Lifetime Planning

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

Jul 15, 2024 – 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...

Medicine 2.0: Master Your Metabolism, Master Your Health

Jul 8, 2024 – What is Medicine 2.0 and how can you use it to improve your metabolic health? That's the subject of today's Lifetime Planning segment where Jim Puplava, host of the Financial Sense Newshour, discusses what's referred to as "zone 2 training"...

How to Lower Your Estate Taxes with ILITs and SLATs

Jul 1, 2024 – Starting in 2026, there's a very good chance estate taxes are going to increase. Today, Jim Puplava and Crystal Colbert discuss two different strategies to lower your estate taxes using an Irrevocable Life Insurance Trust (ILIT)...

Former PayPal Founder Bill Harris on Ten Strategies to Lower Your Taxes

Jun 24, 2024 – We don't often recommend books on taxes, but "The Investment Tax Guide: How to Slash Your Taxes" by Bill Harris, co-founder and former CEO of PayPal, now at Evergreen Money, is a must-read for every investor. Today, we re-air our conversation...

Podcast: Pitfalls and Mistakes When Caring for Aging Parents

Jun 17, 2024 - In today's Lifetime Planning segment, Jim Puplava engages in an insightful conversation with Carolyn Rosenblatt from AgingParents.com. They explore a variety of critical topics related to caring for aging parents, including...

Employee Stock Ownership Plans: The Tax Benefits of Selling Your Business Using an ESOP

Jun 10, 2024 – As millions of baby boomers retire each year, many are opting to sell their businesses. One method that is gaining attention and that often carries tax benefits is by selling the business to the employees through an Employee...

The Ultimate Boomer Wellness Playbook with Jim Puplava

Jun 3, 2024 – Today we are going to distill 20-30 health and wellness books and podcasts down into a single episode covering the key lessons learned when it comes to healthy aging. Financial Sense Newshour host Jim Puplava discusses...

Understanding Estate Planning: Wills, Trusts, and Powers of Attorney

May 27, 2024 – In today's Lifetime Planning segment, we explore the fundamentals of estate planning with Adam Sherry, an attorney specializing in estate planning, trust administration, and probate at Spector & Sherry. Adam discusses...

Doug Crawford: Why Trade Schools Are the Future of Education

May 20, 2024 – Welcome to today's Lifetime Planning podcast, where we explore the growing significance of trade schools in our rapidly changing job market. Our special guest, Doug Crawford from Best Trade Schools, explains everything you need to know...

Rob Franek on Average Cost of College and Impact of Protests, AI on Admissions

May 13, 2024 – On today's Lifetime Planning segment, Financial Sense Wealth Management's Jim Puplava speaks with Rob Franek at the Princeton Review about everything related to college: most important criteria when choosing, impacts from protests...

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