Lifetime Planning

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...

Golden Years in the Golden State: How Prop 19 Shapes Retirement Planning in California

May 8, 2023 – Join us for an informative Lifetime Planning episode, as hosts Crystal Colbert and Aaron Wiegman discuss tax savings from California's Proposition 19. In this episode, they'll examine the impact Prop 19 has on individuals over the age of 55, shedding light...

Selling Your Business to Your Employees: The ESOP Solution

With Aaron Wiegman

May 1, 2023 – On today's episode of Lifetime Planning, we have a special guest, Michael Webb from Business Transition Advisors, who sheds light on the fascinating world of ESOPs or Employee Stock Ownership Plans. Michael shares his insights...

Yvette McGaffin on Pilates: The Ultimate Full Body, Low Impact Workout for All Ages

Apr 24, 2023 – Yvette McGaffin at ReformRX discusses why Pilates is quickly becoming the ideal fitness regimen for men and women of all ages. Originating in rehabilitating soldiers, Pilates has evolved into a widespread practice...

Chris Martenson on Energy, Hard Assets, and the Petrodollar's Collapse

Apr 17, 2023 – Delve into energy's crucial role on the geopolitical stage, the US-China policy rift, and an impending global shift towards tangible assets in this riveting discussion with expert Chris Martenson.

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