Premiere Retirement With Jeff Vogan Transistor (https://transistor.fm) https://feeds.transistor.fm/premiere-retirement-with-jeff-vogan Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management. © 2026 Jeff Vogan f38bea07-2159-564d-a79c-4f997992cc86 no en Mon, 09 Mar 2026 15:03:15 -0700 Mon, 09 Mar 2026 15:04:24 -0700 http://www.premret.com https://img.transistorcdn.com/RykjvbS3NhftoUJ0uxshBQvKVnWjlTWKP-hjyv5eosM/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzQyODc0LzE2ODc5/Nzk1MjAtYXJ0d29y/ay5qcGc.jpg Premiere Retirement With Jeff Vogan http://www.premret.com episodic Jeff Vogan Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management. Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management. investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance Jeff Shade jeff.shade@comcast.net No No Global Conflict, Rising Rates, and Retirement Risks 114 114 Global Conflict, Rising Rates, and Retirement Risks full 03a0af5e-e8fc-4af2-8935-5239d7b4b449 https://share.transistor.fm/s/4845aa16 In this episode Jeff discusses global conflict, rising rates, and retirement risks. Also sequence of return risk, and he answers listener questions. 

]]> In this episode Jeff discusses global conflict, rising rates, and retirement risks. Also sequence of return risk, and he answers listener questions. 

]]> Mon, 09 Mar 2026 15:03:07 -0700 Jeff Vogan Jeff Vogan 3049 In this episode Jeff discusses global conflict, rising rates, and retirement risks. Also sequence of return risk, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Volatility, Rates, And Retirement - What You Should Do Now 113 113 Volatility, Rates, And Retirement - What You Should Do Now full b8ff558d-b5e6-47e9-b3f7-f828d3dcc35f https://share.transistor.fm/s/fc91afe6 In this episode Jeff discusses volatility, rates, and retirement - what you should do now. Also retirement mistakes you'll regret forever, and he answers listener questions. 

]]> In this episode Jeff discusses volatility, rates, and retirement - what you should do now. Also retirement mistakes you'll regret forever, and he answers listener questions. 

]]> Sat, 28 Feb 2026 20:23:39 -0800 Jeff Vogan Jeff Vogan 3050 In this episode Jeff discusses volatility, rates, and retirement - what you should do now. Also retirement mistakes you'll regret forever, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Out Of The Box Investments Wealthy Investors Swear By 112 112 Out Of The Box Investments Wealthy Investors Swear By full e8273184-8e8b-4767-985e-7ea6b5b9ad71 https://share.transistor.fm/s/d17ab11f 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 out-of-the-box investments wealthy investors swear by, fixed index annuities and bonds, LIRPS, and he answers listener questions. 

]]> Sat, 21 Feb 2026 07:00:00 -0800 Jeff Vogan Jeff Vogan 2803 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. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Does The 2025 Retirement Playbook Hold Up in 2026? 111 111 Does The 2025 Retirement Playbook Hold Up in 2026? full 9f9681a4-13db-47ac-90df-3dd749e221e7 https://share.transistor.fm/s/d88f4f9a 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 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. 

]]> Mon, 16 Feb 2026 19:54:46 -0800 Jeff Vogan Jeff Vogan 2683 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. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Wealth Preservation and Risk Management 110 110 Wealth Preservation and Risk Management full 323b4e09-4062-4d33-8445-6d42550f9db8 https://share.transistor.fm/s/66e47056 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 wealth preservation and risk management, long term care strategies for families with large estates, and he answers listener questions. 

]]> Sat, 07 Feb 2026 07:00:00 -0800 Jeff Vogan Jeff Vogan 1962 In this episode Jeff discusses wealth preservation and risk management, long term care strategies for families with large estates, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The Dangers And Shortcomings Of An Oversimplified Retirement Plan. 109 109 The Dangers And Shortcomings Of An Oversimplified Retirement Plan. full 1e49a44e-ae35-47d7-8eb4-e7184ec4c51a https://share.transistor.fm/s/6447b978 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 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. 

]]> Sun, 01 Feb 2026 20:10:28 -0800 Jeff Vogan Jeff Vogan 2932 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. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Is the 60/40 Stock Bond Portfolio Dead Or Misunderstood? 108 108 Is the 60/40 Stock Bond Portfolio Dead Or Misunderstood? full a09ea908-c364-42ac-bf14-cba9dd4bb75f https://share.transistor.fm/s/74a2a0af 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 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. 

]]> Tue, 27 Jan 2026 07:58:26 -0800 Jeff Vogan Jeff Vogan 2927 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. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Rebalancing Your Portfolio Nearing Or In Retirement 107 107 Rebalancing Your Portfolio Nearing Or In Retirement full d85b5ad4-b449-48aa-8680-1b2af50e3cdc https://share.transistor.fm/s/1046b7d2 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 and retirement income. he also challenges the 4% withdrawal rate, rebalancing your retirement portfolio nearing or in retirement, and he answers listener questions. 

]]> Sun, 18 Jan 2026 21:03:35 -0800 Jeff Vogan Jeff Vogan 2868 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. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Markets, Inflation, and What Retirees Should Do in 2026. 106 106 Markets, Inflation, and What Retirees Should Do in 2026. full ddc7b08d-5a01-47d8-9a23-f8248b60bc67 https://share.transistor.fm/s/e7711ab0 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
.

]]> 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
.

]]> Sun, 11 Jan 2026 20:04:42 -0800 Jeff Vogan Jeff Vogan 2890 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
.

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No 2025 In Review And A Preview Of 2026. 105 105 2025 In Review And A Preview Of 2026. full c5b04116-4799-4b4a-a4a6-55fe0690ed36 https://share.transistor.fm/s/89c66fc9 In this episode Jeff discusses the year 2025 in review, what to look for in 2026, and he answers listener questions. 

]]> In this episode Jeff discusses the year 2025 in review, what to look for in 2026, and he answers listener questions. 

