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 These recorded broadcasts may contain outdated or obsolete information.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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Special 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....
Listen NowThe Top 7 Things That Surprised Retirement Experts When They Retired
February 13, 2016
Retirement can be downright complex, and even those who think they are ready for it can be surprised when they get into the thick of things. Jim, Chris and Justin discuss a Forbes article from June, 2015 that looks at the top 7 things that surprised retirement experts when they retired including Medicare, travel costs and actually spending (instead of saving) your money....
Listen NowQuestions Regarding the New Social Security Rules
February 6, 2016
Since the Budget Bill that was passed in November 2015 changed some Social Security claiming strategies, listeners have some questions: What exactly are the new changes to Social Security? If you were counting on the File and Suspend strategy but can’t use it now, are there any alternatives? And… Jim and Chris explain what Social Security “deemed filing” is....
Listen NowSpendthrift Children and Their Inheritance
January 30, 2016
You want to leave an inheritance to your children, but one of your kids is responsible with their money and one is not. Peter answers a question from a listener regarding how to structure an inheritance to be fair to multiple children but protect the spendthrift from themselves. Jim, Chris and Peter also discuss what Trust Decanting is and why it may benefit you and they look at the recent...
Listen NowNaming a Child As a Co-Owner of a Bank or Investment Account
January 23, 2016
You would think that naming a child as a co-owner of a bank or investment account would be a good idea, right? That way, if something happens to you they can more easily help you pay your bills. Jim, Chris and Peter discuss why naming your children on these accounts may be more if a headache than a help. They also answer a couple of listeners’ questions. How can you correct a Social...
Listen NowSocial Security: Withdrawing Your Application vs. Suspending Your Benefit
January 16, 2016
What is the difference between withdrawing your Social Security application and suspending your benefit? Jim, Chris and Peter answer this email question from a listener. They also discuss why the Social Security Administration gives you options for your claiming date if you file for your benefit after your full retirement age. Among other topics, they clarify the tax basis on a Roth conversion,...
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