How High-Income Earners Can Leverage Life Insurance for a Tax-Efficient Retirement

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...

Don't Panic, Proactively Plan for What's Ahead

Aug 5, 2024 – The stock market has seen a swift decline with the volatility index spiking to levels typically associated with severe panics. Today, Financial Sense's Jim Puplava and Cris Sheridan discuss why stocks began selling off last week and how we at Financial Sense Wealth Management are assessing current market risks, including an overview of recent changes made in client portfolios.

A survivor's Guide: Who to Contact after a Loved One's Death

Jul 15, 2024 – When a spouse or loved one passes away, there are many important tasks that must be undertaken. This includes informing key government agencies, such as the Social Security Administration, and contacting life insurance...

How to Lower Your Estate Taxes with ILITs and SLATs

Jul 1, 2024 – Starting in 2026, there's a very good chance estate taxes are going to increase. Today, Jim Puplava and Crystal Colbert discuss two different strategies to lower your estate taxes using an Irrevocable Life Insurance Trust (ILIT)...

Pitfalls and Mistakes When Caring for Aging Parents

June 17, 2024 - In today's Lifetime Planning segment, Jim Puplava engages in an insightful conversation with Carolyn Rosenblatt from AgingParents.com.

Understanding Estate Planning: Wills, Trusts, and Powers of Attorney

n today's Lifetime Planning segment, we explore the fundamentals of estate planning with Adam Sherry, an attorney specializing in estate planning, trust administration, and probate at Spector & Sherry. Adam discusses...

Debt-Free Careers: 4-Year University, 'Two Pus Two' Program, or Trade School?

In today's Lifetime Planning segment, Financial Sense Newshour explores the rising costs of college education when comparing public vs private schools, in-state vs out-of-state, junior college, and trade school...

How to Avoid IRS Problems and Defend Yourself in an Audit – Interview with Tax Expert Dan Pilla

What are the key areas the IRS looks for in conducting an audit and what steps should you take if you receive a notice? Today, Jim Puplava of Financial Sense Wealth Management speaks with tax and litigation expert Dan Pilla on why there's been an increase in IRS tax audits and IRS collection efforts....

Strategic Financial Planning Ahead of Coming Tax Law Changes

Taxes are likely heading higher and there are a number of ways individuals can prepare. In today's Lifetime Planning podcast, we discuss how tax brackets and tax laws are likely going to change and the various options available...

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Rob Strauss on Advanced Estate Planning Strategies Ahead of the 2024 Elections

Changes to the tax code are coming and time is running out to make essential changes to estates, wills, and trusts. In today's Lifetime Planning episode of the Financial Sense Newshour, estate planning expert and "Super Lawyer"...

LIFETIME PLANNING: THE 4% WITHDRAWAL RULE YOU CAN'T OUTLIVE OR OUTSPEND

The 4% withdrawal rule is a decades-old doctrine of retirement financial planning. Propounded by financial planner Bill Bengen in the 1990s, it suggests that retirees can withdraw 4% of their retirement savings annually...

LIFETIME PLANNING: HOW TO OPTIMIZE YOUR IRA AND REDUCE TAXES

In today's Lifetime Planning episode of the Financial Sense Newshour, Jim Puplava and Crystal Colbert explore the potential advantages Roth IRAs present in retirement and estate planning with tax-free growth and distributions...

Dividends for the long run on taxes and income

In the latest episode of the Financial Sense Newshour's Lifetime Planning segment, hosts Jim Puplava and Cris Sheridan delve into the world of blue-chip dividend stocks. They explore a timeless investment strategy...

tAX PLANNING FOR 2024: PLAN NOW OR PAY MORE LATER

It's that time of the year again when we as taxpayers must settle up with Uncle Sam. In today's Lifetime Planning segment, we look at the good news, bad news, and various ways people can maximize the tax efficiency of their income...