Lifetime Planning

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...

How High-Income Earners Can Leverage Life Insurance for a Tax-Efficient Retirement

Oct 21, 2024 – If you are a high-income earner seeking effective ways to reduce your tax burden for both yourself and your heirs, this episode is for you. In today's Lifetime Planning show, Jim Puplava and Crystal Colbert discuss a helpful strategy favored by...

Five Steps for Emergency Preparedness

Oct 14, 2024 – Kevin Matsukado, an emergency preparedness specialist, joins Financial Sense Newshour to highlight crucial strategies for individuals, families, and organizations to be ready for unforeseen disasters. He discusses often-neglected yet...

Understanding Medicare Costs and Benefits: Brian McArthur Answers Your Questions

Oct 7, 2024 – On today's Lifetime Planning segment of the Financial Sense Newshour, Medicare expert Brian McArthur at Design My Medicare addresses many frequently asked questions for those enrolling in Medicare, which takes place...

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