Lifetime Planning

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...

Work Optional: Retire Early the Non-Penny-Pinching Way

Sept 3 –Jim Puplava interviews Tanja Hester about her new book Work Optional: Retire Early the Non-Penny-Pinching Way. She and Jim discuss how she retired at 38 and the roadmap she developed so others can do the same...

Lone Survivor: What Widows and Widowers Need to Know

Sept 2 – Jim Puplava and Chris Preitauer cover many important issues married couples will need to consider in their financial plan. They discuss how to replace lost income when the first spouse passes away, how to deal with medical and healthcare decisions...

Coffee and Avocado Toast Aren’t Keeping Millennials From Investing

Aug 26– On this special Tuesday edition of Millennial Monday Crystal Kessler and Justine Hall explore what’s really keeping millennials from investing, saving for retirement and buying homes. They dispel myths about millennials and money...

Dear Graduate, Here Are Nine Mistakes You Don’t Want to Make

Aug 26 – On this edition of Lifetime Income’s Millennial Monday Crystal Kessler and Josh Nunn take a deep dive into everything you need to know about taking that first step into adulthood. They cover how to start saving, investing, achieving work-life balance and provide important...

Thinking of Selling Your Business? Here’s What You Need to Know

Aug 20 – Dick Gregerson joins Jim Puplava to discuss some of the most important things to consider when selling your business. They go over how to manage taxes, the importance of establishing succession teams and more. Selling a business isn’t like selling a house or car...

Exploring the Four Trillion Dollar Wellness Economy

Aug 19 – On this edition of Millennial Monday, Crystal Kessler, Josh Nunn and Justine Hall delve into the four trillion dollar wellness economy and examine what's driving it to become an even larger player in the years ahead. They look at the fitness and nutrition industries...

How to Cut Your Cost of Living in Half Without Cutting Your Lifestyle

Aug 13 – On this edition of Lifetime Income, Jim Puplava welcomes Dan Prescher from International Living. Having lived in seven different Latin American communities in four countries, Dan knows...

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