All episodes
What Really Scares You About Retirement?
Year-End Decisions That Can Shape Your Retirement
A Million Dollars Saved, But How Much Is Yours To Spend?
4 Out-Of-The-Box Retirement Move The Wealthy Swear By
The October Retirement rest - Financial Moves To Consider Before December 31st
The Retirement Reset: Higher Rates, Higher Markets—and Decisions Retirees Need to Make Now
Artificial Intelligence - Is It Out To Kill Us?
The 3 Million Dollar Couple Case Study - Are They Really Ready To Retire?
The Retirement Economy Has Changed - What Retirees Should Do Now
The CPA And Financial Advisor Disconnect
Why 65 Is The Most Dangerous Number In Your Retirement Plan
Will A Solid Retirement Plan Make It Through Any Economic Storm?
What Last Week's Economic Reports Mean or Your Retirement and Investments
How To Invest During Inflationary Times and Economic Uncertainty
What Changed This Week And What It Means For Your Retirement
Four Out Of The Box Retirement Moves
What This Week's Economic News Means For Retirees
Today's Market, Political, and Geopolitical News Of Interest To Retirees
What Retirees and Future Retirees Should Be Watching For Today
June Retirement Moves Smart Retirees Are Making
Market News And Geopolitical News Retirees Should Know About
What Retirees And Investors Should Be Watching For In The Next 30 Days
The Retirement Squeeze - Why It Still Feels Tight.
Why A Rigid Retirement Plan Can Fail You
Todays Financial Market, Inflation, Fed Policy, And Politics' Effect On Your Retirement
Inflation, Rates, and Risk - Why Retirement Just Got Harder
Early Retirement - Why The Real Danger Starts After You Quit Working
Retirement Today Is More Complex Than Ever
Are Today's Retirees Walking Into A Trap?
What Matters Right Now And Where The Opportunities Are Emerging For Investors
The Retirement Squeeze - Inflation, War, and Market Risk Colliding.
Should World Events Cause You To Change Your Retirement Plans
News Stories That Could Affect Retirees Money Over The Next Decade
How The US, Isreal, And Iran Conflict Could Affect Your Retirement
Global Conflict, Rising Rates, and Retirement Risks
Volatility, Rates, And Retirement - What You Should Do Now
Out Of The Box Investments Wealthy Investors Swear By
Does The 2025 Retirement Playbook Hold Up in 2026?
Wealth Preservation and Risk Management
The Dangers And Shortcomings Of An Oversimplified Retirement Plan.
Is the 60/40 Stock Bond Portfolio Dead Or Misunderstood?
Rebalancing Your Portfolio Nearing Or In Retirement
Markets, Inflation, and What Retirees Should Do in 2026.
2025 In Review And A Preview Of 2026.
Top Retirement Concerns Being Discussed Online
Holiday Market Fears
What You May Be Missing From Your Retirement Portfolio
Jeff Answers Questions From Listeners
Ways To Lower Your Risk In Retirement Without Giving Up Reasonable Returns
Signs Your Retirement Plan May Not Be Right For You
Alternative Investments In Your Portfolio
The Rule Of 240 Paychecks
The One Big Beautiful Bill
Tax Smart Investing Strategies For Retirees
The Unique Needs Of High Net Worth Investrors
How To Prepare For Falling Interest Rates
What's Our Investment Philosophy?
The Market's Most Unpredictable Stretch - September to November
The Unique Needs Of High Net Worth Investors
When Is Risk Appropriate And When It's Not
The State Of The Economy and Markets Today and The Near Future
Strategies To Make Your Retirement Savings Last 30 Years.
Ways To Structure Income In Retirement
The One Big Beautiful Bill
What's Happening In The Markets and Economy
Listener Questions and Answers
Listener Questions Answered
What To Expect In The First Five Years In Retirement
Is The Big Beautiful Bill A "Disgusting Abomination?"
Ways To Make Your Portfolio More Income Focused In Retirement
Life Insurance Retirement Plans
Retirement Rules Often Taken Out OF Context
Trump's First 100 Days
5 Impacts Of The US Trade War
How An Independent Advisor Differs From A Big National Chain Advisor
What's The Market Doing?
Buy The Dip Or Stay The Course
Americans Economic Expectations Hit The Lowest Point In 12 Years.
Is A Recession Looming?
Market Turbulence - How Should You Should Take It
The Retirement Roadmap
Trump's Unconventional Tactics
LIRPS - What Are They And How Are They Used
Answers To Key Issues About IRAs, 401(k)s, and Annuities
Cash Flow Or Income - Which Is More Important?
Investment Opportunities and Threats in 2025
Estate Taxes - The Silent Wealth Assassin
Takeaways From The Inauguration of President Trump
Trump Presidency 2.0
Trump's Affect On the Market in 2025
6 Ways Trump Could Affect Our Investments and Retirement in 2025
Does The Stock Market Consider This The Most Wonderful Time Of The Year?
Trumps Cabinet Picks
The Trump Bump - The Market Reacts
Trump 2.0 - What To Expect Moving Forward
Income Upgrades
Why The Market Has Been So Good Lately
Why Wall Street's Hopes For Another Big Interest Rate Cut Have Dimmed
Are You Better Off Now Than You Were 4 Years Ago?
After The Fed Rate Cut, What's Next?