Lifetime Planning

How to Slash Your Taxes – Interview with Former PayPal and TurboTax CEO Bill Harris

Mar 18, 2024 – It's not often we recommend a book on taxes, but "The Investment Tax Guide: How to Slash Your Taxes" by Bill Harris, former CEO of PayPal and TurboTax now at Evergreen Money, is an exceptional resource for investors...

Strategic Financial Planning Ahead of Coming Tax Law Changes

Mar 4, 2024 – Taxes are likely heading higher and there are a number of ways individuals can prepare. In today's Lifetime Planning podcast, we discuss how tax brackets and tax laws are likely going to change and the various options available...

Rob Strauss on Advanced Estate Planning Strategies Ahead of the 2024 Elections

Feb 26, 2024 – Changes to the tax code are coming and time is running out to make essential changes to estates, wills, and trusts. In today's Lifetime Planning episode of the Financial Sense Newshour, estate planning expert and "Super Lawyer"...

Lifetime Planning: The 4% Withdrawal Rule You Can't Outlive or Outspend

Feb 19, 2024 – The 4% withdrawal rule is a decades-old doctrine of retirement financial planning. Propounded by financial planner Bill Bengen in the 1990s, it suggests that retirees can withdraw 4% of their retirement savings annually...

Lifetime Planning: How to Optimize Your IRA and Reduce Taxes

Feb 12, 2024 – In today's Lifetime Planning episode of the Financial Sense Newshour, Jim Puplava and Crystal Colbert explore the potential advantages Roth IRAs present in retirement and estate planning with tax-free growth and distributions...

Dividends for the Long Run on Taxes and Income

Feb 5, 2024 – In the latest episode of the Financial Sense Newshour's Lifetime Planning segment, hosts Jim Puplava and Cris Sheridan delve into the world of blue-chip dividend stocks. They explore a timeless investment strategy...

Tax Planning for 2024: Plan Now or Pay More Later

Jan 29, 2024 – It's that time of the year again when we as taxpayers must settle up with Uncle Sam. In today's Lifetime Planning segment, we look at the good news, bad news, and various ways people can maximize the tax efficiency of their income...

Kevin Day on Protecting Assets with LLCs, Domestic and Offshore Trusts

Jan 23, 2024 – Lawsuits are a common concern in society today, particularly for business owners who may face a higher risk due to their assets. On this episode of Lifetime Planning, Jim Puplava speaks Kevin Day to explore different approaches...

Preparing for the Unexpected: A Guide to Essential Emergency Actions in 2024

Jan 15, 2024 – Get ready for an exciting episode of Lifetime Planning where we have the privilege of speaking with Kevin Matsukado, a true expert in emergency preparedness, on the popular Financial Sense Newshour podcast. Kevin is here...

Taxes, Politics, and the Economy: What You Can and Can't Control This Year

Jan 8, 2024 – In today's Lifetime Planning podcast, Financial Sense's Aaron Wiegman and Crystal Colbert look at what investors can and cannot control when it comes to taxes, politics, and the economy in 2024. This is an important reminder...

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