Lifetime Income Series

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 and being diversified, but in today’s...

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.

Roberta J Robinson

Dec 22 – In a special reprise holiday edition of The Lifetime Income Series, 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...

Mark Farrin

Dec 15 – As we near the end of 2014, Jim and John discuss strategies to reduce your taxes now. Some of these moves take tax planning, while others are easy to accomplish. Jim reviews Congressional action on tax extenders and other tax policies.

Adam Sherry

Dec 8 – This week Jim and John cover the topic of early retirement, and offer strategies to make it work for the long term. Early retirement can be a voluntary decision, or in the case of a job lay-off, non-voluntary. Jim discusses critical age thresholds for IRA’s and Social Security benefits.

Carolyn Rosenblatt

Dec 1 – 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.

Drew Collins Nd

Nov 24 – This week Jim and John look at a particular aspect of retirement planning; how to stay retired and protect what you’ve accumulated. The goal of actually achieving retirement is not a simple one these days, given an investment environment highlighted by historically low interest rates. Today Jim and John focus on the goal of staying retired despite the many challenges, such as...

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