Podcast Episodes
Back to SearchWhat You May Be Missing From Your Retirement Portfolio
Episode 101
In this episode Jeff discuses current event headlines, what you may be missing from your retirement portfolio, retirement move to make before year en…
7 months, 2 weeks ago
Jeff Answers Questions From Listeners
Episode 100
In this episode Jeff discusses current event headlines, what you may be missing from your retirement portfolio, retirement moves to make before year …
7 months, 3 weeks ago
Ways To Lower Your Risk In Retirement Without Giving Up Reasonable Returns
Episode 99
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…
8 months ago
Signs Your Retirement Plan May Not Be Right For You
Episode 98
In this episode Jeff discusses current events, signs your current retirement plan may not be right for you, Warren Buffet quotes, and he answers list…
8 months, 1 week ago
Alternative Investments In Your Portfolio
Episode 97
In this episode Jeff discusses current events, alternative investments, listener questions, and life changes, so should you estate plan.
8 months, 2 weeks ago
The Rule Of 240 Paychecks
Episode 96
In this episode Jeff discusses current events in the market and economy, the rule of 240 paychecks, and he answers listener questions.
8 months, 3 weeks ago
The One Big Beautiful Bill
Episode 95
In this episode Jeff discusses the One Big Beautiful Bill and how it affects investors and retirees.
9 months ago
Tax Smart Investing Strategies For Retirees
Episode 94
In this episode Jeff discusses current events, tax smart investing strategies, listener questions, and liquidity triggers.
9 months ago
The Unique Needs Of High Net Worth Investrors
Episode 93
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 q…
9 months, 2 weeks ago
How To Prepare For Falling Interest Rates
Episode 92
In this episode Jeff discusses current events, how to prepare for falling interest rates, listener questions, and target date funds.
9 months, 3 weeks ago