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 These recorded broadcasts may contain outdated or obsolete information.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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5 Things That Can Drain Your Retirement Savings
August 12, 2017
Outliving your assets is a common concern among retirees. Jim and Chris discuss the top five things that can cause your retirement accounts to run out. Plus, Jim and Chris also host special guest, Barry James, CFA and CEO of James Investment Research. Barry joins the show to give a market commentary including the lack of market breadth in the stock market and the flattening yield curve in the...
Listen NowT Shares and Clean Shares
August 5, 2017
T shares and Clean shares are new classes of mutual fund shares that are being rolled out in response to the Department of Labor’s Fiduciary Rule. Jim and Chris discuss these new types of shares and why they are being rolled out now. They also answer a listener’s question involving when you can take distributions from your IRAs without having to pay the 10% penalty and they look at...
Listen NowReducing Required Minimum Distributions
July 29, 2017
After receiving some interesting advice from financial advisors, a listener asks if there really is a way to reduce your required minimum distributions (RMDs). Jim and Chris discuss this topic and also answer a question from a second listener involving Social Security Spousal Benefits. If an individual collects Social Security early, can she later file to collect a spousal benefit?...
Listen NowTax and Planning Issues for Unmarried Couples
July 22, 2017
The first thing to figure out is whether you’re married or not, since common law marriage rules differ from state to state. From there, things can become even more confusing. Chris and Justin Fundalinski discuss some of the matters that need to be considered if you’re in a relationship that hasn’t been formalized by a legal marriage....
Listen NowMarket Downside Protection
July 15, 2017
How can you protect your assets from market downside risk? A listener sent Jim and Chris a complex question involving just this topic. The listener is 60, single and has no children. He’s interested in working until age 70 and wants to protect his assets from a market downturn. The listener has some ideas on how to accomplish this, but his plan has a few misconceptions regarding 401(k)s,...
Listen NowWelcome Back Chris!
July 8, 2017
We begin the show with Chris describing his recent travel experience to Vietnam. He talks about the Vietnamese retirement system which consists of little more than relying on friends and family, as he will explain. Then Jim and Chris talk about two recent court cases regarding mistakes that people made with their IRA’s. Justin Fundalinski joins Jim and Chris to talk about an unique...
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