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. 

In this episode Jeff discusses how to invest during inflationary times and economic uncertainty. Also the five percent diversification rule - why one stock shouldn't make or break retirement. Jeff also answers listener questions. 

In this episode Jeff discusses what changed this week in the economy and markets and what it means for your retirement. Also why rebalancing your portfolio matters, and he answers listener questions. 

In this episode Jeff discusses 4 out of the box retirement moves the wealthy swear by, fixed index annuities and bonds strengthen your retirement portfolio, LIRPS, and he answers listener questions. 

In this episode Jeff discusses what this week's economic news means for retirees, what happened in the first half of 2026 in the market, and he answers listener questions. 

In this episode Jeff discusses today's market, political, and geopolitical news. Also declaring your financial independence, and he answers listener questions.