Lifetime Planning

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...

The Vulture Syndrome: Circling an Elder for the Cash

Sep 24 – In this edition of Lifetime Planning, Jim Puplava welcomes back to the program Carolyn Rosenblatt. She is an RN, an attorney, and a consultant for families with aging loved ones...

How You Can Design an Optimal Retirement Income Strategy

Sep 23 – Jim Puplava and Chris Preituaer discuss three methods you can employ to ensure you have income you can count on when retirement hits. They cover how to manage and minimize taxes...

Protect Your Income, Lower Your Risk

Sep 16 – We’re back to low interest rates and the Fed is expected to continue to lower rates further. If you’re retired and dependent on your investments for income....

Dividends for the Long Run

Sep 16 – Sooner or later we’re going to have a recession and bear market. You don’t want to go through sequence risk and lose 30%-40% of your investments if so. In this edition of Lifetime Income, Jim Puplava and Chris Preitauer discuss the surprising...

1 in 5 Suffer From Elder Abuse

Sep 9 – On this edition of Lifetime Income, Jim Puplava discusses the disturbing, but pervasive issue of elder abuse with Carolyn Rosenblatt. Carolyn is an RN, an attorney, and a consultant for families with...

How to Survive a Recession and Bear Market

Sep 9 – You’re seeing falling interest rates and it looks like another rate cut is coming. Long term bond yields are almost as low as they were in the summer of 2016 and there’s talk that this time...

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