]]> Mon, 05 Jan 2026 13:45:46 -0800 Jeff Vogan Jeff Vogan 2803 In this episode Jeff discusses the year 2025 in review, what to look for in 2026, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Top Retirement Concerns Being Discussed Online 104 104 Top Retirement Concerns Being Discussed Online full cba1c98b-e8dd-4a96-8b8d-080b408b8169 https://share.transistor.fm/s/ac4cc4d1 In this episode Jeff discusses current event headlines, top retirement concerns being discusses online, the Premiere Retirement Roadmap, and he answers listener questions. 

]]> In this episode Jeff discusses current event headlines, top retirement concerns being discusses online, the Premiere Retirement Roadmap, and he answers listener questions. 

]]> Sun, 14 Dec 2025 14:01:03 -0800 Jeff Vogan Jeff Vogan 3049 In this episode Jeff discusses current event headlines, top retirement concerns being discusses online, the Premiere Retirement Roadmap, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Holiday Market Fears 103 103 Holiday Market Fears full 7593eb78-66aa-4ee3-a887-175e90ede7a0 https://share.transistor.fm/s/2de21d4a In this episode Jeff discusses current event headlines, holiday market fears, protecting a spouse in retirement, and he answers listener questions.

]]> In this episode Jeff discusses current event headlines, holiday market fears, protecting a spouse in retirement, and he answers listener questions.

]]> Tue, 09 Dec 2025 18:47:26 -0800 Jeff Vogan Jeff Vogan 3049 In this episode Jeff discusses current event headlines, holiday market fears, protecting a spouse in retirement, and he answers listener questions.

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No What You May Be Missing From Your Retirement Portfolio 101 101 What You May Be Missing From Your Retirement Portfolio full 680b1340-9dea-41ce-819f-097519445689 https://share.transistor.fm/s/8a76fa27 In this episode Jeff discuses current event headlines, what you may be missing from your retirement portfolio, retirement move to make before year end, and he answers listener questions. 

]]> In this episode Jeff discuses current event headlines, what you may be missing from your retirement portfolio, retirement move to make before year end, and he answers listener questions. 

]]> Tue, 25 Nov 2025 20:51:37 -0800 Jeff Vogan Jeff Vogan 2871 In this episode Jeff discuses current event headlines, what you may be missing from your retirement portfolio, retirement move to make before year end, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Jeff Answers Questions From Listeners 100 100 Jeff Answers Questions From Listeners full cd6ee70c-5063-4448-8314-416d9d2cf897 https://share.transistor.fm/s/cf9b7b53 In this episode Jeff discusses current event headlines, what you may be missing from your retirement portfolio, retirement moves to make before year end, and he answers listener questions. 

]]> In this episode Jeff discusses current event headlines, what you may be missing from your retirement portfolio, retirement moves to make before year end, and he answers listener questions. 

]]> Sun, 16 Nov 2025 18:46:33 -0800 Jeff Vogan Jeff Vogan 3050 In this episode Jeff discusses current event headlines, what you may be missing from your retirement portfolio, retirement moves to make before year end, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Ways To Lower Your Risk In Retirement Without Giving Up Reasonable Returns 99 99 Ways To Lower Your Risk In Retirement Without Giving Up Reasonable Returns full fd1d00f1-5c6e-4a91-baa9-08bf361e5ab4 https://share.transistor.fm/s/eff0c01b In this episode Jeff discusses current event headlines, ways to lower your risk in retirement, gifting while you're alive and kicking, and he answers listener questions. 

]]> In this episode Jeff discusses current event headlines, ways to lower your risk in retirement, gifting while you're alive and kicking, and he answers listener questions. 

]]> Tue, 11 Nov 2025 11:25:21 -0800 Jeff Vogan Jeff Vogan 2936 In this episode Jeff discusses current event headlines, ways to lower your risk in retirement, gifting while you're alive and kicking, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Signs Your Retirement Plan May Not Be Right For You 98 98 Signs Your Retirement Plan May Not Be Right For You full 018eca05-4833-4688-acee-390d0fef9a8c https://share.transistor.fm/s/5428c76a In this episode Jeff discusses current events, signs your current retirement plan may not be right for you, Warren Buffet quotes, and he answers listener questions. 

]]> In this episode Jeff discusses current events, signs your current retirement plan may not be right for you, Warren Buffet quotes, and he answers listener questions. 

]]> Sun, 02 Nov 2025 19:32:29 -0800 Jeff Vogan Jeff Vogan 2993 In this episode Jeff discusses current events, signs your current retirement plan may not be right for you, Warren Buffet quotes, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Alternative Investments In Your Portfolio 97 97 Alternative Investments In Your Portfolio full a0f77055-e4f7-420d-a6ad-a64886301d95 https://share.transistor.fm/s/ed009d33 In this episode Jeff discusses current events, alternative investments, listener questions, and life changes, so should you estate plan. 

]]> In this episode Jeff discusses current events, alternative investments, listener questions, and life changes, so should you estate plan. 

]]> Mon, 27 Oct 2025 14:57:46 -0700 Jeff Vogan Jeff Vogan 2898 In this episode Jeff discusses current events, alternative investments, listener questions, and life changes, so should you estate plan. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The Rule Of 240 Paychecks 96 96 The Rule Of 240 Paychecks full 155ad51a-bd31-44d7-8abe-89ffb5b8c6f8 https://share.transistor.fm/s/21bb6d8c 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 current events in the market and economy, the rule of 240 paychecks, and he answers listener questions. 

]]> Sat, 18 Oct 2025 07:00:00 -0700 Jeff Vogan Jeff Vogan 2912 In this episode Jeff discusses current events in the market and economy, the rule of 240 paychecks, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The One Big Beautiful Bill 95 95 The One Big Beautiful Bill full f6b6bd48-ec23-4f8e-90db-e02bc123bf01 https://share.transistor.fm/s/7bb0dc7d In this episode Jeff discusses the One Big Beautiful Bill and how it affects investors and retirees. 

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

]]> Sat, 11 Oct 2025 12:21:06 -0700 Jeff Vogan Jeff Vogan 3051 In this episode Jeff discusses the One Big Beautiful Bill and how it affects investors and retirees. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Tax Smart Investing Strategies For Retirees 94 94 Tax Smart Investing Strategies For Retirees full b1eea562-05bc-41bb-a765-0b0894f1b069 https://share.transistor.fm/s/81513572 In this episode Jeff discusses current events, tax smart investing strategies, listener questions, and liquidity triggers.

