Lifetime Income Series

Yolanda York

Mar 2 – This week Jim and John explain practical steps to help you navigate zero bound interest rates and make it through retirement. With the cost of living likely to continue to rise, and retirees living longer due to...

Adam Sherry

Feb 23 – This week Jim and John look at the subject of how to plan for a large estate, in excess of five million dollars. Jim covers the basics of estate taxes and exemptions, which only go so far with large estates.

David Saÿen

Feb 16 – This week Jim and John cover everyone’s favorite subject, taxes. Since we are in the middle of tax season, they cover some of the new rules that went into effect in 2014, and also some...

Lowell Smith

Feb 9 – This week Jim and John are going to focus on many of the major decisions that most couples and individuals face during their lives, and how these decisions can significantly impact...

James J Puplava CFP

Feb 2 – This week Jim and John delve deeply into retirement planning, and if you are already retired, making it more secure. Jim discusses the importance of not just having goals, but very...

James J Puplava CFP

Jan 26 – This week on Lifetime Income, Jim and John look at the new rules and contribution limits for retirement plans for 2015, and how deferred taxes can mean growing your nest egg faster for retirement.

Lotta Granholm-Bentley PhD

Jan 19 – This week Jim and John look at whether the standard financial industry retirement planning recommendations are right for you. Jim has often discussed the importance of having a plan...

Elizabeth McCoy

Jan 12 – This week Jim and John cover a New Year’s resolution that should be of great importance to just about everyone, getting into better financial shape. Jim notes that 70% of Americans have no retirement plan, and according to...

Larry Jacobson

Jan 5 – In a special reprise edition of The Lifetime Income Series, Jim and John discuss the subject of taking early retirement. Early retirement can end up a blessing or a curse. Jim and John discuss the steps you need to know before that decision is made...

Jeff Kotterman

Dec 29 – In a special reprise holiday edition of The Lifetime Income Series, 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.

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