Lifetime Income Series: Warning – Financial Risk Ahead!

In a special reprise edition of Lifetime Income, this week’s program is about the many changes coming and the risk of procrastination. After you’ve filed your taxes you may have received some unwelcome surprises. What will you do about next year’s taxes? There are major changes coming to the financial markets, from global financial repression to experiencing the full financial impact of Obamacare after 2016. In addition, the Federal Reserve will begin to raise interest rates, likely late in 2015. These changes will eventually impact everyone. The question is, are you going to wait until you experience a black swan event in your life, or are you going to develop a road map and a back-up plan? Jim illustrates these financial risks using the case study of Bret and Debbie Wagner. The guest this week is Dr. Gary Small of the UCLA Longevity Center. Dr. Small discusses treatment and prevention for Alzheimer's disease and dementia.

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