Lifetime Planning

Nov 9 – Jonathan Williams, Chief Economist at the American Legislative Exchange Council (ALEC), discusses their most recent Rich States, Poor States index where they rank all 50 states according to 15 factors that drive economic competitiveness...

Nov 2 – In today's Lifetime Planning edition of Financial Sense Newshour, Putnam Business Advisory's Chris Hennessey discusses some of the details of Biden's tax plan, including its affect on business owners, investors, and those that live in high tax states...

Oct 26 – In today's Lifetime Planning segment, Financial Sense Newshour speaks with Brian McArthur at Bridlewood Insurance about the 2021 Medicare enrollment period running from October 15 through December 7. Brian discusses what you need to do...

Oct 19 – Financial Sense Newshour speaks with The Diet Doctor's cardiologist, lipidologist, and medical director Dr. Bret Scher about different ways to boost your immune system and improve your health. Dr. Scher discusses the right types of...

Oct 12 – Today we speak about the growing number of Americans buying dual citizenship and second passports to other countries, where they are going, how much it costs, and the various reasons why this trend is accelerating...

Oct 5 – Financial Sense Newshour speaks with Casey Mulligan about the direct and indirect impacts of Biden's tax and regulatory plans should he be elected this November. Casey is a professor of economics at the University of Chicago...

Sep 28 – Financial Sense Newshour speaks with Reshma Kapadia from Barron's on how Covid has disrupted retirement plans for many Americans, especially for those working in the hardest-hit sectors, namely hospitality, travel, and leisure...

Sep 21 – Dr. Hugh Pennington of Aberdeen University explains the risks and realities of a Covid 'second wave' this fall. He compares what we see with the flu vs. coronaviruses like SARS or, in this case, Covid and...

Sep 14 – Today's podcast is all about Roth IRAs and how they can help individuals potentially save on taxes, especially in those crucial retirement years. Topics discussed: when to get a Roth conversion, contribution limits, pros and cons...

Sep 7 – Financial Sense Newshour speaks with JP Piccinini, owner of one of the fastest growing real estate brokerage firms in the US. JP discusses migration patterns between various states and from cities to rural, suburban areas...