Lifetime Income Series

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...

Wade Pfau PhD CFA

Mar 15 – Jim welcomes back Wade Pfau Ph.D. CFA, Professor of Retirement Income at The American College. Professor Pfau discusses eight key messages and themes that have underscored his writing and research. These guidelines serve as...

James J Puplava CFP

Mar 14 – Last week Jim and John discussed why most retirement plans fail. Today’s retiree is facing issues that an earlier generation never had to worry about. This week Jim and John discuss an approach to retirement that has worked and one in which experts...

Robert Merton

Mar 8 – Jim is pleased to welcome Robert Merton, Distinguished Professor of Finance at MIT Sloan School of Management and recipient of the Alfred Nobel Memorial Prize in Economic Sciences in 1997. Professor Merton has written extensively about...

James J Puplava CFP

Mar 7 – This week Jim and John cover the subject of why retirement plans fail, and if we are facing a crisis in retirement planning. One of the things we do know is that many of the securities that once existed in retirement are no longer around.

Yolanda York

Mar 1 – Jim welcomes back Yolanda York, the Social Security Public Affairs Director for San Diego County. She discusses changes to Social Security in 2016, as well as noting many of the sweeping changes contained in last year’s Congressional...

James J Puplava CFP

Feb 29 – This week on the Lifetime Income Series, Jim is joined by Rob Bernard to discuss the challenges of long term care, and some ways to plan for the future using long term care insurance, which can be tax efficient as well.

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