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 These recorded broadcasts may contain outdated or obsolete information.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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Deadlines for Roth Conversions
December 17, 2016
The deadline for a Roth Conversion is quickly approaching. So quickly in fact that you may not have time to get all the paperwork done. Jim and Chris discuss the deadline, 60 Day Rollovers and the Step Doctrine to help you through this process if you still want to convert before the end of the year. They also answer emails from listeners: Why does an account with higher fees outperform an...
Listen NowNew IRA Proposals
December 10, 2016
Jim, Chris and Peter Scott discuss the changes to IRAs that were proposed in the 2017 Congressional Budget including: abolishing Stretch IRAs, requiring RMDs from Roth IRAs, eliminating the Back-Door Roth, establishing maximum IRA funding limits, abolishing the Net Unrealized Appreciation rules and eliminating RMDs for IRAs with less than $100 thousand....
Listen NowMixed Bag of Topics for the Year End
December 3, 2016
Today’s show covers a mixed bag of topics. Your hosts Jim and Chris start the show with an answer to a listeners email about making a 401(k) withdrawal. Then the boys will provide an explanation on why bonds decline when interest rates increase. Lastly, Jim and Chris provide a year end checklist of financial planning topics....
Listen NowSpousal Benefit and Estate Planning Questions
November 26, 2016
Chris and special guest Estate Planning Attorney Peter Scott answer email questions from listeners. First up, Chris discusses social security strategies regarding “Spousal Benefits” and the rule changes that have occurred over the last year. Peter follows up with a detailed answer to a question involving land-lease agreements in an estate plan. Peter discusses various terms that...
Listen NowTax Implications of Special Needs Trusts
November 19, 2016
Jim & Chris discuss the difference between Accumulation Trusts and Conduit Trusts as well as the various considerations when putting together a Special Needs Trust with a focus on the tax implications. Also, Jim & Chris answer emails from listeners regarding Social Security privatization, and provide clarifications on the timing of doing Roth Conversions and Re-characterizations....
Listen NowCornucopia of Retirement Topics
November 12, 2016
Jim and Chris answer emails from listeners on different retirement topics. What triggers the Windfall Elimination Provision (WEP) or the Government Pension Offset (GPO) if you have a non-covered pension? How does the WEP or GPO work when you can also collect Social Security? What should you look for in a financial advisor? And… what is the best way to spend from your retirement portfolios?...
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