Jan 20 – On today’s edition of Lifetime Planning, Financial Sense Wealth Management’s Lead Wealth Advisors Becki Sutton and Aaron Wiegman break down financial planning. They explain what a financial plan actually entails, what kind of conversations you’ll want to have with your...
Jan 13 – Jim Puplava and Crystal Kessler delve into one of the most sweeping changes to retirement planning, the SECURE Act. Jim tells listeners what to watch out for with the new set of rules and explains how to plan accordingly. He also looks at changes to income tax...
Jan 7 – On today’s Millennial Monday, Crystal Kessler, Josh Nunn and Justine Hall share tips and tricks on how you can get into great financial shape for the coming year and decade. They discuss ways you can save more money, how you can be more intentional in...
Dec 30 – 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 to take advantage of a Roth IRA? They also discuss...
Dec 29 – Jim Puplava and Chris Preitauer 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, IRA accounts and how to annuitize your pension...
Dec 23 – On this edition of Lifetime Planning, Jim Puplava welcomes Dan Prescher from International Living. Having lived in seven Latin American communities in four countries, Dan knows the in’s and out’s of living overseas....
Dec 22 – Find out how it could be beneficial to open a Roth account on today’s edition of Lifetime Income. Jim Puplava speaks with Associate Wealth Manager Crystal Kessler about theperks of IRAs at any stage in life. Whether you’re just starting out or nearing retirement...
Dec 16 – Jim Puplava talks to Dr. Ken Druck about the do's and don'ts of family gatherings. Dr. Druck shares helpful tips and things to be mindful of as we head into a season that can be filled with family and relatives. Rather than...
Dec 16 – So many gifts have value that can be considered an investment or that have value beyond the holidays. On this edition of Lifetime Planning Jim Puplava and Chris Preitauer discuss gifts that are used and remembered for years to come...
Dec 9 – You can get sued for just about anything. How do you protect yourself, especially if you have significant assets? On this edition of Lifetime Planning, Jim Puplava welcomes Kevin Day from Tresp, Day, & Associates. Kevin discusses various strategies...
