Lifetime Income Series

Adam Sherry

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.

Tim Prosch

In a special reprise edition of The Lifetime Income Series, Jim and Cathlyn take on a very important, but often little-discussed topic; what will life be like for your family should you die or become incapacitated? They raise difficult but necessary questions: who will pay the bills? Who will manage the family’s money? Where will the income come from?

Larry Jacobson

This week 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. Sometimes early retirement is not voluntary, but there is still planning that can be done.

Cindy Hounsell

This week on the Lifetime Income Series, Jim and Cathlyn talk about wealth planning, specifically how to maintain your lifestyle in retirement, and protect your spouse and your children. They are really talking about a multi-generational plan, not just a plan to get to retirement.

Jonathan Clements

This week Jim and Cathlyn discuss the specific “nuts & bolts” of what goes into a retirement plan. Whether it is voluntary or not, you will likely spend a quarter of your life, or more, in retirement. The huge advantage of having made a plan ahead of retirement is that you know where you are going, and you know what you need to do to get there.

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