Lifetime Income Series
Sep 19 – In today’s Lifetime Income podcast, Dick Gregerson, President of JANAS Consulting, explains some of the key considerations for those that wish to sell their business and retire. Dick discusses strategies involved, how these...
Sep 18 – Do you spend more time planning your next week-long vacation or your retirement? In today’s Lifetime Income podcast, Jim Puplava and John Loeffler discuss the strategies that individuals absolutely need to be making if they want to succeed for...
Sep 12 – You may have heard the commercial or seen the ad declaring that Ken Fisher, the well-known investment analyst, hates annuities. Well, our next guest, Moshe Milevsky, explains why annuities are controversial in the first place...
Sep 11 – Would you choose to file at age 62, 66, or 70? The decision you make could impact you in a major way in your future retirement endeavors. For this week’s Lifetime Income Series case study see what Karl and Lisa Chang did...
Sep 5 – There are a variety of advantages that individuals and businesses aren’t aware of when it comes to maximizing the value of a 401(k) plan. Financial planners Jim Puplava and Paul Horn explain everything you need to know...
Sep 4 – States with high-income taxes may see a huge hit under the Republican and Trump tax plans, accelerating the exodus of high wage earnings and businesses to more tax friendly jurisdictions. Jim calls this “the great American tax...
Aug 29 – What are the various ways you can protect your assets from confiscation, high taxation, litigation or otherwise? Elizabeth Morgan of Elizabeth Morgan & Associates explains the various tools and the types of individuals that would want to...
Aug 28 – Welcome to the retirement apocalypse. It is estimated that ten thousand baby boomers will retire every day for the next two decades. Sadly, only a fraction of those people has sufficient retirement savings. In today’s podcast...
Aug 22 – Jennifer Stevens at International Living joins Financial Sense Newshour to discuss everything you wanted to know about living and retiring abroad, especially when it comes to saving money! Jennifer goes through IL’s comprehensive...
Aug 21 – In today's Lifetime Income podcast, we look at the cities and states in the US where you can live well for a much lower cost. We also discuss the various countries around the world that have the highest ranking for where to live...
Aug 15 – On today’s Lifetime Income podcast, Dr. Wade Pfau, Professor of Retirement Income at the American College of Financial Services and also the founder of Retirement Researcher, joins Financial Sense Newshour to discuss the...
Aug 14 – According to the data, you’ll likely spend around $260k out-of-pocket on healthcare costs during retirement…and that’s if you are lower income. Upper-income individuals will pay almost twice that. Unfortunately, these unaffordable costs...
Aug 8 – New York Times bestselling author Joel Fuhrman joins Financial Sense Newshour in this special podcast interview to discuss his latest highly acclaimed book, The End of Heart Disease. From Amazon: “Grounded in the latest scientific research...
Aug 7 – How much do you need to save for healthcare expenses and what’s the best way to go about it? That’s the main topic of today’s Lifetime Income podcast where we look at the average figures for healthcare-related expenses, how longevity...
Aug 1 – It may not be as bad as you think. The President and Republican tax proposal include individual taxes, corporate taxes, estate taxes, and the loss of deductions.
Jul 31 – Most Americans fail a basic financial literacy test. Results also show that women tend to fare much worse than men when it comes to understanding finances. In today’s Lifetime Income podcast, Jim Puplava and John Loeffler go..
Jul 25 – Jason Schlinger joins us for today’s Lifetime Income podcast to discuss how to use life insurance to assist with estate tax problems. Jason explains ILITs or Irrevocable Life Insurance Trusts, how you can use them to pay for...
Jul 24 – Congress had created new tax incentives when it comes to 401(k)s, pensions, and IRAs. There are two important dates we’ll discuss in today’s Lifetime Income podcast, including the different ways to save, how to do so in a tax-efficient...
Jul 18 – In today’s Lifetime Income podcast, Financial Sense Newshour welcomes IraLogix’s Lowell Smith to explain specific strategies that employees and the self-employed can make. Prior to his time in the private sector, Lowell spent nine...
Jul 17 – Just as technology has changed how we live, it has also changed when and how we retire. For example, an increasing number of people are choosing a robo-advisor over a human to help them plan for the future in terms of savings...
