Lifetime Income Series

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...

James J Puplava CFP

Apr 11 – This week Jim and John cover an important topic for those who are nearing retirement or just retired; protecting your savings and investments from the next downturn. For many baby boomers, their retirement plans have...

Richard Turen

Apr 5 – The guest this week is Richard Turin, a travel consultant who has won more “World’s Best” Awards than any other travel consultant in the United States, including “World’s Top River Cruise Specialist” by the Editors of Conde Nast Traveler.

James J Puplava CFP

Apr 4 – This week Jim and John look at a recent study produced by the National Institute on Retirement Security that points to an alarming trend regarding women in retirement. The study finds that women are 80% more likely than men to live in...

David Saÿen

Mar 29 – Jim welcomes David Sayen, Regional Administrator at the Centers for Medicare & Medicaid Services (CMS) San Francisco office. David covers a number of Medicare topics this week, including how Medicare’s Hospice program works...

James J Puplava CFP

Mar 28 – This week Jim and John focus on tax planning, specifically for the high net worth individual and highly compensated employee. With Federal tax rates as high as 44%, and some presidential candidates promising even higher tax rates, tax...

Jonathan Clements

Mar 22 – Jim welcomes Jonathan Clements, a financial planning columnist, and former personal finance columnist for the Wall Street Journal. In an ideal world, everyone would march steadily through life, save diligently and make...

James J Puplava CFP

Mar 21 – This week Jim and John revisit a topic from last fall regarding the sweeping changes made to Social Security. There is still a window of opportunity for a couple to maximize their benefits, but only if one spouse turns 66 before April 30th...

Quantcast