Lifetime Income Series

Peter Hanson Md

Jan 5 – In a special reprise edition of the Lifetime Income Series, Jim welcomes Peter Hanson, M.D. to discuss the advances and promise of stem cell therapies as applied to orthopaedics. Stem cell treatment offers the potential for millions of viable mesenchymal stem cells to differentiate into...

James J Puplava CFP

Jan 4 – In a special edition of the Lifetime Income Series, Jim Puplava gives Part Three of The Financial Sense Strategy Conference webinar, originally presented to clients and the public on November 7th in Del Mar, California. In this section of the webinar Jim discusses how to...

Sarah Ballantyne PhD

Dec 29 – In a special holiday reprise edition of the Lifetime Income Series, Jim welcomes Sarah Ballantyne Ph.D., to discuss her new book, The Paleo Approach. Sarah was a medical researcher that suffered from numerous auto immune diseases as well as morbid obesity. She speaks about her journey to...

Frank Iszak

Dec 28 – In a special holiday reprise edition of the Lifetime Income Series, Jim and John combine a number of recent retirement topics, and share the stories of what many retirees have said about their own retirement experience. Hopefully this program will offer you some insight from the experience of...

Kim Fichera CPA

Dec 22 – Jim welcomes back Kim P. Fichera CPA, of Fichera & Company. Kim covers a number of tax-related topics, including what can one do at year-end, whether you are employed or self-employed, to save on taxes. Kim also explains the details of tax harvesting at year-end, and when it would be the...

James J Puplava CFP

Dec 21 – This week Jim and John discuss managing your income in retirement, an issue that has never been harder given the age in which we live. Even with the Federal Reserve raising rates, don’t expect much from the banks on raising interest rates on deposits. It will likely be many years before rates...

Adam Sherry

Dec 15 – Jim welcomes back attorney Adam Sherry who discusses a number of different gifting strategies that would benefit parents or grandparents. He begins by explaining the purpose and provisions of the Crummey Trust. Adam also explains why the A/B Trust may no longer be...

James J Puplava CFP

Dec 14 – Corporate tax inversions have been in the news lately. This is when a US corporation acquires a foreign company and moves it’s tax domicile to the country of the acquired firm, where corporate taxes are lower. In this case, drug maker Pfizer acquired Allergan and will move...

Roy Williams

Dec 8 – Jim welcomes Roy Williams and Amy Castoro of The Williams Group. Roy is the co-author of Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values. The overwhelming majority of estate-planning attorneys get it right when helping families determine how to transfer...

James J Puplava CFP

Dec 7 – The holiday season is upon us, and in that spirt the focus of this week’s program is on charitable giving and the passing on of a legacy to one’s heirs, specifically how to pass on a legacy that is meaningful, will maintain family harmony, and ensure the smooth transition of...

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