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

]]> Sat, 11 Oct 2025 11:59:25 -0700 Jeff Vogan Jeff Vogan 3067 In this episode Jeff discusses current events, tax smart investing strategies, listener questions, and liquidity triggers.

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The Unique Needs Of High Net Worth Investrors 93 93 The Unique Needs Of High Net Worth Investrors full 9bcab012-07f2-4e4d-89da-7997d17ab136 https://share.transistor.fm/s/33890c1f 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 direct indexing vs mutual funds or ETFs. Also, the unique needs of high-net worth investors, and he answers listener questions. 

]]> Sun, 28 Sep 2025 18:07:44 -0700 Jeff Vogan Jeff Vogan 2991 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. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No How To Prepare For Falling Interest Rates 92 92 How To Prepare For Falling Interest Rates full 345a7caf-efb5-4083-a431-f90cb3b98bcc https://share.transistor.fm/s/a478b7b9 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 current events, how to prepare for falling interest rates, listener questions, and target date funds.

]]> Mon, 22 Sep 2025 12:31:59 -0700 Jeff Vogan Jeff Vogan 2940 In this episode Jeff discusses current events, how to prepare for falling interest rates, listener questions, and target date funds.

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No What's Our Investment Philosophy? 91 91 What's Our Investment Philosophy? full cb586b11-666c-48b4-8c9b-55cce77fecdd https://share.transistor.fm/s/885df071 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 the Premiere Retirement investment philosophy, being your financial quarterback, listener questions, and estate taxes, the silent wealth assassin. 

]]> Mon, 22 Sep 2025 12:29:42 -0700 Jeff Vogan Jeff Vogan 2893 In this episode Jeff discusses the Premiere Retirement investment philosophy, being your financial quarterback, listener questions, and estate taxes, the silent wealth assassin. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The Market's Most Unpredictable Stretch - September to November 90 90 The Market's Most Unpredictable Stretch - September to November full 64768b4e-96b7-4c7d-b042-d128efb646f9 https://share.transistor.fm/s/2a7f70cb 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

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"

 

]]> Sat, 06 Sep 2025 07:00:00 -0700 Jeff Vogan Jeff Vogan 2847 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"

 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The Unique Needs Of High Net Worth Investors 89 89 The Unique Needs Of High Net Worth Investors full 566a2153-470d-4d6b-9858-5b55ea11c9d3 https://share.transistor.fm/s/c8c14d30 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 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. 

]]> Sat, 30 Aug 2025 07:00:00 -0700 Jeff Vogan Jeff Vogan 2991 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. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No When Is Risk Appropriate And When It's Not 88 88 When Is Risk Appropriate And When It's Not full b5a2a074-fcbd-4802-8b7e-37aecd7e82db https://share.transistor.fm/s/40278cbc 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 current economic events, when risk is appropriate and when it's not, and he answers listener questions. 

]]> Mon, 25 Aug 2025 19:42:45 -0700 Jeff Vogan Jeff Vogan 3046 In this episode Jeff discusses current economic events, when risk is appropriate and when it's not, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The State Of The Economy and Markets Today and The Near Future 87 87 The State Of The Economy and Markets Today and The Near Future full 5c9f5274-9dd0-4ccd-9af9-c4d47630f8bd https://share.transistor.fm/s/e21e590a In this episode Jeff discusses the state of the economy and markets, longevity and healthcare in retirement, 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. 

]]> Sat, 09 Aug 2025 07:00:00 -0700 Jeff Vogan Jeff Vogan 2988 In this episode Jeff discusses the state of the economy and markets, longevity and healthcare in retirement, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Strategies To Make Your Retirement Savings Last 30 Years. 86 86 Strategies To Make Your Retirement Savings Last 30 Years. full e6c938f7-cc4a-47c1-85f1-2aa4b1f7aaf2 https://share.transistor.fm/s/ae963dbe In this episode Jeff discusses current economic events and does a checkup on the markets. Also strategies to make retirement savings last 30 years, 10 problems to solve before retirement, and he answers listener questions. 

]]> In this episode Jeff discusses current economic events and does a checkup on the markets. Also strategies to make retirement savings last 30 years, 10 problems to solve before retirement, and he answers listener questions. 

]]> Tue, 05 Aug 2025 15:18:01 -0700 Jeff Vogan Jeff Vogan 2957 In this episode Jeff discusses current economic events and does a checkup on the markets. Also strategies to make retirement savings last 30 years, 10 problems to solve before retirement, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Ways To Structure Income In Retirement 85 85 Ways To Structure Income In Retirement full d825a77f-cb67-48b6-ae31-af924f7e150b https://share.transistor.fm/s/f471a48e In this episode Jeff discusses current economic events, ways to structure income in retirement, the difference between a big chain advisory firm and Premiere Retirement, and he answers listener questions. 

]]> In this episode Jeff discusses current economic events, ways to structure income in retirement, the difference between a big chain advisory firm and Premiere Retirement, and he answers listener questions. 

]]> Wed, 23 Jul 2025 19:34:21 -0700 Jeff Vogan Jeff Vogan 3050 In this episode Jeff discusses current economic events, ways to structure income in retirement, the difference between a big chain advisory firm and Premiere Retirement, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The One Big Beautiful Bill 84 84 The One Big Beautiful Bill full 3563b54a-d066-4bf2-806c-856af1442a0e https://share.transistor.fm/s/80bfeb35 In this episode Jeff discusses the One Big Beautiful Bill and how it affects investors and retirees. 

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

]]> Wed, 16 Jul 2025 12:09:18 -0700 Jeff Vogan Jeff Vogan 2833 In this episode Jeff discusses the One Big Beautiful Bill and how it affects investors and retirees. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No What's Happening In The Markets and Economy 83 83 What's Happening In The Markets and Economy full 2050f45a-8648-43cd-977e-7b64f6a18422 https://share.transistor.fm/s/63fc11fa In this episode Jeff discusses what's happening in the market and economy, achieving financial independence, and he answers listener questions. 

]]> In this episode Jeff discusses what's happening in the market and economy, achieving financial independence, and he answers listener questions. 

