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...
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...
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...
Nov 29 – In honor of this Thanksgiving week, we are re-airing an interview with a long-time listener and guest, Mitzi Perdue, where she discusses strategies that pull families together and ways to prevent money from pulling families apart. Mitzi is the author...
Nov 25 – If you are thinking about going on a cruise, what are the differences between cruise lines? When should you go to get the lowest prices and the best amenities? What necessity should you buy before the trip that will save you a bundle...
Nov 25 – On this edition of Lifetime Planning, Jim Puplava and Chris Preitauer discuss the nutrition and fitness trends of 2019. Covered in this episode are meatless meats, cucumber diets, eggs, intermittent fasting, home fitness gyms...
Nov 22 – Ryan Puplava starts things off and explains what moved the markets this week. Then Jonathan Krinsky says the market's firing on all cylinders and shares areas he thinks are about to break out. Silver expert David Morgan discusses commodities and in the Big Picture Jim Puplava and Chris Preitauer look at the liquidity rush...
Nov 18 – Many tax deductions have been phased-out. What should you do now? How can you make gifting work to your financial advantage? What thing, if missed, creates a 50% penalty? Joining Jim Puplava on Lifetime Planning...
Nov 17 – Jim Puplava and Chris Preitauer take a closer look at what Jim says will be the great migration story of the next decade. Jim walks listeners through possible 2020 election outcomes and what they could mean for billionaires...
Nov 15 – Ryan Puplava gives this week's market wrap, then Art Hill joins the program to discuss the market rally and health, then housing expert Ralph McLaughlin explains why this is an important moment in the housing market. Chris Puplava...
Nov 11 – Jim Puplava welcomes Kevin Day from Tresp, Day and Associates, Incorporated. Jim and Kevin discuss important details of estate planning: the why, the how and the when. While thinking about a will or a trust...
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 8 – Ryan Puplava gives this week's market wrap-up and explains the drivers behind another push to new record highs. Next, Richard Dickson at Lowry Research provides a technical update on the market and, lastly, Robert Rapier discusses oil...
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 1 – Ryan Puplava gives this week's market wrap. Then Erin Swenlin shares her technical analysis of the markets and explains why her weekly indicators have turned positive. Then Bloomberg's Mike McGlone joins the program and discusses gold...
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 25 – Ryan Puplava talks about what moved the markets. Tom McClellan says that everything is lined-up for a good finish. Frank Holmes talks commodities, and Chris Preitauer and Jim Puplava examine the economy and the markets.
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...
