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 These recorded broadcasts may contain outdated or obsolete information.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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Social Security Grace Year
May 5, 2018
Jim and Chris answer a question from a listener in Kentucky regarding how the SS grace year works. They also discuss how your earnings before signing up for Medicare will impact your Medicare premiums. Jim then gives a partial recap of what he learned at the Retirement Income Summit in Chicago....
Listen NowMore Social Security Stuff
April 28, 2018
Jim and Chris answer a few questions on a variety of Social Security topics. Does the non-taxable portion of your Social Security benefit figure in to how your MAGI (Modified Adjusted Gross Income) is calculated for the purpose of determining your Medicare part B premium? What are some of the particulars regarding the Spousal Child in Care benefit? And a frustrated younger listener asks for some...
Listen NowRMDs 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...
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