Lifetime Planning

The Importance of Dividends: How to Retire and Not Outlive Your Assets

Jul 24, 2023 – On today's episode of Lifetime Planning, Jim Puplava from Financial Sense Wealth Management delves into the pivotal role dividends are expected to play in investors meeting their return targets over this decade...

Lifetime Planning: Potential Changes to 401k Rules - What You Need to Know

Jul 17, 2023 – Today we're going to discuss some potential changes to 401k rules that may end up impacting people of certain ages and certain incomes. These rules were put in at the very last moment late last year and are set to go into effect...

Discussion: What Impacts Will Resumption of Student Loan Payments Have on Borrowers?

Jul 10, 2023 – Crystal Colbert and Aaron Weigman take on the issue of student loan payments, which are set to resume after a prolonged moratorium put in place after Covid. They discuss when payments will have to resume, how much this will...

401k Allocation Considerations for Today's Markets

Jul 1, 2023 – After seeing strong gains in the stock market for the first half of the year, Crystal Colbert and Aaron Wiegman look at some important 401k allocation considerations when it comes to harvesting gains, rebalancing among...

Preparing for the Unexpected: A Guide to Essential Emergency Actions

Jun 19, 2023 – In today's Lifetime Planning segment, Kevin Matsukado, an expert in emergency preparedness, joins Financial Sense Newshour to discuss key steps each individual, family, and organization should take to be fully prepared in case...

Is Now a Good Time to Buy a Home?

Jun 12, 2023 – Thirty-year mortgage rates have soared back to over 7%, levels unseen in the past 10-20 years. Coupled with persistently low inventory, these conditions are placing significant pressure on potential homebuyers, challenging...

Securing Your Business's Future: A Guide to Succession Planning and Buy-Sell Agreements

Jun 5, 2023 – On today's Lifetime Planning episode, we explore the vital process of succession planning and delve into the integral role of buy/sell agreements. If you are a business owner and would like to know more about the steps...

Selling Your Business? An ESOP May Provide Significant Tax Savings

May 29, 2023 – Millions of baby boomers are selling their businesses as they retire but there's one option for doing so that is receiving more and more attention where owners sell their business through an ESOP. Why? One word: taxes...

How To Manage Inflation During Retirement

May 22, 2023 – At Financial Sense, we strongly believe that there are compelling arguments supporting the likelihood of inflation remaining at higher-than-average levels for the foreseeable future, potentially even throughout the remainder...

Survivor Checklist - Here's What to Do if a Loved One Passes Away

May 15, 2023 – In the unfortunate event of a spouse or loved one's passing, there are numerous crucial tasks that must be initiated. These responsibilities can include notifying key government agencies, such as the social security department, along with...

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