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 These recorded broadcasts may contain outdated or obsolete information.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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Elder 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...
Listen NowPassing On “Tricky Assets” to Your Heirs
September 5, 2015
Jim recently read an interesteing article involving how to pass on “tricky assets” to your heirs. What do you do with things like pets, airline miles or vacation homes? Jim, Chris and Peter discuss how best to deal with these assets. Also during this show, Jim, Chris and Peter discuss HIPAA waivers and medical powers of attorney for college-age children and a Tax Court case...
Listen NowComplexity of Retirement Planning
August 29, 2015
Over the course of a week, Jim, Chris and Justin all found errors in nationally produced materials that are used to help with retirement planning. Justin found a mistake in Social Security-related software regarding non-covered earnings. Chris noticed an error in a Social Security publication about the Windfall Elimination Provision, and Jim found the software from a prominent Retirement...
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