Lifetime Income Series

Wade Pfau PhD CFA

May 17 – Jim welcomes back Wade Pfau Ph.D., CFA and a Professor of Retirement Income at The American College. They discuss the challenges faced by retirees wanting to enjoy a full retirement, and yet not outlive their income.

James J Puplava CFP

May 16 – This week Jim and John look at retirement income strategies. As we know, the three-legged stool of retirement income sources; Social Security, pensions, and savings, has changed. Social Security has been becoming less favorable...

Rob Franek

May 10 – Jim welcomes Rob Franek, Senior Vice President-Publisher at The Princeton Review. Rob discusses the 2016 edition of Colleges That Pay You Back: The 200 Schools That Give You the Best Bang for Your Tuition Buck. The Princeton Review...

James J Puplava CFP

May 9 – If you are a parent with high school age children or a grandparent, you are probably thinking about where the kids will go to college, can the family afford it, and will the student be able to get a job when he or she graduates?

Karen Pollack PhD

May 3 – Jim welcomes Karen Pollack PhD, Assistant Vice Provost for Online Undergraduate and Blended Programs at Penn State World Campus. Karen discusses the history of Penn State World Campus, and some of the factors in...

James J Puplava CFP

May 2 – Since the end of WW II, retirement income planning has centered on the three-legged stool of Social Security, Defined Contribution Plans (company pensions) and personal savings. Jim and John discuss the pros and cons of each of these legs...

Kathy Ruby

Apr 26 – Jim welcomes College Finance Consultant Kathy Ruby from College Coach. Kathy has extensive experience counseling families on financial aid applications and discusses how students and their families can compare financial aid...

James J Puplava CFP

Apr 25 – This week Jim and John address a subject that is getting more attention in the media lately; why many Americans may end up broke or destitute in their later retirement years. Nobel laureate Robert Merton has called it a...

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...

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...

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