Premiere Retirement With Jeff Vogan

In this episode Jeff discusses today's economic market and geopolitical news - what you need to know. Also whether gold should be part  of your retirement portfolio, and he answers listener questions. 

In this episode Jeff discusses what retirees and investors should be watching for in the next 30 days, gifting money to adult children, and he also answers listener questions. 

In this episode Jeff discusses the retirement squeeze, why it still feels tight. Also target date funds - set it and forget it or not. He also answers listener questions. 

In this episode Jeff discusses why a rigid retirement plan can fail you,  risk - are you taking too much or too little, and he answers listener questions

In this episode Jeff discusses todays financial market, inflation, fed policy, and politics. Also whether your 401K is ready for retirement and he answers listener questions. 

In this episode Jeff discusses inflation, rates, and risk - why retirement just got harder. He also answers listener questions, and discusses what the first meeting with Premiere Retirement looks like. 

In this episode Jeff discusses early retirement - why the real danger starts after you quit working. Also the "Take That Uncle Sam" rule of retirement planning, and he answers listener questions. 

In this episode Jeff discusses how retirement planning is more complex today, set-it-and-forget-it retirement plans are a recipe for running out of money, and he answers listener questions. 

In this episode Jeff discusses whether retirees are walking into a trap, what's the real magic number to retire comfortably and he answers listener questions. 

In this episode Jeff discusses what matters most for retirees right now and where the opportunities are for investors. Also are you on track for retirement and he answers listener questions. 

In this episode Jeff discusses the retirement squeeze - inflation, war, and market risks colliding. Also things retirees wish they'd known before they retired. 

In this episode Jeff discusses whether world events should change your retirement plans, the number one mistake that causes people to unretire, and he answers listener questions.

In this episode Jeff discusses news stories that could affect retirees for the next decade, why so many Americans think they can't retire, and he answers listener questions. 

In this episode Jeff discusses how the US, Isreal, and Iran conflict could affect your retirement. Also ways smart retirees protect their money during a geo-political crises, and he answers listener questions. 

In this episode Jeff discusses global conflict, rising rates, and retirement risks. Also sequence of return risk, and he answers listener questions. 

In this episode Jeff discusses volatility, rates, and retirement - what you should do now. Also retirement mistakes you'll regret forever, and he answers listener questions. 

In this episode Jeff discusses out-of-the-box investments wealthy investors swear by, fixed index annuities and bonds, LIRPS, and he answers listener questions. 

In this episode Jeff discusses whether the 2025 retirement playbook is still good in 2026. He also answers listener questions, and what the Premiere Retirement Roadmap initial meeting looks like. 

In this episode Jeff discusses wealth preservation and risk management, long term care strategies for families with large estates, and he answers listener questions. 

In this episode Jeff discusses the dangers and shortcomings of oversimplified retirement plans, the 5 retirement decisions you need to get right before retirement, AI can't do your retirement planning, and he answers listener questions. 

In this episode Jeff discusses the market and economy and what it means for retirees. Also is the 60/40 portfolio still dead or misunderstood? Then are you on track for tax savings in 2026? He also answers listener questions. 

In this episode Jeff discusses markets and retirement income. he also challenges the 4% withdrawal rate, rebalancing your retirement portfolio nearing or in retirement, and he answers listener questions. 

In this episode Jeff discusses markets, inflation, and what retirees should do in 2026. Also retirement risks that did not exist 20 years ago, how to prepare for potential inflation this spring, and he answers listener questions.

In this episode Jeff discusses the year 2025 in review, what to look for in 2026, and he answers listener questions. 

In this episode Jeff discusses current event headlines, top retirement concerns being discusses online, the Premiere Retirement Roadmap, and he answers listener questions. 

In this episode Jeff discusses current event headlines, holiday market fears, protecting a spouse in retirement, and he answers listener questions.

In this episode Jeff discuses current event headlines, what you may be missing from your retirement portfolio, retirement move to make before year end, and he answers listener questions. 

In this episode Jeff discusses current event headlines, what you may be missing from your retirement portfolio, retirement moves to make before year end, and he answers listener questions. 

In this episode Jeff discusses current event headlines, ways to lower your risk in retirement, gifting while you're alive and kicking, and he answers listener questions. 

In this episode Jeff discusses current events, signs your current retirement plan may not be right for you, Warren Buffet quotes, and he answers listener questions. 

In this episode Jeff discusses current events, alternative investments, listener questions, and life changes, so should you estate plan. 

In this episode Jeff discusses current events in the market and economy, the rule of 240 paychecks, and he answers listener questions. 

In this episode Jeff discusses the One Big Beautiful Bill and how it affects investors and retirees. 

In this episode Jeff discusses current events, tax smart investing strategies, listener questions, and liquidity triggers.

In this episode Jeff discusses direct indexing vs mutual funds or ETFs. Also, the unique needs of high-net worth investors, and he answers listener questions. 

In this episode Jeff discusses current events, how to prepare for falling interest rates, listener questions, and target date funds.

In this episode Jeff discusses the Premiere Retirement investment philosophy, being your financial quarterback, listener questions, and estate taxes, the silent wealth assassin. 

In this episode Jeff discusses 1.      The Market's Most Unpredictable Stretch (September to November) 2.     Sector and Style Rotations – Where We See Opportunity 3.     Listener Questions 4.     Beyond Stocks – Where Fixed Income and Commodities Fit" 

In this episode Jeff discusses direct indexing versus mutual funds or ETFs. Also the unique needs of high net worth investors, he also answers listener questions and talks about Q3 and Q4 planning. 

In this episode Jeff discusses current economic events, when risk is appropriate and when it's not, and he answers listener questions. 

In this episode Jeff discusses the state of the economy and markets, longevity and healthcare in retirement, and he answers listener questions. 

In this episode Jeff discusses current economic events and does a checkup on the markets. Also strategies to make retirement savings last 30 years, 10 problems to solve before retirement, and he answers listener questions. 

In this episode Jeff discusses current economic events, ways to structure income in retirement, the difference between a big chain advisory firm and Premiere Retirement, and he answers listener questions. 

In this episode Jeff discusses the One Big Beautiful Bill and how it affects investors and retirees. 

In this episode Jeff discusses what's happening in the market and economy, achieving financial independence, and he answers listener questions. 

In this episode Jeff discusses current events. He answers listener questions and then talks about estate planning for the great wealth transfer. 

In this episode Jeff discusses current events, how to plan for early retirement, and he answers listener questions. 

In this episode Jeff discusses current events, answers listener questions, and what to expect during the first 5 years in retirement

In this episode Jeff discusses Elon Musk calling the Big Beautiful Bill a "disgusting abomination", why AI alone doesn't cut it for financial planning, and he answers listener questions. 

In this episode Jeff discusses current economic events, ways to make your portfolio more income focused in retirement, and he answers listener questions.