How can life insurance be used as a tax-efficient tool in retirement planning? In today’s presentation, James Puplava and Crystal Colbert, CFP® from Financial Sense Wealth Management explore a strategic approach designed to help high-income earners reduce their tax burden in retirement. This innovative method incorporates a life insurance policy into your retirement plan, transforming it into a powerful financial tool that functions like a personalized pension. Not only does this strategy provide a steady and reliable income stream, but it also offers significant tax advantages—benefiting both you and your loved ones for generations. During the presentation, we’ll unpack the mechanics of this approach, examining the key features that make it particularly appealing for those in higher tax brackets. Discover who stands to gain the most, the potential benefits and limitations, and why this strategy could be a game-changer for individuals navigating higher taxation. Tune in to learn how to build a financial legacy that minimizes taxes while maximizing wealth. Watch here: https://lnkd.in/gRFggCQr
Financial Sense® Wealth Management
Financial Services
San Diego, CA 975 followers
Navigate toward a better financial future
About us
We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth. At Financial Sense Wealth Management, we are fiduciaries, which means we act in our client’s best interest giving individualized and independent advice with no proprietary funds. We provide a unique experience to every client, tailored to their individual needs. At Financial Sense® Advisors, Inc. Registered Investment Advisor and Financial Sense® Securities, Inc. broker/dealer, member FINRA/SIPC we offer comprehensive financial planning for retirement, executive compensation, and business owners. We also produce market commentary through articles and podcasts, covering everything from financial planning, economic analysis and market insights; because we believe an educated investor is a wise investor. Are you an investment advisor or broker who feels out of sync with your current broker/dealer or RIA? Do you wish you could offer your clients a full variety of investments like bullion and coins, foreign currency/stock, but still offer the basics like stocks, bonds, mutual funds, ETFs, insurance, and annuities? Do you want access to some of the best independent investment research available? If you're an investment advisor or broker looking for a place you and your clients can feel more at home, consider Financial Sense® Wealth Management. We offer the personal service and feel of a small, boutique office, with the back office functionality of a large wirehouse. We'll help you transition your book of business, and offer you the tools to manage it effectively and keep it growing. Visit http://www.financialsense.com
- Website
-
https://www.financialsensewealth.com/
External link for Financial Sense® Wealth Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- San Diego, CA
- Type
- Privately Held
- Founded
- 1985
- Specialties
- Wealth Management, Financial planning, Retirement Plannning, Estate Planning and Wealth Transfer, Annuities, Life Insurance, Tax Strategies and Planning, Executive Comp Planning, Risk Management, Portfolio Management, and Macro Economic View
Locations
-
Primary
10809 Thornmint Rd
Fl 2
San Diego, CA 92127, US
Employees at Financial Sense® Wealth Management
Updates
-
Financial Sense Newshour's James Puplava interviews Mark P Mills, Executive Director of the National Center for Energy Analytics, on the rapidly growing demand for electricity in the US, driven by AI, data centers, EVs, reshoring of manufacturing, and the increasing need for reliable baseload power. Mills explains how data centers alone consume around 50 times more electricity per square foot than office buildings, and AI infrastructure is intensifying demand. Mills emphasizes that natural gas will remain the primary source of new electricity due to its affordability, scalability, and reliability compared to renewables. He critiques the unrealistic reliance on intermittent power sources like wind and solar, highlighting the urgent need for smarter energy planning to prevent future grid instability and blackouts. Want to know more about what's likely to happen under a Trump administration and with energy policy the next four years? Listen in and find out: https://lnkd.in/gGXzKUS8
America’s Power Surge: Mark Mills on AI, Data Centers, and Natural Gas
financialsense.com
-
In today's podcast, we're going to discuss how Bitcoin got to $100,000 looking at its philosophical and technological foundations with early seed investor and leading Bitcoin expert Trace Mayer who began investing in it and recommending it when it was less than one dollar. Mayer, who also helped create the Mayer Multiple for valuing Bitcoin, discusses the 7 network effects of Bitcoin, how we are moving from the 6th (financialization) to the 7th (a settlement currency), and why it outcompetes both gold and fiat money. This is a very important show that should help answer many questions about what Bitcoin is, how it got to $100,000, and where it is likely headed. Listen here: https://lnkd.in/gCbu9Jsw
Bitcoin Hits $100,000 – Central Banks May Have to Start Buying It, Says Trace Mayer
financialsense.com
-
