Lifetime Income Series

Gary Small Md

Nov 17 – This week Jim discusses the very important topic of retirement plan distributions and what you need to do to make the most of them. The guest this week is Dr. Gary Small of the UCLA Longevity Center who will focus on brain health and how best to maintain healthy brain function into and through retirement.

Kim Fichera CPA

Nov 10 – This week Jim and John discuss a different aspect of estate planning. This program is about giving, and not just the tangible, but the intangible as well. How does one pass on their values, their guidelines for living, and not just their wealth? There is now a document used in estate planning to handle this.

Jeremy Walston Md

Nov 3 – This week Jim and John cover a topic of great importance to most retirees, retirement plan distributions. The majority of Americans have some kind of retirement plan, whether it is a 401(k), 403(b), 457, IRA or Roth IRA. There are many planning issues to consider with these plans...

Yolanda York

Oct 27th – This week Jim and John address one of the greatest fears for those in or nearing retirement; outliving one’s assets, or “dying broke”. This is a much more complex subject today, given the current era of financial repression and 0% interest rates, as well as an extremely deep recession and two bear markets within a decade.

Veronica Dagher

Oct 20 – This week Jim and John focus on ways to take advantage of existing tax laws and use them efficiently to help build your retirement nest egg. Jim discusses ways to save on taxes while working to have more to invest for your retirement. Other topics include deferred compensation plans, IRA’s and other ways to defer taxable income.

Georgia Sadler PhD

Oct 13 – The subject of tax inversions has been a hot topic lately, as large corporations are merging and moving their domiciles to lower-tax countries. Retirees have been playing the tax inversion game for decades. In this week’s program Jim and John will discuss how moving to a lower tax and lower cost-of-living state can dramatically impact your retirement lifestyle.

Greg Sperber

Oct 6 – This week on Lifetime Income, Jim and John discuss the importance of understanding your own attitude toward money. This can often determine how you invest and save, and the potential for reaching your retirement goals. They discuss the difference between investment and speculation...

Adam Sherry

Sep 29 – For most Americans, their largest asset is their home. This week Jim and John discuss a growing trend among Boomers: tapping income from one’s home by renting out a room or rooms as another means of providing retirement income.

Patrick Flynn

Sep 22 – This week Jim and John discuss how a successful retirement is about more than just one number. They discuss the importance of knowing your marginal tax bracket, the number (assets) you need to retire, your monthly budget number, and also the three phases of retirement.

Jeff Kotterman

Sep 15 – This week 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. They discuss some of the reasons behind the low interest rate environment, including the global currency debasement by central banks...