Lifetime Income Series

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...

Cathlyn Harris

This week Jim and Cathlyn delve into a topic that reflects the essence of The Lifetime Income Series, timing retirement. They look at a variety of issues, from recent retirement trends, to questions that need to be asked before...

Carolyn Rosenblatt

This week on 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.

Gary Small Md

This week Jim and Cathlyn discuss the fears and worries that many retirees face today and offer some potential solutions. They address some of the real concerns retirees or those nearing retirement must deal with today; outliving their assets, higher inflation, lower returns on their assets, and rising medical expenses.

Drew Collins Nd

This week on the Lifetime Income Series, Jim is joined by John Loeffler to discuss what are likely your three most important financial decisions; planning for a home, college expenses and retirement.

Robert Bernard

This week Jim and Cathlyn revisit a very important topic, how to plan and pay for a college education. They also discuss future trends in education, and the importance of selecting a field of study that will actually pay for the expense of a college education.

Yolanda York

This week 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. One aspect often ignored in retirement budgets is medical expenses, which figure to only go higher in the future.

Paul Williams Md

This week Jim and Cathlyn discuss emergency preparedness. In the wake of natural disasters such as Hurricanes Katrina, Rita and Super Storm Sandy, as well as the devastation of tornados, wildfires and earthquakes in various regions of the country, the importance of being prepared when disaster strikes cannot be overstated.

Kim Fichera CPA

This week Jim and Cathlyn address how you can insulate yourself from a downturn in the economy or another bear market, so you don’t have to worry about your retirement security. One of the most important lessons learned from the bear markets in stocks, real estate and commodities is the importance of diversification...