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 These recorded broadcasts may contain outdated or obsolete information.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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Turkey Trivia
November 21, 2015
What do estate planning and retirement have to do with Thanksgiving? Find out as Jim, Chris and Peter play Turky Trivia and ask listeners Thanksgiving related trivia questions. They then try to relate the answers to retirement and estate planning. They also answer a couple of questions from listeners regarding converting a 401(k) to a Roth IRA and dealing with a living trust after the...
Listen NowThings to Know About Powers of Attorney
November 14, 2015
Powers of Attorney can be tricky documents if you don’t get the wording just right. Jim, Chris and Peter discuss how best to set up a Power of Attorney in regards to issues like gifting, real estate and beneficiary designation changes. They also talk about the recent changes to Social Security and the file-and-suspend claiming strategy....
Listen NowDisappearing Social Security Claiming Strategies
November 7, 2015
Buried inside the Budget Bill that was passed by both the House and Senate, and signed into law by the President on Monday November 2nd, were provisions that change the rules regarding claiming your Social Security benefits. Jim and Chris discuss some of the Social Security claiming strategies that will be disappearing with the new Budget Bill. They also discuss how Social Security benefits are...
Listen NowSpooky Social Security Stories
October 31, 2015
Just in time for Halloween – spooky Social Security stories! The Budget Bill that was passed by Congres and anticipated to be signed into law by the President on November 2, 2015 has spooky implications for some Social Security claiming strategies. Jim, Chris and Peter discuss these impliactions and how they could affect you....
Listen NowFixed Annuities vs Bank CDs
October 24, 2015
Have you ever wondered what the differences are between fixed annuities and bank CDs? Well, then this show is for you. Jim, Chris and Peter discuss how flexible these two are, how they are taxed, what the penalties are for cashing a policy or a CD early, how suitable each of these are for certain situations, and how each of these transfer to heirs at the death of the owner....
Listen NowRequired Minimum Distributions
October 17, 2015
When you turn 70 1/2, you need to take required minimum distributions (RMDs) from your retirement accounts, but different retirement accounts have different rules. Jim, Chris and Peter review the RMD rules for IRAs versus employer plans like 401(k), 457, 403(b), etc. They also give a warning about possible 403(b) RMD issues involving TIAA-Cref accounts. In addition, Peter addresses an email...
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