Lifetime Planning

How to Eliminate Estate and Capital Gains Taxes

Aug 29 – A recent law was passed making it possible to eliminate both estate and capital gains taxes using a special exemption for surviving spouses. We discuss the details of this law, who it applies to, and how to take advantage of it...

How to Protect Your Assets with Domestic and Offshore Trusts

Aug 22 – Jim Puplava welcomes Kevin Day from Tresp, Day, & Associates to discuss the various strategies that individuals and business owners can take to protect assets, many of which go beyond the partial protection of insurance, when it comes to...

Chris Vanderzyden on Overcoming the Biggest Risks When Selling Your Business

Aug 15 – Are you thinking of selling your business? Financial Sense Newshour speaks with Chris Vanderzyden at Legacy Partners to discuss her latest book, Master Your Exit Plan: Sell Your Business, Preserve Your Legacy. Chris explains the roadmap...

Josh & Crystal on What You Should Know About the Housing Market Right Now

Aug 8 – On today's Lifetime Planning episode, Josh Nunn and Crystal Colbert discuss major trends impacting the housing market and how housing is at an extreme point in history when you take a look at the most current data. Josh and Crystal dig into...

Why Pilates Is Becoming Increasingly Popular for Young and Old

Aug 1 – Pilates is a low impact method of strengthening and stretching, especially when it involves the use of a so-called "reformer." On today's edition of Lifetime Planning, we speak with Melissa Bentivoglio, Co-Founder of Frame Fitness...

Sarah Lindsey on Slowing US Housing and Real Estate Market

Jul 25 – Certified Mortgage Planner Sarah Lindsey says the 20% gains on home prices for the last couple years were an absolute anomaly and we are now going to return to a more 'normal' market. What does that mean for prices ahead when...

The ABCs of Successful Aging

Jul 18 – In today's Lifetime Planning episode, we are joined by Dr. Alan Castel, a professor at UCLA and author of the book Better with Age: The Psychology of Successful Aging. In addition to explaining the ABCs of successful aging, Dr. Castel...

Pre-Retirement Planning and Avoiding Gotcha Taxes

Jul 11 – What are the most important steps to take before you retire and, especially, in order to avoid surprise taxes from your income sources? That's the main topic of today's Lifetime Planning podcast with certified financial planners...

Chris Martenson on Great Reset, Great Recession

Jul 5 – Peak Prosperity's Chris Martenson joins Financial Sense Newshour to discuss how the Davos-led Great Reset, which aims to move the global economy away from fossil fuels and towards renewable energy, is rooted in energy ignorance...

How Emotions and Politics Can Ruin Your Retirement Goals

Jun 27 – On today's Lifetime Planning episode, Jim Puplava and Josh Nunn discuss how to think of retirement planning as you would in running a business, why it's important to keep in mind the things that you can and cannot control...

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