Episodes
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What Really Scares You About Retirement?
In this episode Jeff discusses what really scares you about retirement, tax tips with Taylor, the election is coming up. should your retirement plan vote too? and he answers listener questions.
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Year-End Decisions That Can Shape Your Retirement
In this episode Jeff discusses 10 year-end decisions that can shape your retirement. We also hear tax tips with Taylor, retiring with what you have and making it work, and he answers listener questions.
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A Million Dollars Saved, But How Much Is Yours To Spend?
In this episode Jeff discusses a million dollars saved, but how much is yours to spend? Also Tax Tips with Taylor, listener questions, and AI can give you financial answers, but can it give you a complete retirement plan?
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4 Out-Of-The-Box Retirement Move The Wealthy Swear By
in this episode Jeff discusses 4 out of the box moves the wealthy swear by. Also fixed index annuities and bonds, LIRPS - the retirement solution or just one tool, and he answers listener questions.
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The October Retirement rest - Financial Moves To Consider Before December 31st
In this episode Jeff discusses the October retirement reset - financial moves to consider before December 31st. Also Taylor Vogan's Tax Tips, listener questions, and the Premiere Retirement Roadmap review - what to expect.
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The Retirement Reset: Higher Rates, Higher Markets—and Decisions Retirees Need to Make Now
In this episode Jeff discusses: The Retirement Reset: Higher Rates, Higher Markets—and Decisions Retirees Need to Make Now Tax Tips with Taylor Listener Questions Stock Splits – More Shares, More Money?
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Artificial Intelligence - Is It Out To Kill Us?
In this episode Jeff discusses the recent opinion that in 10 years, AI could kill us. Also the retirement tax window most people ignore or waste, the retirement bucket list price tag, and he answers listener questions.
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The 3 Million Dollar Couple Case Study - Are They Really Ready To Retire?
In this episode Jeff discusses a case study of a couple with 3 million dollars - are they really ready to retire? He also answers listener questions.
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The Retirement Economy Has Changed - What Retirees Should Do Now
In this episode Jeff discusses how the retirement economy has changed and what retirees should do now. Also whay now may the time for an annuity checkup and he answers listener questions.
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The CPA And Financial Advisor Disconnect
In this episode Jeff discusses the disconnect between the CPA and Financial Advisor. Also, the annuity boom - why retirees are choosing protection over risk, and he answers listener questions.
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Why 65 Is The Most Dangerous Number In Your Retirement Plan
In this episode Jeff discusses why 65 is the most dangerous number in your retirement plan. Also essential estate planning documents, and he answers listener questions.
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Will A Solid Retirement Plan Make It Through Any Economic Storm?
In this episode Jeff discusses whether a solid retirement plan can make it through any economic storm. Also DIY retirement planning versus a professional retirement planner, and he answers listener questions.
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What Last Week's Economic Reports Mean or Your Retirement and Investments
In this week's episode Jeff discusses what last week's economic reports mean for retirees and investors. Also how to master the 5 years before retirement, and he answers listener questions.
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How To Invest During Inflationary Times and Economic Uncertainty
In this episode Jeff discusses how to invest during inflationary times and economic uncertainty. Also the five percent diversification rule - why one stock shouldn't make or break retirement. Jeff also answers listener questions.
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What Changed This Week And What It Means For Your Retirement
In this episode Jeff discusses what changed this week in the economy and markets and what it means for your retirement. Also why rebalancing your portfolio matters, and he answers listener questions.
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Four Out Of The Box Retirement Moves
In this episode Jeff discusses 4 out of the box retirement moves the wealthy swear by, fixed index annuities and bonds strengthen your retirement portfolio, LIRPS, and he answers listener questions.
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What This Week's Economic News Means For Retirees
In this episode Jeff discusses what this week's economic news means for retirees, what happened in the first half of 2026 in the market, and he answers listener questions.
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Today's Market, Political, and Geopolitical News Of Interest To Retirees
In this episode Jeff discusses today's market, political, and geopolitical news. Also declaring your financial independence, and he answers listener questions.
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What Retirees and Future Retirees Should Be Watching For Today
In this episode Jeff discusses what retirees and future retirees should be watching for today. Also mistakes people make when choosing a financial advisor, and he answers listener questions.
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June Retirement Moves Smart Retirees Are Making
In this episode Jeff discusses June retirement moves smart retirees are making right now, 2026 retirement rule changes, and he answers listener questions.
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Market News And Geopolitical News Retirees Should Know About
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.
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What Retirees And Investors Should Be Watching For In The Next 30 Days
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.
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The Retirement Squeeze - Why It Still Feels Tight.
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.
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Why A Rigid Retirement Plan Can Fail You
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
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Todays Financial Market, Inflation, Fed Policy, And Politics' Effect On Your Retirement
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.
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Inflation, Rates, and Risk - Why Retirement Just Got Harder
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.
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Early Retirement - Why The Real Danger Starts After You Quit Working
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.
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Retirement Today Is More Complex Than Ever
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.
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Are Today's Retirees Walking Into A Trap?
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.
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What Matters Right Now And Where The Opportunities Are Emerging For Investors
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.
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The Retirement Squeeze - Inflation, War, and Market Risk Colliding.
In this episode Jeff discusses the retirement squeeze - inflation, war, and market risks colliding. Also things retirees wish they'd known before they retired.
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Should World Events Cause You To Change Your Retirement Plans
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.
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News Stories That Could Affect Retirees Money Over The Next Decade
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.
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How The US, Isreal, And Iran Conflict Could Affect Your Retirement
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.
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Global Conflict, Rising Rates, and Retirement Risks
In this episode Jeff discusses global conflict, rising rates, and retirement risks. Also sequence of return risk, and he answers listener questions.
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Volatility, Rates, And Retirement - What You Should Do Now
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.
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Out Of The Box Investments Wealthy Investors Swear By
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.
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Does The 2025 Retirement Playbook Hold Up in 2026?
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.
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Wealth Preservation and Risk Management
In this episode Jeff discusses wealth preservation and risk management, long term care strategies for families with large estates, and he answers listener questions.
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The Dangers And Shortcomings Of An Oversimplified Retirement Plan.
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.
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Is the 60/40 Stock Bond Portfolio Dead Or Misunderstood?
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.
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Rebalancing Your Portfolio Nearing Or In Retirement
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.
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Markets, Inflation, and What Retirees Should Do in 2026.
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 .
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2025 In Review And A Preview Of 2026.
In this episode Jeff discusses the year 2025 in review, what to look for in 2026, and he answers listener questions.
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Top Retirement Concerns Being Discussed Online
In this episode Jeff discusses current event headlines, top retirement concerns being discusses online, the Premiere Retirement Roadmap, and he answers listener questions.
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Holiday Market Fears
In this episode Jeff discusses current event headlines, holiday market fears, protecting a spouse in retirement, and he answers listener questions.
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What You May Be Missing From Your Retirement Portfolio
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.
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Jeff Answers Questions From Listeners
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.
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Ways To Lower Your Risk In Retirement Without Giving Up Reasonable Returns
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.
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Signs Your Retirement Plan May Not Be Right For You
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.