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Lifetime Income Series

Charitable Giving Pt 2: What to Look For

Dec 17 — On this edition of Lifetime Income, Jim Puplava and Betsy Brill from Strategic Philanthropy discuss what to look for in a charity and how to get to know an organization prior to making your donation. This is....

Charitable Giving: Making the Best of Making a Difference

Dec 17 – For many, the holidays are a season of giving back— showing gratitude for family, friends and coworkers, and donating to charitable organizations. In today’s show we explore the intricacies of giving...

Business Succession or Business Selling?

Dec 10 — On this edition of Lifetime Income, Jim Puplava interviews the Managing Director of Woodbridge International, Larry Reinharz about the challenges of transferring a business to the next generation. Is it sometimes better...

Urgent: Tax Moves to Make Now Before Year End

Dec 10 — Major tax changes went into effect as a result of the Tax Cuts and Jobs Act passed last December. On this edition of Lifetime Income, Jim Puplava and Chris Preitauer discuss what should be done before...

The Psychological and Social Impact of Media

Dec 4 – Joining us on this edition of Lifetime Income is Dr. Pamela Rutledge, Director of the Media Psychology Research Center. She and Jim Puplava discuss the psychological and social impact of media and technology on...

N.U.A. – Straight Outta the IRS

Dec 3 – On this edition of Lifetime Income, Jim Puplava and Chris Preitauer discuss the world’s most dangerous retirement strategy: NUA (Net Unrealized Appreciation)...

Kotlikoff: The Rules for Retirement Planning Have Completely Changed!

Nov 27 – Our guest on Lifetime Income this week is Laurence Kotlikoff, a professor of economics at Boston University and a NY Times best-selling author. Laurence explains how his retirement planning software, MAXIFI, completely...

Key Topics for Couples Considering Retirement

Nov 26 – In today’s Lifetime Income show, we discuss important topics that should precede the decision to retire. Without these conversations, couples can retire prematurely, experience budget stress in retirement, or run out of retirement...

Family Glue and the Art of Keeping Families Together

Nov 20 – On this edition of Lifetime Income, Jim Puplava and Mitzi Perdue discuss strategies that pull families together and the centrifugal force that pulls families apart. Mitzi also discusses how to identify gold diggers ...

It's Time To Put on Your Life Jacket

Nov 19 – On this episode of Lifetime Income, Jim Puplava and Chris Preitauer discuss how fleeting gains in the stock market can be and why this is especially important for individuals who are retired or within a 10 year window of retirement. Tune in to find out why it's time to grab your life jacket and get defensive...

It's Never Been a Better Time to Buy Investment Property, says Kathy Fettke

Nov 13 - With 10,000 boomers retiring daily, many are talking about retirement, but some are talking about renting to those retirees. Jim Puplava and Kathy Fettke discuss “Opportunity Zones” (where you can defer paying taxes until 2026), identifying trends that can inform decisions about where to buy investment property, and how tax reform made this a better time to buy.

Protecting Your Second Biggest Asset From Major Losses

Nov 12 - On this episode of Lifetime Income, Jim Puplava and Chris Preitauer discuss protecting your second biggest asset which is most likely your 401(k), 457 or 403(b) plan. Depending on your age or when you intend to retire, this can have significant importance. Jim and Chris discuss strategy, philosophy, and pitfalls relevant to protecting this very important asset.

Jamie Hopkins on Rewirement: Rewiring the Way You Think About Retirement

Nov 6 - Common misconceptions, assumptions, and behavioral biases often prevent people from building robust and flexible retirement plans—and this is an enormous problem. If you don’t know your decisions are based on false assumptions, how can you avoid making serious mistakes?....

Protecting Your Income When Markets Fall

Nov 5 - Here at Financial Sense, we've received several inquiries about protecting capital and income in an uncertain and volatile market. On this edition of Lifetime Income, Jim Puplava and Chris Preitauer discuss how to de-risk your portfolio, play defense, build cash reserves, and much more. Don't blindly ride this roller coaster.

Maximizing Employer Stock Options

Oct. 29 – On this edition of Lifetime Income, Paul Horn and Chris Preitauer discuss the benefits of employee stock options and how to best benefit from those options. Among the details discussed are tax benefits, discounted stock...

Chris Hennessey on How to Benefit From Recent Tax Changes

Oct 23 – Financial Sense interviews Chris Hennessey at Putnam Investments on who will be positively and negatively impacted by the recent tax changes. Hennessey discusses the various tax brackets, state and local tax deductions (SALT)...

Two Events That Could Put You in the Poor House

Oct 22 – We have all heard sad stories about seniors or elder citizens that end up in financial difficulties. On this edition of Lifetime Income, Jim Puplava and Chris Preitauer discuss two common occurrences that can create financial...

Medicare Annual Enrollment Has Begun: What You Should Know

Oct 16 – Medicare enrollment began on October 15. On this edition of Lifetime Income, Jim Puplava interviews Diane Gaswirth from United Healthcare. Diane has a knack for simplifying Medicare. On this episode...

Predictable Income

Oct 15 – Now that you’re no longer working with a weekly paycheck, the most important part of your finances is having a predictable source of income to live off of during your golden years. In today’s low interest rate environment...

5 Things Every Woman Should Know About Social Security

Oct 9 – 85% of all survivors receiving Social Security are women because women tend to live longer. On today’s edition of Lifetime income, Jim Puplava interviews Yolanda York about Social Security from a female perspective. Yolanda is a Public Affairs...

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