Lifetime Income Series

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...

Roberta J Robinson

This week 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, and likely to stay that way for at least the next few years. In looking at what retirees can do to survive, Jim discusses several strategies...

Carolyn Rosenblatt

Sep 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.

Yolanda York

In a special reprise edition of The Lifetime Income Series, Jim and Cathlyn discuss a problem more retirees are facing today; outliving one’s assets. This is a potentially huge issue for the Baby Boom generation, which is expected to live longer than any previous generation.

Tim Prosch

In a special reprise edition of The Lifetime Income Series, Jim and Cathlyn take on a very important, but often little-discussed topic; what will life be like for your family should you die or become incapacitated? They raise difficult but necessary questions: who will pay the bills? Who will manage the family’s money? Where will the income come from?

Larry Jacobson

This week 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. Sometimes early retirement is not voluntary, but there is still planning that can be done.

Cindy Hounsell

This week on the Lifetime Income Series, Jim and Cathlyn talk about wealth planning, specifically how to maintain your lifestyle in retirement, and protect your spouse and your children. They are really talking about a multi-generational plan, not just a plan to get to retirement.

Jonathan Clements

This week Jim and Cathlyn discuss the specific “nuts & bolts” of what goes into a retirement plan. Whether it is voluntary or not, you will likely spend a quarter of your life, or more, in retirement. The huge advantage of having made a plan ahead of retirement is that you know where you are going, and you know what you need to do to get there.

Ladan Manteghi

The topic this week is about retirement and how to get there successfully. Jim and Cathlyn discuss the importance of having personal savings in addition to pension savings such as 401(K)’s, 403(B)’s and IRA’s. You want to have some flexibility in income sources to help mitigate future taxes, or avoid...

Dick Gregerson

This week Jim and Cathlyn discuss asset protection, prior to and during retirement. With people living longer in retirement, medical expenses steadily rising, and interest rates at historic lows, protecting one’s nest egg has never been more important. They discuss one the simplest methods of asset protection, which is frequently...

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