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 These recorded broadcasts may contain outdated or obsolete information.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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Bonds and Your Retirement Portfolio
October 28, 2017
Jim and Chris receive their first live caller on the new podcast. ‘Georgette’ from Iowa asks, “How much of your retirement portfolio should be in bonds?” And another listener emailed a Social Security question: How do Social Security survivor benefits work if you want to remarry?...
Listen NowFinancial Industry Insights
October 21, 2017
A listener from KY who wants to be a financial planner sent in a question that prompted a discussion by Jim and Chris regarding the inner workings of the financial industry. Also, a listener asks for clarification regarding the IRS’s rules on Inherited IRAs and Trusts....
Listen NowAffording Health Insurance if You Retire Early
October 14, 2017
Jim and Chris answer a question from a listener in Iowa: If you want to retire early but need to withdraw funds from retirement accounts to pay for health insurance, what’s the best way to do that? They also follow up on an email from a listener in TN who offered his opinion on retiring early....
Listen NowPension or Lump-sum?
October 7, 2017
Jim and Chris answer a question from a listener in Maine regarding whether or not a pension or a lump-sum payment would be a better idea. They also discuss a question from a New Hampshire listener regarding return of capital from a Utility Fund. Chris addresses a question from a listener in Shangai, China regarding the Social Security Delayed Retirement Credit....
Listen NowRoth Contributions to a TSP
September 30, 2017
Jim and Chris answer listeners’ email questions. A listener from New Mexico asked about Roth contributions to a Thrift Savings Plan (TSP) and a listener from Maryland wanted to know if a trust or a deferred income annuity would be better for a sibling who has difficulty managing money. Plus Barry James, of James Investment Research joins Jim and Chris to give an overview of the stock and...
Listen NowTiming Social Security Spousal Benefits
September 23, 2017
A listener from Pennsylvania emailed Jim and Chris with a question on the timing of claiming Social Security spousal benefits. A listener from Long Island, NY emailed a question regarding 401(k) investment allocations. And… during the last part of the show, Jim and Chris explain the Required Minimum Distribution rules of inherited IRA accounts....
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