Lifetime Income Series

James J Puplava CFP

Jul 23 – This week on the Lifetime Income Series, Jim and John discuss a subject that is very important to many in retirement, or nearing retirement. Should one own a home in retirement, or is it better to rent? They discuss the issue from many...

Laurence J Kotlikoff

Jul 19 – In a compelling interview, Laurence Kotlikoff, Professor of Economics at Boston University, explains to Jim why he is running as a write-in candidate for President. Professor Kotlikoff lays out the daunting numbers behind our country’s massive...

James J Puplava CFP

Jul 18 – This week Jim and John look at the various retirement pension plans and their complexities. Jim notes that 401k’s have essentially replaced the defined benefit plan in America. They contrast the various plans when one might be more appropriate...

Yolanda York

Jul 12 – Jim welcomes back Yolanda York, Social Security Public Affairs Director. Jim and Yolanda cover a number of important issues regarding Social Security coverage and eligibility. Some of the topics include when to file for Social Security...

James J Puplava CFP

Jul 11 – This week on the Lifetime Income Series, Jim and John go beyond retirement planning to focus on exit planning from your job. As retirement approaches, you are getting ready to go through an exit plan, but costly mistakes can affect your...

Jo Robinson

Jul 5 – In a special reprise edition of the Lifetime Income Series, Jim speaks with Jo Robinson, the author or co-author of several bestselling books, including Eating on the Wild Side: The Missing Link to Optimum Health. She discusses the book with Jim, and how wild food can make a real difference to your health.

James J Puplava CFP

Jul 4 – While the world is fixated on Brexit, there is another story of significance to Americans dealing with the rising costs of health care. The 2017 Medicare Trustees Report came out and costs to many recipients are going up significantly. For the 30% of Medicare recipients in the upper income levels, Medicare premiums are...

Caldwell Esselstyn MD

Jun 28 – Jim is pleased to welcome Dr. Caldwell Esselstyn, author of Prevent and Reverse Heart Disease. Dr. Esselstyn and his wife, Ann Crile Esselstyn, have followed a plant-based diet for more than 26 years. Dr. Esselstyn presently directs...

James J Puplava CFP

Jun 27 – This week Jim and John analyze the competing forces of fear and greed in investing for retirement, and how these forces have affected investors. The dominant force in the 1990’s was greed. The stock market was going up in...

Carolyn Rosenblatt

Jun 21 – Jim welcomes back Carolyn Rosenblatt, RN, attorney, and founder of AgingParents.com, a resource for families. Carolyn and Jim have a wide-ranging conversation about aging parents, from shared housing and long-term care...

James J Puplava CFP

Jun 20 – These are trying times for those investing for retirement, or those in retirement. We have the lowest interest rates in history, and a number of countries now have negative interest rates on their sovereign debt. The issue of...

Jonathan Clements

Jun 14 – Jim welcomes financial writer Jonathan Clements and author of the award-winning Jonathan Clements Money Guide. Jonathan spent almost 20 years at The Wall Street Journal, where he was the newspaper's personal-finance...

James J Puplava CFP

Jun 13 – This week Jim and John continue on the theme of estate planning. The public has certainly taken an interest in the estate issues of celebrities, and now the estate for the late musician Prince must pay $100 million in estate taxes, due to...

Adam Sherry

Jun 7 – Jim welcomes attorney Adam Sherry, an estate planning specialist with Anderson & Yocum APC. Adam acknowledges that most people don’t want to think about, or plan for, their own mortality. But the costs of not drawing up a will, and...

James J Puplava CFP

Jun 6 – This week on the Lifetime Income Series, Jim and John address why you do not want to die without a will. Jim discusses some famous celebrity deaths, including Prince very recently, that created estate settlement nightmares through...

Robyn O’Brien

May 31 – In a special reprise edition of the Lifetime Income Series from February, Jim welcomes Robyn O’Brien, author of The Unhealthy Truth, and founder of the AllergyKids Foundation. As a financial analyst, she focused on the food industry...

James J Puplava CFP

May 30 – In a special reprise edition of the Lifetime Income Series from earlier this year, Jim and John focus on estate taxes. For most Americans, estate taxes are no longer an issue with the estate tax exemption at $5,450,000. But even though...

Ken Fisher

May 24 – In a special reprise edition of the Lifetime Income Series from January, Jim welcomes Ken Fisher, CEO of Fisher Investments to discuss his new book; Beat the Crowd: How You Can Out-Invest the Herd by Thinking Differently.

James J Puplava CFP

May 23 – In a special reprise edition of the Lifetime Income Series from earlier this year, Jim and John discuss a specific part of the overall retirement plan; the investment plan. A well-crafted investment plan is your anchor in the stormy seas of...

Wade Pfau PhD CFA

May 17 – Jim welcomes back Wade Pfau Ph.D., CFA and a Professor of Retirement Income at The American College. They discuss the challenges faced by retirees wanting to enjoy a full retirement, and yet not outlive their income.

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