Lifetime Planning

Nov 18, 2024 – In today's Lifetime Planning edition of the Financial Sense Newshour, we discuss a range of tax-efficient investing strategies that can save you significant amounts in taxes, particularly if you're in a high tax bracket. We’ll cover the advantages of investing in...

Nov 11, 2024 – With millions of baby boomers retiring annually, a growing number are choosing to sell their businesses. One increasingly popular option, offering potential tax advantages, is selling to employees through an Employee Stock Ownership Plan...

Oct 28, 2024 – In today's Lifetime Planning episode, Financial Sense Wealth Management's Jim Puplava discusses important strategies to reduce your 2024 tax bill before year end. Key topics include understanding increased tax penalties...

Oct 21, 2024 – If you are a high-income earner seeking effective ways to reduce your tax burden for both yourself and your heirs, this episode is for you. In today's Lifetime Planning show, Jim Puplava and Crystal Colbert discuss a helpful strategy favored by...

Oct 14, 2024 – Kevin Matsukado, an emergency preparedness specialist, joins Financial Sense Newshour to highlight crucial strategies for individuals, families, and organizations to be ready for unforeseen disasters. He discusses often-neglected yet...

Oct 7, 2024 – On today's Lifetime Planning segment of the Financial Sense Newshour, Medicare expert Brian McArthur at Design My Medicare addresses many frequently asked questions for those enrolling in Medicare, which takes place...

Sep 30, 2024 – In today's Lifetime Planning segment of the Financial Sense Newshour, we’re going to explore the key details on the expiration of the Trump tax cuts on January 1, 2026, and who is going to be impacted by this. We’ll also be diving into...

Sep 16, 2024 – Financial Sense Newshour speaks with Hal Wright, author of The Complete Guide to Creating a Special Needs Life Plan, to walk listeners through the important steps families can take when planning for a loved one with special needs...

Sep 9, 2024 – Are you a high-income earner hoping to eliminate taxes for yourself and your heirs? In today’s episode of Lifetime Planning, Jim Puplava and Crystal Colbert explore a powerful strategy used by the wealthy to create a tax-free income stream...

Aug 26, 2024 – In today's Lifetime Planning segment of the Financial Sense Newshour, estate planning expert Rob Strauss at Weinstock Manion discusses potential changes to estate tax laws and their implications for high-net-worth individuals...