Podcast Episodes

Listener Questions Answered

Episode 81

In this episode Jeff discusses current events, how to plan for early retirement, and he answers listener questions. 

1 year ago

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What To Expect In The First Five Years In Retirement

Episode 80

In this episode Jeff discusses current events, answers listener questions, and what to expect during the first 5 years in retirement

1 year ago

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Is The Big Beautiful Bill A "Disgusting Abomination?"

Episode 79

In this episode Jeff discusses Elon Musk calling the Big Beautiful Bill a "disgusting abomination", why AI alone doesn't cut it for financial plannin…

1 year, 1 month ago

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Ways To Make Your Portfolio More Income Focused In Retirement

Episode 78

In this episode Jeff discusses current economic events, ways to make your portfolio more income focused in retirement, and he answers listener questi…

1 year, 1 month ago

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Life Insurance Retirement Plans

Episode 77

In this episode Jeff discusses current economic and political events, life insurance retirement plans, and he answers listener questions. 

1 year, 1 month ago

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Retirement Rules Often Taken Out OF Context

Episode 76

In this episode Jeff discusses current events, the best place to put your money if interest rates fall, retirement rules often taken out of context, …

1 year, 1 month ago

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Trump's First 100 Days

Episode 75

In this episode Jeff discusses Trump's first 100 days in office, the best places to put your money if interest rates fall, and he answers listener qu…

1 year, 2 months ago

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5 Impacts Of The US Trade War

Episode 74

In this episode Jeff discusses 5 impacts of the US trade war, whether annuities are the best source for safe income, and he answers listener question…

1 year, 2 months ago

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How An Independent Advisor Differs From A Big National Chain Advisor

Episode 73

In this episode Jeff discusses the market , tariffs, a comparison of Premiere Retirement, an independent advisor to a national chain, and he answers …

1 year, 2 months ago

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What's The Market Doing?

Episode 72

In this episode Jeff discusses current events, the stock market, long-term care and he answers listener questions. 

1 year, 2 months ago

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