Lifetime Planning

Tax Planning for 2024: Plan Now or Pay More Later

Jan 29, 2024 – It's that time of the year again when we as taxpayers must settle up with Uncle Sam. In today's Lifetime Planning segment, we look at the good news, bad news, and various ways people can maximize the tax efficiency of their income...

Kevin Day on Protecting Assets with LLCs, Domestic and Offshore Trusts

Jan 23, 2024 – Lawsuits are a common concern in society today, particularly for business owners who may face a higher risk due to their assets. On this episode of Lifetime Planning, Jim Puplava speaks Kevin Day to explore different approaches...

Preparing for the Unexpected: A Guide to Essential Emergency Actions in 2024

Jan 15, 2024 – Get ready for an exciting episode of Lifetime Planning where we have the privilege of speaking with Kevin Matsukado, a true expert in emergency preparedness, on the popular Financial Sense Newshour podcast. Kevin is here...

Taxes, Politics, and the Economy: What You Can and Can't Control This Year

Jan 8, 2024 – In today's Lifetime Planning podcast, Financial Sense's Aaron Wiegman and Crystal Colbert look at what investors can and cannot control when it comes to taxes, politics, and the economy in 2024. This is an important reminder...

Which of the 'Six Deadly Biases' Is Affecting You Most?

Dec 18, 2023 – Aaron Wiegman and Crystal Colbert outline the six prevailing biases that frequently impede investors from making sound financial decisions, especially concerning their investment portfolios...

Dr. Mike Belkowski on Red Light Therapy and Mitochondrial Function

Dec 11, 2023 – In today's special Lifetime Planning podcast, we delve into the science behind red light therapy (RLT), or what scientists call photobiomodulation, with RLT expert and researcher Dr. Mike Belkowski...

Chris Hennessey on Year-End Tax Planning, Preparing for Future Tax Hikes

Dec 4, 2023 – Financial Sense interviews Chris Hennessey at Putnam Investments to discuss various methods to offset capital gains taxes this year, whether through charitable donations, medical deductions, or others. Chris also explains...

Do I Need Long-Term Care Insurance and How Much Does it Cost?

Nov 20, 2023 – On this week's edition of Lifetime Planning, Aaron Wiegman and Crystal Colbert discuss the basics of long-term care as well as the three main methods of how to pay for it, whether self-funding, traditional insurance, or a...

Your Questions Answered: Is Social Security Runing Out of Money?

Nov 13, 2023 – One of the most frequently asked questions and topics that clients ask us is whether Social Security is running out of money and, if so, whether it makes sense to take it early or to delay? In today's podcast, we look at the current projections...

Superhuman Protocol – The Key to Living a Strong and Healthy Life

Nov 6, 2023 – In our latest Lifetime Planning segment on Financial Sense Newshour, host Jim Puplava engages in a conversation with Jason Tebeau, the brain behind the Superhuman Protocol, which combines pulsed electromagnetic fields (PEMF)...

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