Lifetime Planning

Aug 26, 2024 – In today's Lifetime Planning segment of the Financial Sense Newshour, estate planning expert Rob Strauss at Weinstock Manion discusses potential changes to estate tax laws and their implications for high-net-worth individuals...

Aug 19, 2024 – In today's Lifetime Planning episode, Financial Sense Newshour's Jim Puplava and Cris Sheridan discuss the importance of dividends when it comes to long-term investment performance. We also discuss how seasoned investors...

Aug 5, 2024 – The stock market has seen a swift decline with the volatility index spiking to levels typically associated with severe panics. Today, Financial Sense's Jim Puplava and Cris Sheridan discuss why stocks began selling off last week and...

Jul 29, 2024 – In today's Lifetime Planning episode, we tackle a number of tax-efficient and income-maximizing strategies that can be utilized ahead of retirement. Topics include Roth conversions, backdoor Roths, potential Harris vs. Trump impacts...

Jul 22, 2024 – On today's Lifetime Planning segment, Medicare expert Brian McArthur warns of a significant disruption to Medicare pricing as part of the Inflation Reduction Act set to take effect in 2025. He specifically points out that the most...

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...

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)...

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...

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...

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...