Lifetime Planning

Tips to Help You Get Into Financial Shape in 2020

Jan 7 – On today’s Millennial Monday, Crystal Kessler, Josh Nunn and Justine Hall share tips and tricks on how you can get into great financial shape for the coming year and decade. They discuss ways you can save more money, how you can be more intentional in...

Getting a Jump On Taxes

Dec 30 – On this edition of Lifetime Planning, Jim Puplava and Lowell Smith discuss tax planning. What are the limits for taking deductions? How do income limits affect your ability to take advantage of a Roth IRA? They also discuss...

How You Can Design an Optimal Retirement Income Strategy

Dec 29 – Jim Puplava and Chris Preitauer discuss three methods you can employ to ensure you have income you can count on when retirement hits. They cover how to manage and minimize taxes, IRA accounts and how to annuitize your pension...

How to Cut Your Cost of Living in Half Without Cutting Your Lifestyle

Dec 23 – On this edition of Lifetime Planning, Jim Puplava welcomes Dan Prescher from International Living. Having lived in seven Latin American communities in four countries, Dan knows the in’s and out’s of living overseas....

Open a Roth Today, Thank Yourself Tomorrow

Dec 22 – Find out how it could be beneficial to open a Roth account on today’s edition of Lifetime Income. Jim Puplava speaks with Associate Wealth Manager Crystal Kessler about theperks of IRAs at any stage in life. Whether you’re just starting out or nearing retirement...

Do's and Don'ts of Family Gatherings With Dr. Ken Druck

Dec 16 – Jim Puplava talks to Dr. Ken Druck about the do's and don'ts of family gatherings. Dr. Druck shares helpful tips and things to be mindful of as we head into a season that can be filled with family and relatives. Rather than...

The Gifts That Keep on Giving

Dec 16 – So many gifts have value that can be considered an investment or that have value beyond the holidays. On this edition of Lifetime Planning Jim Puplava and Chris Preitauer discuss gifts that are used and remembered for years to come...

Protecting Your Assets From Lawsuits

Dec 9 – You can get sued for just about anything. How do you protect yourself, especially if you have significant assets? On this edition of Lifetime Planning, Jim Puplava welcomes Kevin Day from Tresp, Day, & Associates. Kevin discusses various strategies...

Things You Need to Do Now Before Year End

Dec 8 – On this edition of Lifetime Planning Jim Puplava and Chris Preitauer discuss key dates and thresholds that occur prior prior to 2020. Whether it’s Medicare, RMD distributions, key tax brackets, above...

How to Make the Most of Your Charitable Giving This Season

Dec 2 – As the holiday season begins, it’s important to consider what type of charitable giving you want to factor into your year end plans. Kyle Casserino from Fidelity Charitable joins the Lifetime Planning program to explain how donor advised funds can work for...

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