]]> Mon, 07 Jul 2025 09:49:41 -0700 Jeff Vogan Jeff Vogan 3051 In this episode Jeff discusses what's happening in the market and economy, achieving financial independence, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Listener Questions and Answers 82 82 Listener Questions and Answers full 2b8b7b85-8b34-4fad-9d68-3ed08811f8a8 https://share.transistor.fm/s/e97006ba In this episode Jeff discusses current events. He answers listener questions and then talks about estate planning for the great wealth transfer. 

]]> In this episode Jeff discusses current events. He answers listener questions and then talks about estate planning for the great wealth transfer. 

]]> Tue, 01 Jul 2025 19:16:34 -0700 Jeff Vogan Jeff Vogan 2824 In this episode Jeff discusses current events. He answers listener questions and then talks about estate planning for the great wealth transfer. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Listener Questions Answered 81 81 Listener Questions Answered full 47a79cf2-4ffa-48ab-af4d-c2823e6da815 https://share.transistor.fm/s/e4d4f408 In this episode Jeff discusses current events, how to plan for early retirement, and he answers listener questions. 

]]> In this episode Jeff discusses current events, how to plan for early retirement, and he answers listener questions. 

]]> Sun, 22 Jun 2025 18:20:27 -0700 Jeff Vogan Jeff Vogan 2929 In this episode Jeff discusses current events, how to plan for early retirement, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No What To Expect In The First Five Years In Retirement 80 80 What To Expect In The First Five Years In Retirement full 67986ace-353f-4962-b0b8-2fae547379be https://share.transistor.fm/s/6f1dfe31 In this episode Jeff discusses current events, answers listener questions, and what to expect during the first 5 years in retirement

]]> In this episode Jeff discusses current events, answers listener questions, and what to expect during the first 5 years in retirement

]]> Mon, 16 Jun 2025 19:07:00 -0700 Jeff Vogan Jeff Vogan 3052 In this episode Jeff discusses current events, answers listener questions, and what to expect during the first 5 years in retirement

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Is The Big Beautiful Bill A "Disgusting Abomination?" 79 79 Is The Big Beautiful Bill A "Disgusting Abomination?" full b8dbebf7-1490-4e64-8f60-ef50fd898601 https://share.transistor.fm/s/dbf4fbe4 In this episode Jeff discusses Elon Musk calling the Big Beautiful Bill a "disgusting abomination", why AI alone doesn't cut it for financial planning, and he answers listener questions. 

]]> In this episode Jeff discusses Elon Musk calling the Big Beautiful Bill a "disgusting abomination", why AI alone doesn't cut it for financial planning, and he answers listener questions. 

]]> Mon, 09 Jun 2025 17:59:48 -0700 Jeff Vogan Jeff Vogan 2937 In this episode Jeff discusses Elon Musk calling the Big Beautiful Bill a "disgusting abomination", why AI alone doesn't cut it for financial planning, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Ways To Make Your Portfolio More Income Focused In Retirement 78 78 Ways To Make Your Portfolio More Income Focused In Retirement full 31062b32-2bec-49dd-a172-38ef32dda6e5 https://share.transistor.fm/s/e0e90c46 In this episode Jeff discusses current economic events, ways to make your portfolio more income focused in retirement, and he answers listener questions. 

]]> In this episode Jeff discusses current economic events, ways to make your portfolio more income focused in retirement, and he answers listener questions. 

]]> Mon, 02 Jun 2025 19:36:15 -0700 Jeff Vogan Jeff Vogan 3044 In this episode Jeff discusses current economic events, ways to make your portfolio more income focused in retirement, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Life Insurance Retirement Plans 77 77 Life Insurance Retirement Plans full a144d81e-687d-4160-aafe-9cc1f0653a9f https://share.transistor.fm/s/f4b830db In this episode Jeff discusses current economic and political events, life insurance retirement plans, and he answers listener questions. 

]]> In this episode Jeff discusses current economic and political events, life insurance retirement plans, and he answers listener questions. 

]]> Tue, 27 May 2025 19:41:33 -0700 Jeff Vogan Jeff Vogan 2987 In this episode Jeff discusses current economic and political events, life insurance retirement plans, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Retirement Rules Often Taken Out OF Context 76 76 Retirement Rules Often Taken Out OF Context full 25507a53-4e6f-45e6-8e11-d05d9f17356f https://share.transistor.fm/s/e1f2824a In this episode Jeff discusses current events, the best place to put your money if interest rates fall, retirement rules often taken out of context,  and he answers listener questions. 

]]> In this episode Jeff discusses current events, the best place to put your money if interest rates fall, retirement rules often taken out of context,  and he answers listener questions. 

]]> Mon, 19 May 2025 10:30:41 -0700 Jeff Vogan Jeff Vogan 3237 In this episode Jeff discusses current events, the best place to put your money if interest rates fall, retirement rules often taken out of context,  and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Trump's First 100 Days 75 75 Trump's First 100 Days full 27d0bc79-68cd-4de2-a669-109ec43e5112 https://share.transistor.fm/s/4a7feb1c In this episode Jeff discusses Trump's first 100 days in office, the best places to put your money if interest rates fall, and he answers listener questions. 

]]> In this episode Jeff discusses Trump's first 100 days in office, the best places to put your money if interest rates fall, and he answers listener questions. 

]]> Sun, 11 May 2025 18:36:25 -0700 Jeff Vogan Jeff Vogan 2881 In this episode Jeff discusses Trump's first 100 days in office, the best places to put your money if interest rates fall, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No 5 Impacts Of The US Trade War 74 74 5 Impacts Of The US Trade War full 4b60ff9c-d2a5-47d6-906c-6d0986875fa5 https://share.transistor.fm/s/5fc8918b In this episode Jeff discusses 5 impacts of the US trade war, whether annuities are the best source for safe income, and he answers listener questions. 

]]> In this episode Jeff discusses 5 impacts of the US trade war, whether annuities are the best source for safe income, and he answers listener questions. 

