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 These recorded broadcasts may contain outdated or obsolete information.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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RMDs and SEP IRAs
April 21, 2018
Jim, Chris and Justin discuss the intricacies of contributing to and taking RMDs from employer provided 401(k)s and SEP IRAs if you are older than 70 1/2 and still working. Jim and Chris then answer listeners questions regarding Social Security: SS fraud, the File and Suspend strategy and Social Security spousal benefits vs survivor benefits....
Listen NowFollow-up on Previous Tax and IRA Questions
April 14, 2018
Jim and Chris follow up on some previous topics. The listener with last week’s tax question came back for some clarification regarding taxes and IRAs. Another listener wanted to revisit the topic of Roth conversions and suggested an alternate Roth conversion strategy. Jim and Chris also answered a couple of Social Security questions: What can you do if you get incorrect information from...
Listen NowEstate Planning Topics
April 7, 2018
Estate Planning Attorney Darci Gerdes joins Jim and Chris to answer a multi-part estate planning question from a listener in AZ. The topics covered include wills, Powers of Attorney, revocable living trusts, probate and how to find a good estate planning attorney. Justin Fundalinski also joins Jim and Chris for the second half of the podacast to discuss tax planning strategies....
Listen NowDivorced Spouse Benefits
March 31, 2018
Jim and Chris answer a question from a listener from New Hampshire regarding Social Security divorced spouse benefits. They also discuss other questions from listeners: If you participate in the Federal Employees Retirement System (FERS) would you be better off putting money in a traditional TSP (Thrift Savings Plan) or a Roth TSP? How do delayed retirement credits work if you are already...
Listen NowQuestion on Annuities
March 24, 2018
Jim and Chris answered a question from a caller in VA who wanted to know if switching annuities was a good idea. They also answered an email from a financial advisor in NV who wanted to know how to learn more about Social Security. A listener in MS sent in another question regarding Social Security. (Thanks to those listeners, Chris also got to add two more stars to the map!) And… how...
Listen NowFlexible Premium Deferred Annuities
March 17, 2018
Jim and Chris answer a couple of Social Security email questions. What do you do when you need to escalate a Social Security issue? How do you maximize your Social Security benefit if you own your own business? The also discuss things to consider before putting your money into a Flexible Premium Deferred Annuity. ...
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