Lifetime Income Series

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...

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.