Lifetime Planning

Survivor's Guide: Who to Contact After a Loved One's Death

Feb 17, 2025 – When a spouse or loved one passes away, there are many important tasks that must be undertaken. This includes informing key government agencies, such as the Social Security Administration, and contacting life insurance...

Big Changes Are Coming to Medicare in 2025

Feb 10, 2025 – Big changes are coming to Medicare and Social Security in 2025, and if you’re on Medicare—or soon will be—you need to know how these updates could impact your costs and coverage. Today, we cover rising premiums, deductible increases...

Last Chance for 2024: How to Make the Most of Your IRA and HSA Contributions

Feb 3, 2025 – Discover the secrets to maximizing your tax savings and retirement planning in our latest episode of Lifetime Planning. Jim Puplava and Crystal Colbert reveal how you can still make impactful contributions to traditional and Roth IRAs...

Safeguard Your Wealth: The 2025 Financial Planning Checklist

Jan 6, 2025 – In our first show for 2025, Jim Puplava of Financial Sense Wealth Management outlines essential steps to achieve and maintain financial health in the new year with a comprehensive financial planning checklist, especially...

The Four Horsemen of Health Disease: Winning the Battle for Longevity

Dec 30, 2024 - In today's Lifetime Planning health segment, Jim Puplava and Cris Sheridan dive into Peter Attia's essential read, Outlive: The Science and Art of Longevity, exploring Attia's insights on longevity. Jim outlines the dire health threats...

Why Wealthy Americans Are Choosing Malta for Second Citizenship

Dec 16, 2024 – Where are wealthy Americans choosing to relocate outside the US? In today's Lifetime Planning episode on the Financial Sense Newshour, Jim Puplava speaks with Christopher Willis, Managing Director of Latitude Consultancy, about...

Why Dividends Make Sense in Today's Markets

November 25, 2024 – Explore the tax benefits and strategic advantages of investing in dividend-paying stocks in today's Lifetime Planning episode of the Financial Sense Newshour. We dive deep into dividend investing and look at the advantages...

Navigating Tax Cuts and Political Changes: Your 2024-2025 Planning Guide

Nov 18, 2024 – In today's Lifetime Planning edition of the Financial Sense Newshour, we discuss a range of tax-efficient investing strategies that can save you significant amounts in taxes, particularly if you're in a high tax bracket. We’ll cover the advantages of investing in...

Employee Stock Ownership Plans: A Tax-Savvy Approach to Selling Your Company

Nov 11, 2024 – With millions of baby boomers retiring annually, a growing number are choosing to sell their businesses. One increasingly popular option, offering potential tax advantages, is selling to employees through an Employee Stock Ownership Plan...

Cut Your 2024 Tax Bill Before It's Too Late

Oct 28, 2024 – In today's Lifetime Planning episode, Financial Sense Wealth Management's Jim Puplava discusses important strategies to reduce your 2024 tax bill before year end. Key topics include understanding increased tax penalties...

invest with us
.
apple podcast
spotify
randomness