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 These recorded broadcasts may contain outdated or obsolete information.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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Required Minimum Distributions
October 17, 2015
When you turn 70 1/2, you need to take required minimum distributions (RMDs) from your retirement accounts, but different retirement accounts have different rules. Jim, Chris and Peter review the RMD rules for IRAs versus employer plans like 401(k), 457, 403(b), etc. They also give a warning about possible 403(b) RMD issues involving TIAA-Cref accounts. In addition, Peter addresses an email...
Listen NowElder Law, Estate and Retirement Planning Q&A
October 10, 2015
Jim, Chris and Peter are joined again by Jan Lord, an attorney focusing on elder law, to answer listeners’ questions regarding elder law, estate planning and retirement planning. This week, listeners ask questions including: “What does it cost to set up basic estate planning documents like a will and Powers of Attorney?”, and “How do Social Security survivor benefits...
Listen NowElder Law
October 3, 2015
Jim, Chris and Peter have a special guest for this show; Jan Lord, Esq., an attorney who specializes in elder law. Topics discussed include: how to cover rehabilitation expenses after you’ve exhausted Medicare benefits, Medicaid long term care vs. health care coverage, Medicaid income and asset limits, and Medicaid risks for 401(k)s, IRAs and other types of retirement account assets....
Listen NowSocial Security Trivia
September 26, 2015
Are you a Social Security know-it-all or could you use a little work? Chris and Peter (Jim is out of town) ask listeners a number of basic Social Security questions that were originally generated by MassMutual to see how well people really understand this topic. Chris and Peter also answer listeners’ questions regarding the differences between 401(k)s and Roth 401(k)s, and whether or not...
Listen NowA Reduction In Social Security Benefits?
September 19, 2015
Believe it or not, if you were born in 1947 you missed out on a Social Security Cost of Living Adjustment (COLA) that could have increased your Social Security benefit by over 5%. Jim, Chris and Peter discuss how this COLA glitch works. They also talk about the lax regulations controlling who can be a financial advisor or planner, bring up an email from a listener in Belarus and give a reminder...
Listen NowCommon Law Marriage and Your 401(k)
September 12, 2015
Some states (like CO) have very loose rules when it comes to common law marriage. Under the Employee Retirement Income Security Act (ERISA), your spouse must be named the beneficiary of some retirement plans like 401(k)s, so what do you do when a non-spouse could be considered a spouse under common law? Jim, Chris and Peter discuss this topic and also answer some very good questions from...
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