]]> Sat, 03 May 2025 07:00:00 -0700 Jeff Vogan Jeff Vogan 2928 In this episode Jeff discusses 5 impacts of the US trade war, whether annuities are the best source for safe income, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No How An Independent Advisor Differs From A Big National Chain Advisor 73 73 How An Independent Advisor Differs From A Big National Chain Advisor full c65c70db-7c43-41bb-9945-587bc2ca1f9a https://share.transistor.fm/s/5f117211 In this episode Jeff discusses the market , tariffs, a comparison of Premiere Retirement, an independent advisor to a national chain, and he answers listener questions. 

]]> In this episode Jeff discusses the market , tariffs, a comparison of Premiere Retirement, an independent advisor to a national chain, and he answers listener questions. 

]]> Sat, 26 Apr 2025 07:00:00 -0700 Jeff Vogan Jeff Vogan 2804 In this episode Jeff discusses the market , tariffs, a comparison of Premiere Retirement, an independent advisor to a national chain, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No What's The Market Doing? 72 72 What's The Market Doing? full 2bd5d7ec-e9a9-42d0-8c00-2db0d57ff654 https://share.transistor.fm/s/b04c4407 In this episode Jeff discusses current events, the stock market, long-term care and he answers listener questions. 

]]> In this episode Jeff discusses current events, the stock market, long-term care and he answers listener questions. 

]]> Mon, 21 Apr 2025 11:22:09 -0700 Jeff Vogan Jeff Vogan 2997 In this episode Jeff discusses current events, the stock market, long-term care and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Buy The Dip Or Stay The Course 71 71 Buy The Dip Or Stay The Course full b0b9a2c3-d53e-42df-98ce-595802c5804c https://share.transistor.fm/s/a56a8b9a In this episode Jeff discuses whether we should buy the dip or stay the course, two-thirds of investors are worried they'll outlive their assets, and he answers listener questions. 

]]> In this episode Jeff discuses whether we should buy the dip or stay the course, two-thirds of investors are worried they'll outlive their assets, and he answers listener questions. 

]]> Mon, 21 Apr 2025 11:15:40 -0700 Jeff Vogan Jeff Vogan 2870 In this episode Jeff discuses whether we should buy the dip or stay the course, two-thirds of investors are worried they'll outlive their assets, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Americans Economic Expectations Hit The Lowest Point In 12 Years. 70 70 Americans Economic Expectations Hit The Lowest Point In 12 Years. full daac0bee-10be-4b4e-9d20-7d22c5e8b571 https://share.transistor.fm/s/d9bfdebc In this episode Jeff discusses that the American economic expectations have hit the lowest level in 12 years, costly mistakes retirees can make if they do not consult a financial advisor, and he answers listener questions. 

]]> In this episode Jeff discusses that the American economic expectations have hit the lowest level in 12 years, costly mistakes retirees can make if they do not consult a financial advisor, and he answers listener questions. 

]]> Sat, 05 Apr 2025 07:00:00 -0700 Jeff Vogan Jeff Vogan 3047 In this episode Jeff discusses that the American economic expectations have hit the lowest level in 12 years, costly mistakes retirees can make if they do not consult a financial advisor, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Is A Recession Looming? 69 69 Is A Recession Looming? full a178dd36-fe21-4343-b583-2aba9b4e68a4 https://share.transistor.fm/s/c08b6871 In  this episode Jeff discusses whether a recession is looming, he answers listener questions and gives his opinion on target date funds. 

]]> In  this episode Jeff discusses whether a recession is looming, he answers listener questions and gives his opinion on target date funds. 

]]> Sun, 30 Mar 2025 15:33:27 -0700 Jeff Vogan Jeff Vogan 3055 In  this episode Jeff discusses whether a recession is looming, he answers listener questions and gives his opinion on target date funds. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Market Turbulence - How Should You Should Take It 68 68 Market Turbulence - How Should You Should Take It full 07ae1489-efb4-4e92-aede-4b32a2540273 https://share.transistor.fm/s/f3966261 In this episode Jeff discusses turbulence in the market caused by Trump's policies. he also answers listener questions. 

]]> In this episode Jeff discusses turbulence in the market caused by Trump's policies. he also answers listener questions. 

]]> Sat, 22 Mar 2025 07:00:00 -0700 Jeff Vogan Jeff Vogan 3049 In this episode Jeff discusses turbulence in the market caused by Trump's policies. he also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The Retirement Roadmap 67 67 The Retirement Roadmap full fba807b9-05e7-4df3-a004-d8c750a8ef45 https://share.transistor.fm/s/723d4535 in this episode Jeff discusses current economic events, the Retirement Roadmap process, and he answers listener questions. 

]]> in this episode Jeff discusses current economic events, the Retirement Roadmap process, and he answers listener questions. 

]]> Tue, 18 Mar 2025 18:01:22 -0700 Jeff Vogan Jeff Vogan 2984 in this episode Jeff discusses current economic events, the Retirement Roadmap process, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Trump's Unconventional Tactics 66 66 Trump's Unconventional Tactics full ecec81d2-a29a-4a57-8780-378b92c505ed https://share.transistor.fm/s/89d66739 In this episode Jeff talks about Trumps unconventional tactics and he answers listeners questions. 

]]> In this episode Jeff talks about Trumps unconventional tactics and he answers listeners questions. 

]]> Wed, 12 Mar 2025 19:30:08 -0700 Jeff Vogan Jeff Vogan 3049 In this episode Jeff talks about Trumps unconventional tactics and he answers listeners questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No LIRPS - What Are They And How Are They Used 65 65 LIRPS - What Are They And How Are They Used full adc816a1-2a01-4f97-aa1e-bdf701b1ba25 https://share.transistor.fm/s/596c22f8 In this episode Jeff discusses Life Insurance Retirement Plans and How They Are Used. he also answers listener questions. 

]]> In this episode Jeff discusses Life Insurance Retirement Plans and How They Are Used. he also answers listener questions. 

]]> Mon, 03 Mar 2025 15:17:00 -0800 Jeff Vogan Jeff Vogan 3045 In this episode Jeff discusses Life Insurance Retirement Plans and How They Are Used. he also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Answers To Key Issues About IRAs, 401(k)s, and Annuities 64 64 Answers To Key Issues About IRAs, 401(k)s, and Annuities full e8143fa4-0ac6-4a7a-b410-5eba4d7c9ea9 https://share.transistor.fm/s/33b5b06a In this episode Jeff discusses current events, answers to key issues about IRAs, 401(K)s, and annuities. He also answers listener questions. 

