Lifetime Income Series

James J Puplava CFP

Jun 20 – These are trying times for those investing for retirement, or those in retirement. We have the lowest interest rates in history, and a number of countries now have negative interest rates on their sovereign debt. The issue of...

Jonathan Clements

Jun 14 – Jim welcomes financial writer Jonathan Clements and author of the award-winning Jonathan Clements Money Guide. Jonathan spent almost 20 years at The Wall Street Journal, where he was the newspaper's personal-finance...

James J Puplava CFP

Jun 13 – This week Jim and John continue on the theme of estate planning. The public has certainly taken an interest in the estate issues of celebrities, and now the estate for the late musician Prince must pay $100 million in estate taxes, due to...

Adam Sherry

Jun 7 – Jim welcomes attorney Adam Sherry, an estate planning specialist with Anderson & Yocum APC. Adam acknowledges that most people don’t want to think about, or plan for, their own mortality. But the costs of not drawing up a will, and...

James J Puplava CFP

Jun 6 – This week on the Lifetime Income Series, Jim and John address why you do not want to die without a will. Jim discusses some famous celebrity deaths, including Prince very recently, that created estate settlement nightmares through...

Robyn O’Brien

May 31 – In a special reprise edition of the Lifetime Income Series from February, Jim welcomes Robyn O’Brien, author of The Unhealthy Truth, and founder of the AllergyKids Foundation. As a financial analyst, she focused on the food industry...

James J Puplava CFP

May 30 – In a special reprise edition of the Lifetime Income Series from earlier this year, Jim and John focus on estate taxes. For most Americans, estate taxes are no longer an issue with the estate tax exemption at $5,450,000. But even though...

Ken Fisher

May 24 – In a special reprise edition of the Lifetime Income Series from January, Jim welcomes Ken Fisher, CEO of Fisher Investments to discuss his new book; Beat the Crowd: How You Can Out-Invest the Herd by Thinking Differently.

James J Puplava CFP

May 23 – In a special reprise edition of the Lifetime Income Series from earlier this year, Jim and John discuss a specific part of the overall retirement plan; the investment plan. A well-crafted investment plan is your anchor in the stormy seas of...

Wade Pfau PhD CFA

May 17 – Jim welcomes back Wade Pfau Ph.D., CFA and a Professor of Retirement Income at The American College. They discuss the challenges faced by retirees wanting to enjoy a full retirement, and yet not outlive their income.

James J Puplava CFP

May 16 – This week Jim and John look at retirement income strategies. As we know, the three-legged stool of retirement income sources; Social Security, pensions, and savings, has changed. Social Security has been becoming less favorable...

Rob Franek

May 10 – Jim welcomes Rob Franek, Senior Vice President-Publisher at The Princeton Review. Rob discusses the 2016 edition of Colleges That Pay You Back: The 200 Schools That Give You the Best Bang for Your Tuition Buck. The Princeton Review...

James J Puplava CFP

May 9 – If you are a parent with high school age children or a grandparent, you are probably thinking about where the kids will go to college, can the family afford it, and will the student be able to get a job when he or she graduates?

Karen Pollack PhD

May 3 – Jim welcomes Karen Pollack PhD, Assistant Vice Provost for Online Undergraduate and Blended Programs at Penn State World Campus. Karen discusses the history of Penn State World Campus, and some of the factors in...

James J Puplava CFP

May 2 – Since the end of WW II, retirement income planning has centered on the three-legged stool of Social Security, Defined Contribution Plans (company pensions) and personal savings. Jim and John discuss the pros and cons of each of these legs...

Kathy Ruby

Apr 26 – Jim welcomes College Finance Consultant Kathy Ruby from College Coach. Kathy has extensive experience counseling families on financial aid applications and discusses how students and their families can compare financial aid...

James J Puplava CFP

Apr 25 – This week Jim and John address a subject that is getting more attention in the media lately; why many Americans may end up broke or destitute in their later retirement years. Nobel laureate Robert Merton has called it a...

Rick Sharga

Apr 19 – Jim welcomes Rick Sharga, Chief Marketing Officer at 10-X , formerly Auction.com. Rick is an expert on all things real estate and will discuss how the wave of millions of retiring baby boomers will affect the real estate market in...

James J Puplava CFP

Apr 18 – This week Jim and John tackle four key issues that are having a major impact on boomer retirements in ways that are catching many retirees off guard. The subject matter of this program was prompted by a case study that Jim will discuss later...

Dick Gregerson

Apr 12 – Jim welcomes Dick Gregerson, President of JANAS Consulting. For those that wish to sell their business and retire, there is planning that needs to be done. Dick explains some of the strategies involved, and how they may differ...

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