Podcast Episodes

Out Of The Box Investments Wealthy Investors Swear By

Episode 112

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

4 months, 3 weeks ago

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Does The 2025 Retirement Playbook Hold Up in 2026?

Episode 111

In this episode Jeff discusses whether the 2025 retirement playbook is still good in 2026. He also answers listener questions, and what the Premiere …

4 months, 3 weeks ago

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Wealth Preservation and Risk Management

Episode 110

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

5 months ago

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The Dangers And Shortcomings Of An Oversimplified Retirement Plan.

Episode 109

In this episode Jeff discusses the dangers and shortcomings of oversimplified retirement plans, the 5 retirement decisions you need to get right befo…

5 months, 1 week ago

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Is the 60/40 Stock Bond Portfolio Dead Or Misunderstood?

Episode 108

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 a…

5 months, 2 weeks ago

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Rebalancing Your Portfolio Nearing Or In Retirement

Episode 107

In this episode Jeff discusses markets and retirement income. he also challenges the 4% withdrawal rate, rebalancing your retirement portfolio nearin…

5 months, 3 weeks ago

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Markets, Inflation, and What Retirees Should Do in 2026.

Episode 106

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…

6 months ago

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2025 In Review And A Preview Of 2026.

Episode 105

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

6 months, 1 week ago

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Top Retirement Concerns Being Discussed Online

Episode 104

In this episode Jeff discusses current event headlines, top retirement concerns being discusses online, the Premiere Retirement Roadmap, and he answe…

6 months, 4 weeks ago

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Holiday Market Fears

Episode 103

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

7 months ago

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