Lifetime Planning

Nov 10 – On this edition of Lifetime Planning, Jim Puplava and Chris Preitauer discuss key things that affect most people at the end of the year. Whether it’s the ability to "sneak" more money into your 401(k), gifting stock to loved ones...

Nov 4 – Jamie Hopkins talks to Jim Puplava about how to create a secure income in retirement. They talk about what Fed rate cuts mean for retirees and Jamie explains some factors to be considered when deciding what age to begin taking Social Security...

Nov 4 – On this month’s edition of Millennial Monday, Crystal Kessler and Justine Hall provide a crash course in everything related to credit. They discuss why a good credit score is important, how to achieve a high score, what you can do to raise your score...

Oct 28 – On this edition of Lifetime Planning, Chris Preitauer welcomes businesswoman and entrepreneur Mitzi Perdue. In addition to her own success, her father founded the Sheraton hotel chain and her late husband...

Oct 28 – On this edition of Lifetime Planning, Jim Puplava and Chris Preitauer discuss coming change to Medicare. Though the changes don’t go into effect until next year, enrollment has already begun and is open through December 7, 2019...

Oct 21– Tanja Hetser, author of Work Optional: Retire Early the Non-Penny-Pinching Way, is back on the program and this time she speaks with Justine Hall about why she believes retirement needs a rebrand. They discuss redefining the way we...

Oct 21 – Jim Puplava interviews Diane Gaswirth from United Healthcare. On this episode, she discusses the three important points that should be considered when shopping for coverage: choice, care and experience. Diane also provides a careful breakdown...

Oct 14– Lifetime Planning welcomes Hal Wright, CFP® and author of The Complete Guide to Creating a Special Needs Life Plan: A Comprehensive Approach Integrating Life, Resource, Financial, and Legal Planning to Ensure a Brighter Future for a Person with a Disability...

Oct 14 – On this edition of Lifetime Planning, Jim Puplava and Chris Preitauer discuss the devastating fallout from someone who put the direction of their estate in the hands of...

Oct 7 – 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....