Jan 30, 2023 – As part of our Financial Sense Newshour podcast, we use every Monday to take on subjects that relate to longer-term planning—whether that be for retirement, general financial planning considerations, tax changes...
Jan 23, 2023 – Today, we pick up with the second part of our Lifetime Planning discussion on Secure Act 2.0, which was passed December 29, 2022 and includes a number of important changes to the Setting Every Community Up for Retirement...
Jan 17, 2023 – Did you know employers can face lawsuits over a 401(k) they provide their employees? Jim and Chris Puplava discuss the two most common causes for such lawsuits and the minimum steps that should be taken...
Jan 9, 2023 – Secure Act 2.0 was passed December 29, 2022 and includes a number of important changes to the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. Today, we discuss some of the key details...
Jan 2, 2023 – Financial Sense's Aaron Wiegman and Finance of America Reverse's Kellan Brown discuss the ins and outs of reverse mortgages, home equity conversion mortgages, and why these options are becoming attractive for many Americans...
Dec 26, 2022 – Financial Sense's Aaron Wiegman and Crystal Colbert discuss the various steps and considerations investors may want to keep in mind when it comes to giving or donating to charities. This may include the use of a charity ratings...
Dec 19, 2022 – Financial Sense Newshour's Jim Puplava speaks with Betsy Brill, President of Strategic Philanthropy, to explain the importance of giving to charities in a prudent and strategic manner, especially in the case of large donations. As Betsy...
Dec 12 – Are you thinking of selling your business? Financial Sense Newshour speaks with Chris Vanderzyden at Legacy Partners to discuss her latest book, Master Your Exit Plan: Sell Your Business, Preserve Your Legacy. Chris explains the roadmap...
Dec 5 – There are a number of things that need to be done in case a spouse or loved one passes away, whether notifying various government agencies like social security or reaching out to life insurance companies, banks, credit card companies...
Nov 28 – On today's Lifetime Planning episode, Jim Puplava speaks with Putnam's Chris Hennessey to get an update on the tax landscape for individuals and businesses for 2023 and 2024, especially after the recent mid-term elections. Jim and Chris discuss...
