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 These recorded broadcasts may contain outdated or obsolete information.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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Reliability of Online Retirement Calculators
March 26, 2016
Have you seen those online retirement calculators? You’ll want to listen to this show before you try one out for yourself. Jim and Chris discuss the results of a Texas Tech/Utah Vally University study regarding just how accurate those calculators are. Also, how good are we with making financial decisions as we get older? During the second half of the show Jim and Chris talk about a joint...
Listen NowUnified Transfer to Minors Act
March 19, 2016
Do you know what an UTMA account is? Jim, Chris and Peter discuss Unified Transfer to Minors Act accounts including: what is an UTMA? What are the rules regarding these accounts? How can you best use an UTMA account and what are their limitations? They also talk about when you’ll receive a 1099 for tax purposes when you transfer money in and out of retirement accounts....
Listen NowTaxes and Roth Recharacterizations
March 12, 2016
Jim and Chris discuss what you can do to minimize the impact on your taxes if you converted an IRA to a Roth IRA and then the Roth dropped in value. They also discuss some potentially no-so-great financial advice that Chris heard on another radio show involving paying down debt and Thrift Savings Plan accounts. And… Jim and Chris answer a question from a caller regrading how much money you...
Listen NowPension Lump-Sum Benefit
March 5, 2016
Jim and Chris answer listeners’ email questions during this show including: if your pension has a lump-sum payment option, how can you calculate what that payment would be? Regarding Social Security, if an individual filed and suspended their benefit already, will the new Social Security rules impact him or her? If you have multiple IRAs, what are important things to consider if you want...
Listen NowIntricacies of Social Security
February 27, 2016
Social Security can be a complicated and overwhelming mess if you don’t understand all it’s ins and outs. For this show, Jim and Chris answer listeners’ questions on multiple SS topics including: filing restricted applications, spousal benefits and delayed retirement credits, the earnings test and adjustment at full retirement age, and filing and suspending benefits....
Listen NowSpecial Needs Trusts
February 20, 2016
What are special needs trusts? Why would someone need one? What are the best practices for establishing one? Special guest Jan Lord, an estate planning attorney specializing in elder law, joins Jim, Chris and Peter to discuss special needs trusts and estate planning considerations when a special needs child is involved....
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