Lifetime Income Series

Mark Farrin

Dec 15 – As we near the end of 2014, Jim and John discuss strategies to reduce your taxes now. Some of these moves take tax planning, while others are easy to accomplish. Jim reviews Congressional action on tax extenders and other tax policies.

Adam Sherry

Dec 8 – This week Jim and John cover the topic of early retirement, and offer strategies to make it work for the long term. Early retirement can be a voluntary decision, or in the case of a job lay-off, non-voluntary. Jim discusses critical age thresholds for IRA’s and Social Security benefits.

Carolyn Rosenblatt

Dec 1 – In a special reprise edition of The Lifetime Income Series, Jim and Cathlyn discuss how where you live can have a great impact on your retirement. Jim looks at selecting an appropriate state in which to retire, taking into account the cost of housing, the cost of living, access to healthcare, weather, and of course taxes, be they income, sales, property or estate.

Drew Collins Nd

Nov 24 – This week Jim and John look at a particular aspect of retirement planning; how to stay retired and protect what you’ve accumulated. The goal of actually achieving retirement is not a simple one these days, given an investment environment highlighted by historically low interest rates. Today Jim and John focus on the goal of staying retired despite the many challenges, such as...

Gary Small Md

Nov 17 – This week Jim discusses the very important topic of retirement plan distributions and what you need to do to make the most of them. The guest this week is Dr. Gary Small of the UCLA Longevity Center who will focus on brain health and how best to maintain healthy brain function into and through retirement.

Kim Fichera CPA

Nov 10 – This week Jim and John discuss a different aspect of estate planning. This program is about giving, and not just the tangible, but the intangible as well. How does one pass on their values, their guidelines for living, and not just their wealth? There is now a document used in estate planning to handle this.

Jeremy Walston Md

Nov 3 – This week Jim and John cover a topic of great importance to most retirees, retirement plan distributions. The majority of Americans have some kind of retirement plan, whether it is a 401(k), 403(b), 457, IRA or Roth IRA. There are many planning issues to consider with these plans...

Yolanda York

Oct 27th – This week Jim and John address one of the greatest fears for those in or nearing retirement; outliving one’s assets, or “dying broke”. This is a much more complex subject today, given the current era of financial repression and 0% interest rates, as well as an extremely deep recession and two bear markets within a decade.

Veronica Dagher

Oct 20 – This week Jim and John focus on ways to take advantage of existing tax laws and use them efficiently to help build your retirement nest egg. Jim discusses ways to save on taxes while working to have more to invest for your retirement. Other topics include deferred compensation plans, IRA’s and other ways to defer taxable income.

Georgia Sadler PhD

Oct 13 – The subject of tax inversions has been a hot topic lately, as large corporations are merging and moving their domiciles to lower-tax countries. Retirees have been playing the tax inversion game for decades. In this week’s program Jim and John will discuss how moving to a lower tax and lower cost-of-living state can dramatically impact your retirement lifestyle.