Lifetime Income Series
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...
Jul 11 – Did you know that elder abuse is actually more prominent among family members vs. outside help? In today’s podcast, we discuss everything you need to know about elder care: the various risks, planning consideration...
Jul 10 – What are the most important questions people need to ask themselves before they retire? It all boils down to 4 main things: Can I afford it? Is it the right time? How will my spouse and family be affected? And, lastly, do I really want to?
Jul 4 – Exercise is extremely important! And, as you age, there are certain types of exercise that are more important than others. We are joined today by Erica Pitsch, a Doctor of physical therapy and a board certified specialist in neurologic...
Jul 3 – For most Americans, their home represents their largest asset. Thus, with real estate prices rising at a pretty good clip and almost back to where they were at the peak, the big question is, should you sell? Jim answers this question...
Jun 27 – Today’s podcast is all about annuities—the different types, options, add-ons, costs, and, most importantly, which ones are appropriate for you, if at all. As you’ll hear, depending on your situation, there are “good” annuities...
Jun 26 – When most people think of the poor and broke, they don’t imagine millionaires (or even billionaires) that spent all their money and made outrageously stupid financial decisions…and, yet, the number of rich and famous people that...
Jun 20 – Disasters can strike at any moment—that’s why it’s best to be prepared for them. Today, we discuss the types of disasters that can occur, step by step instructions on how to prepare for them, and everything else you need to know...
Jun 19 – Today’s Lifetime Income podcast looks at the problem of escalating medical expenses—how much is commonly spent—and the various ways to prepare for and mitigate this problem before it’s too late.
Jun 13 – Today we are joined by National Geographic explorer Dan Buettner to discuss his research on the lifestyles and practices of various regions around the globe called Blue Zones where people live much longer than normal.
Jun 12 – Just as you need to make sure you are ready for any type of surgery or operation, you also need to do the same for retirement. In today’s Lifetime Income podcast we provide a checklist every person should have as they reach...
Jun 6 – What happens if a financial planner uses faulty assumptions when determining your investments? In today’s podcast, Paul Horn and Jim Puplava explain the common pitfalls in using long-term historical averages when conducting...
Jun 5 – For many decades, retirement consisted of a three-legged stool of social security, a pension, and personal savings. Then, starting in the 1970s, guaranteed pensions were slowly phased out for the more familiar 401(k) plan. Today, we...
May 30 – Rob Franek, Editor-in-Chief of The Princeton Review, discusses the colleges today that give students the best bang for their buck in terms of internships, job placement, and overall education costs. Rob also explains the key...
May 29 – 529 plans are an ideal way to save for college education. On today's podcast, we discuss what they are, how to use them, their tax advantages, and everything else you need to know in terms of their benefits, limits, and more.
May 23 – Jim welcomes College Finance Consultant Kathy Ruby from College Coach. Kathy has extensive experience counseling families on financial aid applications and discusses how students and their families can compare financial aid...
May 22 – Parents and children face a daunting task on how to finance a college education with education costs rising at a 6-8% inflation rate. We look at six ways, including scholarships, student loans, and 529 plans, on the best way...
May 16 – Basically, all weight loss diets out there are fads except for one key thing, which is what makes them work…if they do at all. Mike Matthews at Muscle for Life explains the scientific basis of “energy balance,” the difference between...
May 15 – 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...
May 9 – “Get a full-time job in 9 months. Start your career now. No degree required.” Sound too good to be true? Today, we speak with two guests, a leader of Praxis and a Praxis graduate, about the 9-month apprenticeship program...
