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 These recorded broadcasts may contain outdated or obsolete information.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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Jim & Chris’s Retirement Planning Approach and Process Part 2: EDU #2004
January 29, 2020
This is Part 2 of the show series in which Jim and Chris continue to describe their retirement planning approach and process. In this episode they recap some of the topics mentioned in Part 1 (the why and philosophy of their approach), and then they start to delve into the how they do what they do....
Listen NowTax-Planning Windows, Bucketing, and Variable Annuities: Q&A #2004
January 25, 2020
With just three questions today, Jim and Chris discuss tax-planning windows, bucketing, and variable annuities. (6:06) Georgette from Georgia asks how she can place herself in the best position for the tax-planning window. (23:40) A Californian would like to know how Jim’s implementation of bucketing is different from plain asset allocation. (44:00) Another financial planner reaches out to...
Listen NowJim & Chris’s Retirement Planning Approach and Process Part 1: EDU #2003
January 22, 2020
This is the first of several shows describing Jim & Chris’s retirement planning approach and process. On this episode they talk about their backgrounds and how they got into retirement planning, as well as the key events in their lives that lead them to the philosophy behind their approach....
Listen NowSocial Security Benefits, SECURE Act, Backdoor Roth Conversions, and More: Q&A #2003
January 18, 2020
Jim and Chris answer 7 questions today in this episode, with topics ranging from social security benefits to the SECURE Act, to backdoor Roth conversions and more! (2:40) LIVE CALLER! A gentleman from West Virginia asks a question about child Social Security benefits. (14:00) LIVE CALLER! A gentleman calls in from New Jersey to talk about the SECURE Act and a private pension. (33:20) A listener...
Listen NowAlternatives to the Stretch IRA: EDU #2002
January 15, 2020
Today Jim and Chris discuss the “work-arounds,” or alternatives to the Stretch IRA. In past shows they’ve talked about the death of the Stretch IRA, and in particular with this episode they’ll dive into the new beneficiary category: the eligible designated beneficiary....
Listen NowThe 10-Year Mark, QCDs, Excess RMDs, 60-Day Rollovers, and Tax Deferred Accounts: Q&A #2002
January 11, 2020
Our “Roaring 20’s” are in full swing now and Jim & Chris take on 5 new Q&A topics about the 10-year mark, QCDs, excess RMDs, and more! (5:15) A Californian asks about divorcing at the 10-year mark if you’ve only lived as married for 2 years. (10:00) Another listener wants to confirm if QCDs would still apply to a person who reached 70 ½ but who was not taking RMDs...
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