In this episode Jeff discusses current events in the market and economy, the rule of 240 paychecks, and he answers listener questions. 

In this episode Jeff discusses the One Big Beautiful Bill and how it affects investors and retirees. 

In this episode Jeff discusses current events, tax smart investing strategies, listener questions, and liquidity triggers.

In this episode Jeff discusses direct indexing vs mutual funds or ETFs. Also, the unique needs of high-net worth investors, and he answers listener questions. 

In this episode Jeff discusses current events, how to prepare for falling interest rates, listener questions, and target date funds.

In this episode Jeff discusses the Premiere Retirement investment philosophy, being your financial quarterback, listener questions, and estate taxes, the silent wealth assassin. 

In this episode Jeff discusses

1.      The Market's Most Unpredictable Stretch (September to November)

2.     Sector and Style Rotations – Where We See Opportunity

3.     Listener Questions

4.     Beyond Stocks – Where Fixed Income and Commodities Fit"

In this episode Jeff discusses direct indexing versus mutual funds or ETFs. Also the unique needs of high net worth investors, he also answers listener questions and talks about Q3 and Q4 planning. 

In this episode Jeff discusses current economic events, when risk is appropriate and when it's not, and he answers listener questions. 

In this episode Jeff discusses the state of the economy and markets, longevity and healthcare in retirement, and he answers listener questions.