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...
Dec 8 – On this edition of Lifetime Planning Jim Puplava and Chris Preitauer discuss key dates and thresholds that occur prior prior to 2020. Whether it’s Medicare, RMD distributions, key tax brackets, above...
Dec 2 – As the holiday season begins, it’s important to consider what type of charitable giving you want to factor into your year end plans. Kyle Casserino from Fidelity Charitable joins the Lifetime Planning program to explain how donor advised funds can work for...
Dec 1 – December is one of the most popular months in the U.S. for acquiring new cars. But, should you buy or should you lease? On this month’s edition of Millennial Monday Josh Nunn, Crystal Kessler and Justine Hall explore the pros and cons...
Nov 29 – In honor of this Thanksgiving week, we are re-airing an interview with a long-time listener and guest, Mitzi Perdue, where she discusses strategies that pull families together and ways to prevent money from pulling families apart. Mitzi is the author...
Nov 25 – If you are thinking about going on a cruise, what are the differences between cruise lines? When should you go to get the lowest prices and the best amenities? What necessity should you buy before the trip that will save you a bundle...
Nov 25 – On this edition of Lifetime Planning, Jim Puplava and Chris Preitauer discuss the nutrition and fitness trends of 2019. Covered in this episode are meatless meats, cucumber diets, eggs, intermittent fasting, home fitness gyms...
Nov 18 – Many tax deductions have been phased-out. What should you do now? How can you make gifting work to your financial advantage? What thing, if missed, creates a 50% penalty? Joining Jim Puplava on Lifetime Planning...
Nov 17 – Jim Puplava and Chris Preitauer take a closer look at what Jim says will be the great migration story of the next decade. Jim walks listeners through possible 2020 election outcomes and what they could mean for billionaires...
Nov 11 – Jim Puplava welcomes Kevin Day from Tresp, Day and Associates, Incorporated. Jim and Kevin discuss important details of estate planning: the why, the how and the when. While thinking about a will or a trust...
