Lifetime Income Series

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...

Chris Collins

May 18 – It is that time of year when high school graduates don caps and gowns and parents look ahead to the realities of the high cost of a college education. This week on the program, Jim and John will discuss the cost of college...

Yolanda York

May 11 – This week Jim and John discuss an important topic to every working American; Social Security. They take a deep dive into the facts, circumstances and changes in Social Security for 2015. More importantly, Jim will...

Jeremy Walston Md

May 4 – In a special reprise edition of the Lifetime Income Series, Jim and John cover a topic of great importance to most retirees; retirement plan distributions. The majority of Americans have some kind of retirement plan, whether it is a 401(k), 403(b), 457, IRA or Roth IRA.

Adam Sherry

Apr 27 – This week Jim and John continue the tax strategy theme. At this time of year you still have eight months to plan, so it’s not too late to take steps to reduce your 2015 taxes. This week they look at broader tax planning techniques.

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