Lifetime Planning

Coronavirus: The Week That Changed America (Special Report)

Mar 16 – The Federal Reserve and other central banks are throwing everything they can at the markets but investors are still engaged in "fast and furious" panic selling. Jim Puplava and Cris Sheridan explain what has the Fed most worried and what's likely to take place next

How to Avoid Burnout in Retirement With Dr. Gerald Fishkin

Mar 9 – Jim Puplava talks to author and psychotherapist Dr. Gerald Fishkin about burnout and specifically how this can happen to those entering retirement. Fishkin offers tips on what people can do now to create a healthier, more engaged and active...

Marketing to Millennials: Understanding Tomorrow’s Biggest Consumer

Mar 2 – On this month’s edition of Millennial Monday, Crystal Kessler, Josh Nunn and Justine Hall explore the most important trends and best practices when it comes to marketing to millennials. They discuss effective tactics businesses and brands..

Book Interview: The Psychology of Successful Aging

Feb 24 – Jim Puplava talks to Dr. Alan Castel, a professor at UCLA and author of the book Better with Age: The Psychology of Successful Aging. Jim and Alan discuss the myths and paradoxes of getting older and Alan shares his ABCs of successful aging. They look at health

Don’t Forget to Plan for Your Loved Ones

With Aaron Wiegman, Becki Sutton and Justine Hall

Feb 17 – Financial Sense Wealth Management’s Lead Wealth Advisors Becki Sutton, CFA, CFP ® and Aaron Wiegman, CFP ® are back on the podcast to discuss how you can create a financial plan that takes your loved ones into account. They cover...

Preparing for Taxes and Inflation in the Next Decade

Feb 10 – Jim Puplava and Cris Sheridan start things off by looking at two of the most important changes from the SECURE Act. Then Jim dives into tax brackets and explains how it’s possible to lower your taxes by planning ahead. They also discuss...

A Millennial's Guide to Saving for Retirement

Feb 3 – On this month's edition of Millennial Monday, we're talking all things retirement. Crystal Kessler, Josh Nunn and Justine Hall explain how to figure out how much you'll need to save for retirement, how to account for things like inflation and what types of...

How to Stay in Shape as You Age

Jan 27–"Exercise and movement are often the best medicine; they just require more time than taking a pill." This is Dr. Erica Pitsch's motto when it comes to helping her clients attain long-term health and longevity. She and Jim Puplava discuss getting into shape as you age...

Here’s Why You Need a Financial Plan

With Becki Sutton, Justine Hall and Aaron Wiegman

Jan 20 – On today’s edition of Lifetime Planning, Financial Sense Wealth Management’s Lead Wealth Advisors Becki Sutton, CFA, CFP ® and Aaron Wiegman, CFP ® break down financial planning. They explain what a financial plan actually entails, what kind of conversations you’ll want to have with your...

Americans Facing Big Changes to Retirement Under SECURE Act

Jan 13 – Jim Puplava and Crystal Kessler delve into one of the most sweeping changes to retirement planning, the SECURE Act. Jim tells listeners what to watch out for with the new set of rules and explains how to plan accordingly. He also looks at changes to income tax...

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