Lifetime Income Series

Yolanda York

Oct 27th – This week Jim and John address one of the greatest fears for those in or nearing retirement; outliving one’s assets, or “dying broke”. This is a much more complex subject today, given the current era of financial repression and 0% interest rates, as well as an extremely deep recession and two bear markets within a decade.

Veronica Dagher

Oct 20 – This week Jim and John focus on ways to take advantage of existing tax laws and use them efficiently to help build your retirement nest egg. Jim discusses ways to save on taxes while working to have more to invest for your retirement. Other topics include deferred compensation plans, IRA’s and other ways to defer taxable income.

Georgia Sadler PhD

Oct 13 – The subject of tax inversions has been a hot topic lately, as large corporations are merging and moving their domiciles to lower-tax countries. Retirees have been playing the tax inversion game for decades. In this week’s program Jim and John will discuss how moving to a lower tax and lower cost-of-living state can dramatically impact your retirement lifestyle.

Greg Sperber

Oct 6 – This week on Lifetime Income, Jim and John discuss the importance of understanding your own attitude toward money. This can often determine how you invest and save, and the potential for reaching your retirement goals. They discuss the difference between investment and speculation...

Adam Sherry

Sep 29 – For most Americans, their largest asset is their home. This week Jim and John discuss a growing trend among Boomers: tapping income from one’s home by renting out a room or rooms as another means of providing retirement income.

Patrick Flynn

This week Jim and John discuss how a successful retirement is about more than just one number. They discuss the importance of knowing your marginal tax bracket, the number (assets) you need to retire, your monthly budget number, and also the three phases of retirement.

Jeff Kotterman

This week Jim and John continue the theme from last week on how retirees or those nearing retirement can create income in a very low interest rate environment that shows no signs of ending. They discuss some of the reasons behind the low interest rate environment, including the global currency debasement by central banks...

Roberta J Robinson

This week Jim and John address an issue facing many retirees and those contemplating retirement; how to generate adequate income when short-term interest rates are essentially zero, and likely to stay that way for at least the next few years. In looking at what retirees can do to survive, Jim discusses several strategies...

Carolyn Rosenblatt

In a special reprise edition of The Lifetime Income Series, Jim and Cathlyn discuss how where you live can have a great impact on your retirement. Jim looks at selecting an appropriate state in which to retire, taking into account the cost of housing, the cost of living, access to healthcare, weather, and of course taxes, be they income, sales, property or estate.

Yolanda York

In a special reprise edition of The Lifetime Income Series, Jim and Cathlyn discuss a problem more retirees are facing today; outliving one’s assets. This is a potentially huge issue for the Baby Boom generation, which is expected to live longer than any previous generation.

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