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in this episode Jeff discusses 4 out of the box moves the wealthy swear by. Also fixed index annuities and bonds, LIRPS - the retirement solution or just one tool, and he answers listener questions.
In this episode Jeff discusses the October retirement reset - financial moves to consider before December 31st. Also Taylor Vogan's Tax Tips, listener questions, and the Premiere Retirement Roadmap review - what to expect.
In this episode Jeff discusses:
The Retirement Reset: Higher Rates, Higher Markets—and Decisions Retirees Need to Make Now
Tax Tips with Taylor
Listener Questions
Stock Splits – More Shares, More Money?
In this episode Jeff discusses the recent opinion that in 10 years, AI could kill us. Also the retirement tax window most people ignore or waste, the retirement bucket list price tag, and he answers listener questions.
In this episode Jeff discusses a case study of a couple with 3 million dollars - are they really ready to retire? He also answers listener questions.
In this episode Jeff discusses how the retirement economy has changed and what retirees should do now. Also whay now may the time for an annuity checkup and he answers listener questions.
In this episode Jeff discusses the disconnect between the CPA and Financial Advisor. Also, the annuity boom - why retirees are choosing protection over risk, and he answers listener questions.
In this episode Jeff discusses why 65 is the most dangerous number in your retirement plan. Also essential estate planning documents, and he answers listener questions.
In this episode Jeff discusses whether a solid retirement plan can make it through any economic storm. Also DIY retirement planning versus a professional retirement planner, and he answers listener questions.
In this week's episode Jeff discusses what last week's economic reports mean for retirees and investors. Also how to master the 5 years before retirement, and he answers listener questions.
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