James Puplava interviews Scott Chaverri, CEO of Mito Red Light, who left a successful career in finance to explore the transformative potential of red light therapy, which continues to grow in use. Together, they dive into the science behind this non-invasive treatment, which enhances mitochondrial function to support cellular health and longevity. The discussion covers a wide range of potential therapeutic benefits, including improved sleep, pain management, skin rejuvenation, muscle recovery, and even hair growth. Chaverri shares practical tips on selecting the right device—whether a panel, portable unit, or full-coverage bed—and how to measure light intensity and dosage for optimal results. With its growing popularity and scientific backing, this episode offers a comprehensive guide to incorporating red light therapy into your wellness routine. Note: Any information discussed in today's podcast or presented below is not intended as medical advice and should not be considered a substitute for the guidance provided by a licensed healthcare professional. Listen here: https://lnkd.in/gFm7F3h4
From Wall Street to Wellness: Scott Chaverri on the Red Light Revolution
financialsense.com
-
Christian Takushi explores the potential winners and losers of a second Trump presidency, focusing on regions such as Europe, Mexico, Israel, South America, and beyond. He also provides an update on the recent opening of the new Chancay megaport in Peru, a development that will significantly boost trade between China (and the broader Asian region) and South America. Christian examines the geostrategic implications of this event, Peru’s efforts to counterbalance it through a deeper military agreement, and how the U.S. has responded to these developments. Listen here: https://lnkd.in/gcjy29ez
Geopolitics Under Trump 2.0: Winners, Losers, and China’s South America Play
financialsense.com
-
Podcast: Why Dividends Make Financial Sense in Today's Markets In today's Lifetime Planning episode of the Financial Sense Newshour, we explore the tax benefits and strategic advantages of investing in dividend-paying stocks, especially in today's market. We explore why dividend-paying stocks, often overlooked in favor of growth stocks, can play a crucial role in your investment portfolio. Learn from the strategies of Warren Buffett, who emphasizes investing in companies with strong cash flows and a competitive edge. Understand how reinvesting dividends can significantly enhance your returns over time, backed by historical data and academic research. Listen here: https://lnkd.in/gZXWcN7C
Why Dividends Make Sense in Today's Markets
financialsense.com
-
James Kostohryz discusses the post-election geopolitical landscape and, according to his analysis, the high probability of direct war between Iran and Israel in the weeks and months ahead. James provides a fascinating breakdown of the thinking and strategy from each and why, he thinks, a full-blown war is inevitable between the two countries sooner than many realize. Read full comments and analysis here: https://lnkd.in/gpTdesNc
Post-Election Geopolitics: Preparing for Mideast War, Potential Oil Shock
financialsense.com
-
In Depth: Dollar Devaluation and the Next Stage of US Industrial Policy The United States has long held a belief in the power of free trade, but as experts Marc Fasteau and Ian Fletcher argue, this belief is not shared by other major economies around the world. In their new book, "Industrial Policy for the United States: Winning the Competition for Good Jobs and High Value Industries," Fasteau and Fletcher present a three-pronged approach—what they call their “three pillars of industrial policy”—involving strategic investments, protectionism, and a devaluation of the US dollar. Given the significance of this book and the potential impact it could have on the markets and the global economy in the coming years should these policies be fully implemented, we recently engaged in an in-depth conversation with Marc Fasteau and Ian Fletcher on FS Insider. Our discussion focused on the key details of their book when it comes to free trade, the role of government in technology, the potential methods of devaluing the US dollar, and much more. The US dollar is currently overvalued by about 16% against a trade-weighted basket of other currencies, they argue. Fasteau and Fletcher propose a market access charge, as outlined in a 2019 Senate bill... Read here: https://lnkd.in/gZRG3zvD
In Depth: Dollar Devaluation and the Next Stage of US Industrial Policy
financialsense.com
-
Financial Sense® Wealth Management reposted this
Thanks to the #FinancialSense and Cris Sheridan for hosting TheMacroButler where we discuss reflation; the relationship between wars and government debt and the potential for gold to outperform stocks and bonds in times of war. https://lnkd.in/gNFWZZ-F
Interview With The Financial Sense 16.10.2024
themacrobutler.substack.com
-
Just read about a pretty good iPhone hack, so I thought I’d share! Have you ever wanted to take a picture but missed it trying to open your camera? Or wanted to take a quick screenshot and struggled to push the buttons on both sides simultaneously? Did you know you can set it up so that you can make either of these happen just by tapping the back of your phone? 🤯 Here's the scoop on "Back Tap": ⚡️ Quick Setup: Settings > Accessibility > Touch > Back Tap You’ll see two choices: “Double Tap” and “Triple Tap.” Each lets you tell your phone to do something when you tap its back twice or three times. 🎯 Cool uses: ✅ Take a quick screenshot ✅ Use your camera quickly ✅ Mute ringer instantly ✅ Turn on the flashlight 🤔 What would you use Back Tap for? Share your ideas below! #iPhoneTips #ProductivityTricks