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

In this episode Jeff discusses whether the 2025 retirement playbook is still good in 2026. He also answers listener questions, and what the Premiere Retirement Roadmap initial meeting looks like.

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

In this episode Jeff discusses the dangers and shortcomings of oversimplified retirement plans, the 5 retirement decisions you need to get right before retirement, AI can't do your retirement planning, and he answers listener questions.

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 are you on track for tax savings in 2026? He also answers listener questions.

In this episode Jeff discusses markets and retirement income. he also challenges the 4% withdrawal rate, rebalancing your retirement portfolio nearing or in retirement, and he answers listener questions.

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