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 These recorded broadcasts may contain outdated or obsolete information.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 Show
January 6, 2018
For this show, Jim and Chris answer a number of listener questions on Social Security. A Wisconsin listener asked if his SS benefit will be impacted if he works for lower wages after age 62 than what he made before age 62. Two Florida listeners sent emails. One wondered if there was any way a 90 year old who never claimed his Social Security benefits could receive all those missed years. The...
Listen NowRevocable Living Trusts and Taxes
December 23, 2017
Jim and Chris answer a listener’s question regarding revocable living trusts and taxes. They also discuss Roth IRAs and the Foreign Earned Income Exclusion in response to a question from an ex-pat in Singapore. Peter Scott joins Jim and Chris for the back half of the show to talk about important estate planning documents people need....
Listen NowHSA as a Retirement Account
December 16, 2017
Jim and Chris answer a question from a caller in TX who wanted to know about the advantages of opening a Health Savings Account (HSA) and not using the money now. They also answer questions from other financial planners. One asked about how to structure a Registered Investment Advisor (RIA) firm. The other asked about succession planning as it relates to retirement planning. Jim and Chris also...
Listen NowMonthly Pension or Lump-sum Payment?
December 9, 2017
Jim, Chris and Justin answer an email from a listener in Maine on whether the listener’s wife should take the monthly payment option or a lump sum payout from her pension plan. Another listener (state unknown) wondered why his IRA account was now identified by his brokerage firm as a “grandfathered” account. Jim and Chris also include a rebroadcast of the December 9th Colorado Retirement...
Listen NowInherited IRAs and RMDs
December 2, 2017
Jim and Chris answer questions from listeners. If there are two beneficiaries for an inherited IRA, do both beneficiaries have to take the required minimum distribution, or can just one beneficiary take it? Also, why would you want to do a Roth Conversion when the market is high? And, if you convert an IRA, is there a waiting period before you can recharacterize the conversion? Plus, Jim and...
Listen NowACA Health Insurance Subsidies and Retirement Income
November 18, 2017
Chris and Justin Fundalinski answer an email question from a listener regarding using a HELOC to supplement retirement income in order to keep an ACA health insurance subsidy. They also look into the proposed elimination of Roth IRA recharacterizations in the House Tax Bill. Plus, they consider what happens if you default on a 401(k) loan....
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