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In this episode Jeff discusses changes coming in 2024 for Social Security and Medicare along with his case of the week, answering listener questions, and investing in artificial intelligence.
In this episode Jeff talks about the election cycle and how markets respond, the recession possibility and the differing opinions, listener questions, and the Medicare Open Enrollment Period.
In this episode Jeff talks about current events including the personal debt crisis going on. He also talks about his case of the week, answers listener questions, and discusses giving to your children without compromising your own financial future.
In this episode Jeff discusses current events including the possibility of a recession, his case of the week about not confusing him with a "Jeff Jr" out there, he answers listener questions, and stress testing a portfolio.
In this episode Jeff discusses reading between the lines of financial news, his case of the week, listener questions, and alternatives for conservative investors.
In this episode Jeff talks about current events, whether the Fed is done raising interest rates, his case of the week, listener questions, and the sunset of the Trump tax cuts.
In this episode Jeff discusses disinflation and what that is, Jeff's case of the week in which a previous advisor didn't have a comprehensive plan and how Jeff handled that. Also Jeff answers listener questions, and strategies for investing after retirement.
In this episode Jeff talks about the economy, as well as discussing his case of the week. he answers three questions from listners, and talks about target dated funds.
In this episode Jeff talks about the strength of the market, tightening credit policies, along with his case of the week, listener questions, and talks about answering the question, "Am I going to be OK in retirement?"
In this episode Jeff discusses the confidence in the market and whether that indicates it's time to get back in. Also we have the case of the week, listener questions, and what an initial consultation with Jeff looks like.
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