Podcast Episodes
Back to SearchWhat's Our Investment Philosophy?
Episode 91
In this episode Jeff discusses the Premiere Retirement investment philosophy, being your financial quarterback, listener questions, and estate taxes,…
9 months, 3 weeks ago
The Market's Most Unpredictable Stretch - September to November
Episode 90
In this episode Jeff discusses
1. The Market's Most Unpredictable Stretch (September to November)
2. Sector and Style Rotations – Where We S…
10 months, 1 week ago
The Unique Needs Of High Net Worth Investors
Episode 89
In this episode Jeff discusses direct indexing versus mutual funds or ETFs. Also the unique needs of high net worth investors, he also answers listen…
10 months, 1 week ago
When Is Risk Appropriate And When It's Not
Episode 88
In this episode Jeff discusses current economic events, when risk is appropriate and when it's not, and he answers listener questions.
10 months, 2 weeks ago
The State Of The Economy and Markets Today and The Near Future
Episode 87
In this episode Jeff discusses the state of the economy and markets, longevity and healthcare in retirement, and he answers listener questions.
11 months ago
Strategies To Make Your Retirement Savings Last 30 Years.
Episode 86
In this episode Jeff discusses current economic events and does a checkup on the markets. Also strategies to make retirement savings last 30 years, 1…
11 months, 1 week ago
Ways To Structure Income In Retirement
Episode 85
In this episode Jeff discusses current economic events, ways to structure income in retirement, the difference between a big chain advisory firm and …
11 months, 2 weeks ago
The One Big Beautiful Bill
Episode 84
In this episode Jeff discusses the One Big Beautiful Bill and how it affects investors and retirees.
11 months, 3 weeks ago
What's Happening In The Markets and Economy
Episode 83
In this episode Jeff discusses what's happening in the market and economy, achieving financial independence, and he answers listener questions.
1 year ago
Listener Questions and Answers
Episode 82
In this episode Jeff discusses current events. He answers listener questions and then talks about estate planning for the great wealth transfer.
1 year ago