Lifetime Income Series

James J Puplava CFP

Aug 29 – In a special reprise edition of the Lifetime Income Series, Jim and John tackle four key issues that are having a major impact on boomer retirements in ways that are catching many retirees off guard. The subject matter of this program was...

Richard Turen

Aug 23 – In a special reprise edition of the Lifetime Income Series, Jim welcomes Richard Turen, a travel consultant who has won more “World’s Best” Awards than any other travel consultant in the United States, including “World’s Top River Cruise...

James J Puplava CFP

Aug 22 – In a special reprise edition of the Lifetime Income Series, Jim and John cover an important topic for those who are nearing retirement or just retired; protecting your savings and investments from the next downturn. For many baby boomers...

Adam Sherry

Aug 16 – Jim welcomes back Adam Sherry, an estate planning attorney at Anderson & Yocum, APC. In a wide-ranging discussion on estate planning issues, Adam focuses on the side effects of holding property in joint tenancy...

James J Puplava CFP

Aug 15 – This week Jim and John cover the topic of retiring to another state, and how it can affect your retirement. There are three major expenses in retirement; shelter, medical costs, and taxes. All three can be affected by relocating out of state.

Andrew Scott

Aug 9 – 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...

James J Puplava CFP

Aug 8 – 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...

Wade Pfau PhD CFA

Aug 2 – Jim welcomes back Wade Pfau Ph.D. CFA, Professor of Retirement Income at The American College. Professor Pfau covers a number of topics in retirement income planning, including that a “wealth target” is not necessarily an effective...

James J Puplava CFP

Aug 1 – This week on the Lifetime Income Series, Jim and John discuss the complexities of creating enough income in retirement. It is more than just one number. A new study has been released by the Employee Benefit Research Institute...

Rick Sharga

Jul 26 – Jim welcomes back Rick Sharga, Chief Executive Officer of Ten-X, an online real estate marketplace. Rick notes that the real estate market nationally is still recovering slowly from the great real estate bust of ten years ago. Despite the positive...

James J Puplava CFP

Jul 25 – 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...

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