) George continues by asking how to establish secure...
Listen NowJim & Chris’s Retirement Planning Approach and Process Part 4: EDU #2006
February 12, 2020
This is Part 4 of the show series in which Jim and Chris continue to describe their retirement planning approach and process. In Parts 1 and 2 they discussed mostly the why and philosophy of their approach. In Part 3 they explained further how they begin their planning process, using a fictitious couple as an example. In this episode, Jim and Chris continue using this fictitious couple to...
Listen NowQCDs, Social Security Benefits, Trust Tax Rates, and More: Q&A #2006
February 8, 2020
Jim would like to answer a record-breaking 8 questions today (Chris estimates that 3 is more realistic), but nonetheless they answer topics about QCDs, Social Security benefits, trust tax rates, and more! (In the end, Jim and Chris answered 7 listener questions–not too shabby!) (6:10) A Californian would like clarity about taking out a QCD from an IRA. (8:45) A listener would like to know...
Listen NowJim & Chris’s Retirement Planning Approach and Process Part 3: EDU #2005
February 5, 2020
This is Part 3 of the show series in which Jim and Chris continue to describe their retirement planning approach and process. In Parts 1 and 2 they discussed mostly the why and philosophy of their approach–in this episode, Jim and Chris will focus more on the how they do what they do, sharing it in a way that you can try at home....
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