Lifetime Planning

The Ride of Your Life: Measuring Success by What You Give

With Chris Preitauer

Oct 28 – On this edition of Lifetime Planning, Chris Preitauer welcomes businesswoman and entrepreneur Mitzi Perdue. In addition to her own success, her father founded the Sheraton hotel chain and her late husband...

Important Changes to Medicare in 2020

Oct 28 – On this edition of Lifetime Planning, Jim Puplava and Chris Preitauer discuss coming change to Medicare. Though the changes don’t go into effect until next year, enrollment has already begun and is open through December 7, 2019...

Tanja Hester on Financial Independence and Rebranding Retirement

With Justine Hall

Oct 21– Tanja Hetser, author of Work Optional: Retire Early the Non-Penny-Pinching Way, is back on the program and this time she speaks with Justine Hall about why she believes retirement needs a rebrand. They discuss redefining the way we...

Diane Gaswirth on What You Need to Know About Medicare Annual Enrollment

Oct 21 – Jim Puplava interviews Diane Gaswirth from United Healthcare. On this episode, she discusses the three important points that should be considered when shopping for coverage: choice, care and experience. Diane also provides a careful breakdown...

A Complete Guide to Creating a Life Plan for a Special Needs Child

Oct 14– Lifetime Planning welcomes Hal Wright, CFP® and author of The Complete Guide to Creating a Special Needs Life Plan: A Comprehensive Approach Integrating Life, Resource, Financial, and Legal Planning to Ensure a Brighter Future for a Person with a Disability...

Bad Advisor, Bad Advice, Disastrous Outcome

Oct 14 – On this edition of Lifetime Planning, Jim Puplava and Chris Preitauer discuss the devastating fallout from someone who put the direction of their estate in the hands of...

Getting a Jump On Taxes

Oct 7 – On this edition of Lifetime Planning, Jim Puplava and Lowell Smith discuss tax planning. What are the limits for taking deductions? How do income limits affect your ability....

Making Student Loans Work for You

Oct 7 – On this edition of Millennial Monday Crystal Kessler and Josh Nunn delve into student loans and managing debt. They discuss seven of the biggest mistakes people tend...

How Life Insurance Can Help You Prepare for Life’s What-Ifs

Sep 30 – Jim Puplava and Financial Sense’s Lead Wealth Advisor Aaron Wiegman discuss the importance of life insurance and why it’s a crucial component to a financial plan at any age..

Living Tax-Free In an Era of Rising Taxes

Sep 30 – On this edition of Lifetime Income, Jim Puplava and Chris Preitauer discuss tax-free living in an environment where politicians on both sides of the political aisle are discussing rising taxes. There is a bill in the House and one in the Senate that are aimed...

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