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 These recorded broadcasts may contain outdated or obsolete information.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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Biggest Mistakes With Inherited IRAs
August 26, 2017
The rules for inherited IRAs make the rules for normal IRAs look easy. Jim and Chris discuss some of the biggest mistakes people make with inherited IRAs. They also answer a question from a listener regarding a 401(k) rollover. The listener thought the 401(k) was closed, and then was issued a check from the custodian. The listener wanted to know what to do to avoid fees and penalites....
Listen NowRisk Levels of Retirement Portfolios
August 19, 2017
Sometimes it’s not so much so much about what type of portfolio is best, but what kind of risk you are willing to take. Jim and Chris answer a question from a listener regarding all-weather portfolios and the things to consider when determining risk capacity. During the second half of the show, Chris and Justin answer another listener who had a broad range of Long Term Care questions....
Listen Now5 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....
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