]]> In this episode Jeff discusses current events, answers to key issues about IRAs, 401(K)s, and annuities. He also answers listener questions. 

]]> Sun, 23 Feb 2025 16:46:38 -0800 Jeff Vogan Jeff Vogan 2929 In this episode Jeff discusses current events, answers to key issues about IRAs, 401(K)s, and annuities. He also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Cash Flow Or Income - Which Is More Important? 63 63 Cash Flow Or Income - Which Is More Important? full 3781d69e-bb72-4f4d-8875-a0772c11d6c3 https://share.transistor.fm/s/cbfe162d In this episode Jeff discusses current events, whether cash flow or income is more important, and he answers listener questions. 

]]> In this episode Jeff discusses current events, whether cash flow or income is more important, and he answers listener questions. 

]]> Sun, 16 Feb 2025 15:44:06 -0800 Jeff Vogan Jeff Vogan 2869 In this episode Jeff discusses current events, whether cash flow or income is more important, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Investment Opportunities and Threats in 2025 62 62 Investment Opportunities and Threats in 2025 full 36179cf9-1fa4-4d97-9c1e-b968f06ee1f5 https://share.transistor.fm/s/4abd459b In this episode Jeff discusses investment opportunities and threats in 2025, what retirees need to know about income in retirement, and he answers listener questions. 

]]> In this episode Jeff discusses investment opportunities and threats in 2025, what retirees need to know about income in retirement, and he answers listener questions. 

]]> Mon, 10 Feb 2025 19:10:29 -0800 Jeff Vogan Jeff Vogan 3050 In this episode Jeff discusses investment opportunities and threats in 2025, what retirees need to know about income in retirement, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Estate Taxes - The Silent Wealth Assassin 61 61 Estate Taxes - The Silent Wealth Assassin full 857f222b-b0d9-4969-98b1-8345604fd56a https://share.transistor.fm/s/f36632bc In this episode Jeff discusses current events, estate taxes, and answers listener questions. 

]]> In this episode Jeff discusses current events, estate taxes, and answers listener questions. 

]]> Sun, 02 Feb 2025 17:11:45 -0800 Jeff Vogan Jeff Vogan 3049 In this episode Jeff discusses current events, estate taxes, and answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Takeaways From The Inauguration of President Trump 60 60 Takeaways From The Inauguration of President Trump full e598f1ac-d62f-40f2-a494-32cc5f7602c6 https://share.transistor.fm/s/8a1cb302 In this episode Jeff discusses the 2nd term of Donald Trump as President. 

]]> In this episode Jeff discusses the 2nd term of Donald Trump as President. 

]]> Sat, 25 Jan 2025 07:00:00 -0800 Jeff Vogan Jeff Vogan 3053 In this episode Jeff discusses the 2nd term of Donald Trump as President. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Trump Presidency 2.0 59 59 Trump Presidency 2.0 full fb5ea2bc-a127-4224-b67a-9bb5f48c0201 https://share.transistor.fm/s/cf7547ca In this episode Jeff discusses the second presidential term for Donald Trump. He also answers listener questions. 

]]> In this episode Jeff discusses the second presidential term for Donald Trump. He also answers listener questions. 

]]> Mon, 20 Jan 2025 10:54:32 -0800 Jeff Vogan Jeff Vogan 2990 In this episode Jeff discusses the second presidential term for Donald Trump. He also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Trump's Affect On the Market in 2025 58 58 Trump's Affect On the Market in 2025 full db23f0d8-6589-4cb1-9ee3-09952fd14ba3 https://share.transistor.fm/s/329c1c6e In this episode Jeff discusses Trump's affect on the market in 2025 and answers listener questions. 

]]> In this episode Jeff discusses Trump's affect on the market in 2025 and answers listener questions. 

]]> Wed, 08 Jan 2025 19:17:51 -0800 Jeff Vogan Jeff Vogan 3061 In this episode Jeff discusses Trump's affect on the market in 2025 and answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No 6 Ways Trump Could Affect Our Investments and Retirement in 2025 57 57 6 Ways Trump Could Affect Our Investments and Retirement in 2025 full 856a8719-20e0-4f5a-82cd-bd6db24701ae https://share.transistor.fm/s/ebf34a49 In this episode Jeff discusses Trump policies and the effect they could have on our retirement and investments. He also answers listener questions. 

]]> In this episode Jeff discusses Trump policies and the effect they could have on our retirement and investments. He also answers listener questions. 

]]> Sat, 21 Dec 2024 07:00:00 -0800 Jeff Vogan Jeff Vogan 3050 In this episode Jeff discusses Trump policies and the effect they could have on our retirement and investments. He also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Does The Stock Market Consider This The Most Wonderful Time Of The Year? 56 56 Does The Stock Market Consider This The Most Wonderful Time Of The Year? full 18ffe004-d34d-43cb-b607-2b691160dd09 https://share.transistor.fm/s/31f4df16 In this episode, Jeff discusses the stock market in December, Trump tariffs, what to do before years end, and answers listener questions. 

]]> In this episode, Jeff discusses the stock market in December, Trump tariffs, what to do before years end, and answers listener questions. 

]]> Sat, 30 Nov 2024 07:00:00 -0800 Jeff Vogan Jeff Vogan 3049 In this episode, Jeff discusses the stock market in December, Trump tariffs, what to do before years end, and answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Trumps Cabinet Picks 55 55 Trumps Cabinet Picks full 52dc6d3f-40a8-450e-9bc7-930c7cf61aff https://share.transistor.fm/s/78ece67f In this episode Jeff discusses Trumps cabinet picks and business people as opposed to politicians in those offices. He also has his case of the week and answers listener questions. 

]]> In this episode Jeff discusses Trumps cabinet picks and business people as opposed to politicians in those offices. He also has his case of the week and answers listener questions. 

