Lifetime Income Series

Ben Mattlin

Jul 27 – This week Jim and John cover a topic that can dramatically alter your later years in retirement; medical expenses, including long-term care. Most people heading into retirement aren’t prepared for these catastrophic expenses, and when disaster strikes, most are caught unaware.

Jeff Volek PhD

Jul 20 – This week Jim and John discuss the important issue of choosing an education that is affordable, and even more importantly, focusing on fields of study that are more likely to generate a well-paying job after graduation.

Paul Horn CFP

Jul 13 – It has been well-documented how the retirement paradigm for the Boomers has changed. Every month there is a new study or survey documenting how Boomers will be living longer, but also working longer. The key issue is that...

Bob Marckini

Jul 6 – Many Americans are making costly mistakes when it comes to decisions on Social Security and Medicare. Social Security is the one benefit many retirees count on in this era of financial repression. This week Jim and John discuss how to...

Adam Sherry

Jun 29 – This week Jim and John address The Hamilton Project, a report on retirement issued by the Brookings Institution. Most households in the United States find retirement planning a daunting challenge, with good reason. Rising life...

Jack Wolfson

Jun 22 – Due to advances in medicine people are living longer. According to the Social Security Administration, a male aged 65 today has a life expectancy of nearly 83 years, and a woman 85 years. But these are just average figures for the general population.

Jonathan Clements

Jun 15 - This week thousands of high school students are graduating around the country. Funding a college education is likely the largest bill parents will face, next to buying a home. Public schools now average $18 to $20 thousand per year...

Veronica Dagher

Jun 8 – There was a time a few decades back when most workers spent a career with one company, and retired with a pension, Social Security and a gold watch. Those times are gone, and all that is left is a Social Security benefit where...

David Saÿen

Jun 1 – This week Jim and John take a closer look at healthcare costs while in retirement. The high cost of healthcare not covered by Medicare is one of the reasons many retirees are outliving their assets. Another related factor is inflation rates that are...

Wade Pfau PhD CFA

May 25 - This week Jim and John tackle a number of important retirement issues on the program. The overall theme is how to prepare for retirement so you won’t outlive your assets, but also how to live a longer, healthier life. They touch on the advances in medicine, as well as the important...

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