Lifetime Income Series
Jul 17 – 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...
Jul 16 – In today’s Lifetime Income podcast, we cover a topic that is on the minds of many this time of the year—travel. Whether it’s off to see the kids or grandkids or a trip overseas, there are a number of essential steps that you need...
Jul 10 – Jim welcomes Professor Andrew Scott, Professor of Economics at the London Business School, and co-author of The 100-Year Life. Professor Scott notes that with every new decade, lifespan is now increasing by 2-3 years...
Jul 7 – With the advancement of technology, we are beginning to see more opportunities being created for people to work in the rapidly growing “gig economy.” In today’s Lifetime Income, we look at the people, jobs...
Jul 3 – Financial Sense Newshour’s Paul Horn interviews Elizabeth Morgan of Elizabeth Morgan & Associates to discuss the variety of tools available for individuals when it comes to asset protection, tax shelters, and more. Ms. Morgan...
Jul 2 – In our last podcast, we identified three storm fronts that are building in the financial markets. Today, we look at these more in-depth and what investors should be doing to prepare their portfolios, especially if they are near or in retirement.
Jun 26 – Financial Sense Newshour interviews Nina Teicholz to discuss her must-read 2014 book, The Big Fat Surprise: Why Butter, Meat, and Cheese Belong in a Healthy Diet. In this wide-ranging interview, Nina discusses why...
Jun 25 – People don’t necessarily think of diet and the quality of retirement as being connected BUT they most certainly are! In today’s Lifetime Income, we discuss the stats related to various diseases, especially for Americans...
Jun 19 – Mark Kantrowitz at Savingforcollege.com joins us today to discuss 529 plans—how they fit into saving for college and education, their main benefits, how they affect financial aid, gift and estate tax benefits, which 529 plan...
Jun 18 – In this week’s Lifetime Income podcast, we discuss the problems facing Social Security, Medicare, and the Disability trust fund, including their expected dates of depletion according to the trustee’s report...
Jun 12 – Paul Horn, financial planner at Financial Sense Wealth Management, explains the importance of having periodic discussions about money, wealth, and finances with family members. Studies show that most believe this should be...
Jun 11 – This week we’re going to cover the importance of leaving a legacy to your loved ones and the generation that you leave behind. This show is not just about money, but also the values you impart to your children and...
Jun 5 – Jim Puplava welcomes certified yoga instructor Helena Bray to discuss the numerous mental and physical health benefits of yoga, especially when it comes to the aging process. Helena explains the reasoning behind...
Jun 4 – Can you enjoy a tax-free retirement, legally? It sounds too good to be true, right? Think again! One reason why people with money figure out ways to hold onto their money is by taking advantage of LEGAL methods of reducing...
May 29 – In today’s podcast, Financial Sense Newshour interviews Moshe Milevsky on the ins and outs of annuities—what they are, who they’re appropriate for, and the different types of annuities that are available, including index...
May 28 – What steps should you be taking to make sure the emotional and financial transition to retirement goes as smoothly as possible? Today, we discuss the various stages of retirement and three most important questions you...
May 22 – Financial Sense Newshour interviews Mark Kantrowitz on the new record high in student debt loans and what this means for individuals, the economy, and the markets as a whole. Mark Kantrowitz is a nationally-recognized expert on student financial...
May 21 – The US just set another debt record. This time, it’s with college students as student debt loans now exceed $1.5 trillion. With this being graduation month for many seniors, we’re going to look at alternatives to the...
May 15 – Not many people realize it yet but the tax reform bill passed by Congress late last year had some hidden impacts when it comes to the costs of divorce. Today, we discuss these with divorce lawyer, mediator, and...
May 14 – It's that time of year for the parents of students to prepare for high school graduation and taking the next step in college planning. The cost of tuition keeps climbing and that has many parents concerned with how...
