Lifetime Income Series

James J Puplava CFP

Sep 26 – There are many topics and questions related to Medicare—eligibility, when to enroll, which plan to choose, and many others. Jim explains the basics and walks through the “case study” of Tracy Simms...

Lowell Smith

Sep 20 – Want to know more about maximizing your pension benefits? IraLogix’s Lowell Smith joins Financial Sense Newshour to explain specific strategies that employees and the self-employed can make. Prior to his time in the private sector...

James J Puplava CFP

Sep 19 – With the proper implementation of pension and retirement plans, you can actually lower taxes, save money and invest more. Jim discusses what you need to know when it comes to IRAs and 401(k) plans in today’s Lifetime Income broadcast.

Karen Covy

Sep 13 – Following yesterday’s broadcast on "grey-haired" divorce, we speak with divorce lawyer, mediator, and educator Karen Covy to cover her book, When Happily Ever After Ends: How to Survive Your Divorce Emotionally, Financially and Legally.

James J Puplava CFP

Sep 12 – Divorce is becoming more common, though not just for younger couples but for "grey-haired" ones as well. Jim discusses the unique challenges older individuals face, from financial impacts to major lifestyle considerations...

Robert Merton

Sep 6 – In a special reprise edition of the Lifetime Income Series, Jim welcomes Robert Merton, Distinguished Professor of Finance at MIT Sloan School of Management and recipient of the Alfred Nobel Memorial Prize in Economic Sciences in...

James J Puplava CFP

Sep 5 – In a special reprise edition of the Lifetime Income Series, Jim and John zero in on retirement income strategies. As we know, the three-legged stool of retirement income sources; Social Security, pensions, and savings, has changed. Social Security...

Rebekah Rotstein

Aug 30 – In a special reprise edition of the Lifetime Income Series, Jim welcomes Rebekah Rotstein, a recognized expert in Pilates, exercises for those with osteoporosis, and a leader in promoting lifetime fitness to prevent pain and maintain...

James J Puplava CFP

Aug 29 – In a special reprise edition of the Lifetime Income Series, 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...

Richard Turen

Aug 23 – In a special reprise edition of the Lifetime Income Series, Jim welcomes Richard Turen, 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...

James J Puplava CFP

Aug 22 – In a special reprise edition of the Lifetime Income Series, 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...

Adam Sherry

Aug 16 – Jim welcomes back Adam Sherry, an estate planning attorney at Anderson & Yocum, APC. In a wide-ranging discussion on estate planning issues, Adam focuses on the side effects of holding property in joint tenancy...

James J Puplava CFP

Aug 15 – This week Jim and John cover the topic of retiring to another state, and how it can affect your retirement. There are three major expenses in retirement; shelter, medical costs, and taxes. All three can be affected by relocating out of state.

Andrew Scott

Aug 9 – Jim welcomes Professor Andrew Scott, Professor of Economics at the London Business School, and co-author of The 100-Year Life. Professor Scott notes that with every new decade, lifespan is now increasing by 2-3 years, and a child...

James J Puplava CFP

Aug 8 – Jim and John have recently discussed Social Security, Medicare, Long-Term Care and related retirement topics. But everything they have covered is changing in subtle ways that is impacting retirees, those thinking of retiring...

Wade Pfau PhD CFA

Aug 2 – Jim welcomes back Wade Pfau Ph.D. CFA, Professor of Retirement Income at The American College. Professor Pfau covers a number of topics in retirement income planning, including that a “wealth target” is not necessarily an effective...

James J Puplava CFP

Aug 1 – This week on the Lifetime Income Series, Jim and John discuss the complexities of creating enough income in retirement. It is more than just one number. A new study has been released by the Employee Benefit Research Institute...

Rick Sharga

Jul 26 – Jim welcomes back Rick Sharga, Chief Executive Officer of Ten-X, an online real estate marketplace. Rick notes that the real estate market nationally is still recovering slowly from the great real estate bust of ten years ago. Despite the positive...

James J Puplava CFP

Jul 25 – This week on the Lifetime Income Series, Jim and John discuss a subject that is very important to many in retirement, or nearing retirement. Should one own a home in retirement, or is it better to rent? They discuss the issue from many...

Laurence J Kotlikoff

Jul 19 – In a compelling interview, Laurence Kotlikoff, Professor of Economics at Boston University, explains to Jim why he is running as a write-in candidate for President. Professor Kotlikoff lays out the daunting numbers behind our country’s massive...

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