Lifetime Income Series

Kim Fichera CPA

Dec 6 – Jim welcomes back Kim P. Fichera CPA, of Fichera & Company. Kim believes the coming year will be a year to make big decisions given the major changes coming in tax laws. Jim and Mr. Fichera also discuss Trump's tax plan...

James J Puplava CFP

Dec 5 – The retirement planning landscape has dramatically changed now that Trump has won. Jim takes listeners through three key areas—taxes, rising interest rates, and inflation—and the specific implications each of these will have on current...

Andrew Scott

Nov 29 – Jim welcomes Professor Andrew Scott, Professor of Economics at the London Business School, and co-author of The 100-Year Life. Professor Scott notes that with every new decade, lifespan is now increasing by 2-3 years, and a child born in 2007 has a 50%...

James J Puplava CFP

Nov 28 – Jim and John have recently discussed Social Security, Medicare, Long-Term Care and related retirement topics. But everything they have covered is changing in subtle ways that is impacting retirees, those thinking of retiring...

Carolyn Rosenblatt

Nov 22 – Billions of dollars are stolen every year from senior citizens, which makes elder abuse, particularly through financial exploitation, a problem that needs to be taken seriously. Carolyn Rosenblatt, an RN, Elder Law Attorney, and founder of AgingParents...

James J Puplava CFP

Nov 21 – A recent article in Barron’s highlights the “silent epidemic of elder abuse,” noting that the financial exploitation of elders, particularly by those who care for them, is on the rise. Jim Puplava explains the common situations that lead to elder abuse, how to...

Wade Pfau PhD CFA

Nov 15 – Most people approach retirement planning with the same mindset used for investing, but the two are very different, says Dr. Wade Pfau, Professor of Retirement Income at the American College of Financial Services. In today’s podcast, Pfau discusses the unique...

James J Puplava CFP

Nov 14 – A sudden economic downturn can have a meaningful impact on your retirement plans. In today's Lifetime Income program, we explain the concept of "sequence of returns risk" and how investors can prepare and respond accordingly, given where we think we are in the economic cycle.

James Maskell

Nov 8 – James Maskell, creator of the world’s largest integrative medicine conference called the Functional Forum, joins Financial Sense today to discuss his new book, The Evolution of Medicine: Join the Movement to Solve Chronic...

James J Puplava CFP

Nov 7 – Donald Trump and Hillary Clinton have made very different proposals when it comes to taxes, healthcare, and a number of issues that have a direct influence on every one of us. Jim Puplava explains the differences in...

Jeff Kotterman

Nov 1 – Jeff Kotterman, the Director of the National Association of Sports Nutrition and also the founder of TriSystem, discusses why Americans are facing a “metabolic dilemma” and what that means in terms of exercise (especially corrective exercise), supplements, and nutrition.

James J Puplava CFP

Oct 31 – Healthcare premiums are set to rise next year. Jim Puplava explains what's driving the increases, the expected impacts this will have, three different outcomes for health insurance here in the US, and also goes through some of the financial planning implications.

Yolanda York

Oct 25 – If you need to apply for Social Security or Medicare, or plan on doing so at some point in the not-too-distant future, Yolanda York at the Social Security Administration explains the steps you need to make and common mistakes...

James J Puplava CFP

Oct 24 – We’ve been talking a lot about taxes lately and hopefully you’ve been paying attention. In today’s podcast, we cover the basics of a Roth IRA and why it can play an important role for minimizing taxes and planning...

Chris Hennessey

Oct 18 – What’s the long-term outlook on taxes and how should investors plan accordingly? How will a Trump vs. Clinton presidency affect the tax landscape? What about taxes associated with health-care reform, Medicare, and...

James J Puplava CFP

Oct 17 – Jim Puplava says “Hold onto your wallet because taxes are going up!” Given the likelihood of a Hillary win, according to Jim, taxes will be increasing under Hillary’s current proposal to raise income and estate taxes.

Alan Cole

Oct 11 – Alan Cole at the non-partisan Tax Foundation explains the facts and issues surrounding the recent controversial NY Times release of Trump’s state tax returns and the claim that Trump could have avoided taxes for nearly two decades.

James J Puplava CFP

Oct 10 – Taxes, and how to properly account for them, have become a major political topic in the wake of Donald Trump’s recent tax disclosure. Jim discusses the facts behind “tax loopholes,” used by both Clinton and Trump, and why this is all...

Rebekah Rotstein

Oct 4 – In today’s podcast, we discuss the history of Pilates, why it was developed, and how it can be used for injury prevention and rehabilitation with well-known Pilates expert Rebekah Rotstein. Rebekah is the creator and founder...

James J Puplava CFP

Oct 3 – Most Americans are just flat out unprepared for retirement. We discuss some pretty mind-blowing stats that show just how big this problem is and what you can do about it.

Quantcast