]]> Tue, 26 Nov 2024 08:06:01 -0800 Jeff Vogan Jeff Vogan 3050 In this episode Jeff discusses Trumps cabinet picks and business people as opposed to politicians in those offices. He also has his case of the week and answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The Trump Bump - The Market Reacts 54 54 The Trump Bump - The Market Reacts full 89149c8b-ac2b-4d1e-8e62-2232c1d3a9bd https://share.transistor.fm/s/20a9183b In this episode Jeff discusses the market's reaction to the Trump win. Also trumps win is about to boost bank stocks and listener questions. 

]]> In this episode Jeff discusses the market's reaction to the Trump win. Also trumps win is about to boost bank stocks and listener questions. 

]]> Sat, 16 Nov 2024 07:00:00 -0800 Jeff Vogan Jeff Vogan 3049 In this episode Jeff discusses the market's reaction to the Trump win. Also trumps win is about to boost bank stocks and listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Trump 2.0 - What To Expect Moving Forward 53 53 Trump 2.0 - What To Expect Moving Forward full 04ab894b-62c9-4603-9d05-98ef326926ba https://share.transistor.fm/s/5e192978 In this episode Jeff discusses what to expect with the second Term of Donald Trump. He also discusses hos case of the week and answers listener questions. 

]]> In this episode Jeff discusses what to expect with the second Term of Donald Trump. He also discusses hos case of the week and answers listener questions. 

]]> Mon, 11 Nov 2024 09:46:58 -0800 Jeff Vogan Jeff Vogan 3061 In this episode Jeff discusses what to expect with the second Term of Donald Trump. He also discusses hos case of the week and answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Income Upgrades 52 52 Income Upgrades full 1679066f-e08f-408e-82c4-48953672f980 https://share.transistor.fm/s/73ac12ed In this episode Jeff discusses the LA Times and Washington Post not endorsing a candidate, annuity upgrades, Jeff's case of the week. He also answers listener questions. 

]]> In this episode Jeff discusses the LA Times and Washington Post not endorsing a candidate, annuity upgrades, Jeff's case of the week. He also answers listener questions. 

]]> Mon, 04 Nov 2024 10:19:09 -0800 Jeff Vogan Jeff Vogan 3049 In this episode Jeff discusses the LA Times and Washington Post not endorsing a candidate, annuity upgrades, Jeff's case of the week. He also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Why The Market Has Been So Good Lately 51 51 Why The Market Has Been So Good Lately full 209b1e2b-0902-42d9-8407-ba0770376caa https://share.transistor.fm/s/8f1842f8 In this episode Jeff discusses Elon Musk's Space X test, why the market has been so good lately, and he answers listener questions. 

]]> In this episode Jeff discusses Elon Musk's Space X test, why the market has been so good lately, and he answers listener questions. 

]]> Mon, 21 Oct 2024 16:54:23 -0700 Jeff Vogan Jeff Vogan 2904 In this episode Jeff discusses Elon Musk's Space X test, why the market has been so good lately, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Why Wall Street's Hopes For Another Big Interest Rate Cut Have Dimmed 50 50 Why Wall Street's Hopes For Another Big Interest Rate Cut Have Dimmed full f4c13bc4-662a-4870-9917-b9f1b9c193cb https://share.transistor.fm/s/0a05958b In tis episode Jeff discusses hopes for further interest rate cuts. He also answers listener questions. 

]]> In tis episode Jeff discusses hopes for further interest rate cuts. He also answers listener questions. 

]]> Mon, 14 Oct 2024 18:33:32 -0700 Jeff Vogan Jeff Vogan 2952 In tis episode Jeff discusses hopes for further interest rate cuts. He also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Are You Better Off Now Than You Were 4 Years Ago? 49 49 Are You Better Off Now Than You Were 4 Years Ago? full 5cc4f86c-ebf1-4f58-a790-31deeaf8d86b https://share.transistor.fm/s/67416526 in this episode Jeff discusses whether things are better now than 4 years ago. He also answers listener questions. 

]]> in this episode Jeff discusses whether things are better now than 4 years ago. He also answers listener questions. 

]]> Sat, 05 Oct 2024 07:00:00 -0700 Jeff Vogan Jeff Vogan 3048 in this episode Jeff discusses whether things are better now than 4 years ago. He also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No After The Fed Rate Cut, What's Next? 48 48 After The Fed Rate Cut, What's Next? full 3e83cf55-6a7e-43d0-8988-cde1deed2245 https://share.transistor.fm/s/9544e186 In this episode Jeff discusses the Fed rate cut and what's next. He also answers listener questions. 

]]> In this episode Jeff discusses the Fed rate cut and what's next. He also answers listener questions. 

]]> Mon, 30 Sep 2024 09:24:12 -0700 Jeff Vogan Jeff Vogan 3051 In this episode Jeff discusses the Fed rate cut and what's next. He also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No How Will Dropping Interest Rates Affect Investors? 47 47 How Will Dropping Interest Rates Affect Investors? full 4f998bcd-1c1d-41dc-a6b5-cb64ac8a08c4 https://share.transistor.fm/s/e181a8fb In this episode Jeff discusses how dropping interest rates will affect investors. He also answers listener questions and talks what you should know before a spouse passes. 

]]> In this episode Jeff discusses how dropping interest rates will affect investors. He also answers listener questions and talks what you should know before a spouse passes. 

]]> Sat, 14 Sep 2024 07:00:00 -0700 Jeff Vogan Jeff Vogan 3055 In this episode Jeff discusses how dropping interest rates will affect investors. He also answers listener questions and talks what you should know before a spouse passes. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Can The President Fix Inflation? 46 46 Can The President Fix Inflation? full 81935e47-7c86-47cf-b28b-caf83594f578 https://share.transistor.fm/s/614bae90 In this episode Jeff discuses whether the President can fix inflation. He also answers listener questions. 

]]> In this episode Jeff discuses whether the President can fix inflation. He also answers listener questions. 

]]> Sat, 31 Aug 2024 09:00:00 -0700 Jeff Vogan Jeff Vogan 3050 In this episode Jeff discuses whether the President can fix inflation. He also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Sell-Off On Wall Street - What Happened And What It Says About The Economy 45 45 Sell-Off On Wall Street - What Happened And What It Says About The Economy full b93ae9ae-d91f-44ec-a571-ab0cf084caed https://share.transistor.fm/s/5a91f3bd In this episode Jeff discusses what happened 0on Wall Street this week and whether or not we should be concerned. 

