Financial Sense Newshour: Lifetime Planning

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Here Are the Steps to Follow if a Spouse or Loved One Passes Away

Dec 5 – There are a number of things that need to be done in case a spouse or loved one passes away, whether notifying various government agencies like social security or reaching out to life insurance companies, banks, credit card companies...

Putnam's Chris Hennessey on Post Mid-Term Tax Landscape

Nov 28 – On today's Lifetime Planning episode, Jim Puplava speaks with Putnam's Chris Hennessey to get an update on the tax landscape for individuals and businesses for 2023 and 2024, especially after the recent mid-term elections. Jim and Chris discuss...

Yvette McGaffin at Reform RX on Pilates and Moving with Purpose

Nov 21 – Jim Puplava speaks with Yvette McGaffin, a functional movement specialist, CEO and co-founder of Reform RX, and creator of the Reform method about the gaining popularity of Pilates for not just strengthening and exercise but also for...

Looking to Retire Overseas? International Living Discusses Cheapest and Best Places to Move Abroad

Nov 14 – In today's Lifetime Planning episode, Financial Sense Newshour speaks with International Living's Jennifer Stevens about best places to retire overseas when it comes to weather, health care, cost-of-living and other factors...

Here's Your Year-End Planning Checklist for Distributions, Donations, and Conversions

Nov 7 – Financial Sense Wealth Management's Aaron Wiegman and Josh Nunn discuss the most important things to do and complete by year-end when it comes to required minimum distributions, year-end tax planning considerations...

Good and Bad News About the Recent Social Security Changes

Oct 31 – In today's Lifetime Planning episode, Financial Sense's Jim Puplava covers all the recent changes to Social Security, including the big cost of living increase due to high inflation, the bump up in Social Security taxes, changes to Medicare premiums...

Karen Covy on Divorce, Technological Traps, and Hidden Assets

Oct 24 – In today's Lifetime Planning episode, Financial Sense Newshour's Jim Puplava speaks with divorce coach and attorney Karen Covy on the role of technology on divorce today, the impact that Covid has had not just on divorce rates but also...

These Are the Four Keys to Long-Term Health

Oct 17 – Spread out in specific pockets of the globe, there are communities where people not only live much longer than average but also have far less rates of dementia, cardiovascular disease, and all sorts of other diseases. Today, we discuss the four keys...

Financial Planning for the Decade Ahead: Taxes, Inflation, and Financial Repression

Oct 10 – In today's Lifetime Planning episode, Jim Puplava discusses three self-reinforcing trends that will likely be in place for the remainder of the decade: higher taxes, higher inflation, and the implementation of what is called 'financial repression'...

Are These Six Biases Destroying Your Investment Portfolio?

Oct 3 – In today's Lifetime Planning episode, Aaron Wiegman and Crystal Colbert discuss the six most common biases that hinder investors from making optimal financial decisions, particularly when it comes to their investment portfolio...