James J. Puplava, CFP®'s Contributions

Protecting Your Assets From Lawsuits

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...

Things You Need to Do Now Before Year End

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...

How to Make the Most of Your Charitable Giving This Season

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...

Mitzi Perdue on the Art of Keeping Families Together

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...

Interested in Cruising? Here Are the Facts

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...

The Truth Behind 2019’s Most Popular Wellness Trends

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...

The Liquidity Rush: Why Markets Are Heading Higher

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...

End of Year Tax Tips

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...

Exodus: The Greatest Migration Story of the Next Decade

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...

Housing Market at an Important Inflection Point, Says Ralph McLaughlin

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...

Putting Your Estate in Order

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...

Things to Do Before Year End

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...

The Stock Market Is Booming! Here's Why...

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...

The Fed Cut Rates Again, Here’s What Retirees Need to Do

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...

US Stocks Hit New Records

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...

Important Changes to Medicare in 2020

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...

Gold Heading Higher as Currencies Reset, Says Frank Holmes

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.

Diane Gaswirth on What You Need to Know About Medicare Annual Enrollment

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...

A Complete Guide to Creating a Life Plan for a Special Needs Child

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...

Bad Advisor, Bad Advice, Disastrous Outcome

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...

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