Lifetime Planning

Charitable Planning Strategies: Are You Leaving Your Money to People, Charities, or the IRS?

Oct 23, 2023 – On today's Lifetime Planning segment, Financial Sense Wealth Management's Crystal Colbert and Aaron Weigman discuss various charitable planning strategies that can maximize the tax benefits from giving to...

How to Live to 100 – Nick Buettner on Living the Blue Zone Way of Life

Oct 16, 2023 – Many people think the key to living a long life is simply genetics, but research has shown that is not the case. In this insightful interview, Blue Zones' Nick Buettner shares invaluable wisdom on living a vibrant and fulfilling life to 100...

Transitioning to Medicare – Here's What You Need to Know

Oct 9, 2023 – Financial Sense Wealth Management's Crystal Colbert and Aaron Weigman answer some of the most frequently asked questions about transitioning from an employer-sponsored health plan to Medicare. For example, when should I start the process?...

Brian McArthur on Avoiding Medicare Penalties and Possible Big Changes to Medicare Plans

Oct 2, 2023 – On today's Lifetime Planning segment of the Financial Sense Newshour, Jim Puplava speaks with Medicare expert Brian McArthur on how to avoid late enrollment penalties when applying for Medicare. Brian outlines...

Putting Together an Estate Plan: Wills, Trusts, and Powers of Attorney

Sept 25, 2023 – On today's Lifetime Planning segment, we discuss the essentials of an estate plan with Adam Sherry, an attorney specializing in estate planning, trust administration, and probate at Spector and Sherry...

Sarah Lindsey on Housing Market: Inventory Still a Major Issue Nationwide

Sep 18, 2023 – Mortgage expert Sarah Lindsey explains how we've seen a 60% appreciation in home prices over the past two years and even with mortgage rates now well into the 7% range for 30-year fixed, there's just not enough inventory...

Carolyn Rosenblatt on the Do's and Don'ts of Dealing with Aging Parents

Sep 11, 2023 – In today's Lifetime Planning segment, Jim Puplava sits down with Carolyn Rosenblatt from AgingParents.com to discuss a wide range of issues—including some crucial do's and don'ts—when it comes to caring for an aging parent...

Life Insurance Basics – Understanding the 'DIME' Approach, Term vs. Permanent, and More

Sep 4, 2023 – It's Life Insurance Awareness Month and in today's Lifetime Planning podcast, Aaron Wiegman and Crystal Colbert discuss the basics of life insurance when it comes to when to get a policy, the various types of policies, the 'DIME' approach...

Millions of Baby Boomers Are Selling Their Businesses – Here's One Tax-Efficient Way They Are Doing It

Aug 28, 2023 – As millions of baby boomers retire and sell their businesses, one method is gaining traction: the Employee Stock Ownership Plan (ESOP). Why? Well, there are a few different benefits but one of the biggest is due to its potential tax...

The Lifetime Planning Guide – A Comprehensive Approach Towards Managing Your 401(K)

Aug 21, 2023 – Navigating the financial world can often seem overwhelming, but fear not! In this episode of the Financial Sense Newshour, hosts Jim and Chris Puplava simplify it to its bare essentials. With a focus on 401(K)'s - a major asset...

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