]]> In this episode Jeff discusses what happened 0on Wall Street this week and whether or not we should be concerned. 

]]> Sat, 10 Aug 2024 09:00:00 -0700 Jeff Vogan Jeff Vogan 2929 In this episode Jeff discusses what happened 0on Wall Street this week and whether or not we should be concerned. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No What A Harris Presidency Would Mean If You Plan To Retire In 2025 44 44 What A Harris Presidency Would Mean If You Plan To Retire In 2025 full f5a4adf9-dca3-46c4-8671-dc8705912aff https://share.transistor.fm/s/035b05ba In this episode Jeff discusses what a Kamala Harris presidency would mean if you plan to retire in 2025. He also answers listener questions. 

]]> In this episode Jeff discusses what a Kamala Harris presidency would mean if you plan to retire in 2025. He also answers listener questions. 

]]> Sat, 03 Aug 2024 09:00:00 -0700 Jeff Vogan Jeff Vogan 3029 In this episode Jeff discusses what a Kamala Harris presidency would mean if you plan to retire in 2025. He also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Should Inflation Cause You To Postpone Retirement? 43 43 Should Inflation Cause You To Postpone Retirement? full 0fd8d8bd-98cc-4ff0-8d33-59e524f35d0b https://share.transistor.fm/s/bada5c19 In this episode Jeff discusses people who are postponing their retirement because of inflation. Jeff also answers listener questions. 

]]> In this episode Jeff discusses people who are postponing their retirement because of inflation. Jeff also answers listener questions. 

]]> Sat, 06 Jul 2024 07:00:00 -0700 Jeff Vogan Jeff Vogan 3047 In this episode Jeff discusses people who are postponing their retirement because of inflation. Jeff also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Two Fed Rate Cuts This Year? 42 42 Two Fed Rate Cuts This Year? full 58575e67-bf7e-489a-8b9d-1dc07127e9a6 https://share.transistor.fm/s/fddf1b23 In this episode Jeff discusses whether we will have Fed rate cuts later in the year and answers listener questions. 

]]> In this episode Jeff discusses whether we will have Fed rate cuts later in the year and answers listener questions. 

]]> Sat, 29 Jun 2024 07:00:00 -0700 Jeff Vogan Jeff Vogan 3047 In this episode Jeff discusses whether we will have Fed rate cuts later in the year and answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Top Economist Says We Could Have A Recession Worse Than 2008 41 41 Top Economist Says We Could Have A Recession Worse Than 2008 full 946af9d3-addb-409c-bfa4-875593c41fbb https://share.transistor.fm/s/0fc11669 In this episode, Jeff discusses comments about recession and doomsday predictors. He also answers listener questions. 

]]> In this episode, Jeff discusses comments about recession and doomsday predictors. He also answers listener questions. 

]]> Sat, 22 Jun 2024 09:00:00 -0700 Jeff Vogan Jeff Vogan 3051 In this episode, Jeff discusses comments about recession and doomsday predictors. He also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Turning Down The Noise 40 40 Turning Down The Noise full d523fd79-7716-4bf7-af75-78ff098ced39 https://share.transistor.fm/s/3ab37d3f In this episode Jeff discusses turning down the noise - not paying to much attention to the biased media. He also answers listener questions. 

]]> In this episode Jeff discusses turning down the noise - not paying to much attention to the biased media. He also answers listener questions. 

]]> Sat, 15 Jun 2024 09:00:00 -0700 Jeff Vogan Jeff Vogan 3051 In this episode Jeff discusses turning down the noise - not paying to much attention to the biased media. He also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Are We Never Going To Get Interest Rate Cuts? 39 39 Are We Never Going To Get Interest Rate Cuts? full 8d5acc7d-0c12-4564-98f8-7b842d03c4d0 https://share.transistor.fm/s/7b934009 In this episode Jeff discusses whether we're ever going to have interest rate cuts. Also Jeff answers listener questions and talks about reasons why 65 may not be your retirement age. 

]]> In this episode Jeff discusses whether we're ever going to have interest rate cuts. Also Jeff answers listener questions and talks about reasons why 65 may not be your retirement age. 

]]> Sat, 08 Jun 2024 09:00:00 -0700 Jeff Vogan Jeff Vogan 3042 In this episode Jeff discusses whether we're ever going to have interest rate cuts. Also Jeff answers listener questions and talks about reasons why 65 may not be your retirement age. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The DOW Has Reached 40,000, Is It Too Late To Jump In? 38 38 The DOW Has Reached 40,000, Is It Too Late To Jump In? full d4d05f79-e3f9-45be-8ff3-1eecf6df8147 https://share.transistor.fm/s/2edeffbe In this episode Jeff discusses the DOW reaching 40,000 and whether it's to late to get in.  Jeff also answers listener questons. 

]]> In this episode Jeff discusses the DOW reaching 40,000 and whether it's to late to get in.  Jeff also answers listener questons. 

]]> Sat, 01 Jun 2024 09:00:00 -0700 Jeff Vogan Jeff Vogan 2914 In this episode Jeff discusses the DOW reaching 40,000 and whether it's to late to get in.  Jeff also answers listener questons. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Earnings Season Is Here 37 37 Earnings Season Is Here full 4ab17cc0-1661-4186-9041-9f8e7212294f https://share.transistor.fm/s/f90fa13e In this episode Jeff discuses earnings season, stubborn inflation, and the market. He also answers listener questions. 

]]> In this episode Jeff discuses earnings season, stubborn inflation, and the market. He also answers listener questions. 

]]> Sat, 11 May 2024 07:00:00 -0700 Jeff Vogan Jeff Vogan 2985 In this episode Jeff discuses earnings season, stubborn inflation, and the market. He also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Will The Market Pullback Continue? 36 36 Will The Market Pullback Continue? full 7f6db058-a627-4c22-b0d7-882f7fab3374 https://share.transistor.fm/s/95443f71 In this episode Jeff discusses whether the market pullback will continue, recession, and he answers listener questions. 

]]> In this episode Jeff discusses whether the market pullback will continue, recession, and he answers listener questions. 

]]> Sat, 04 May 2024 09:00:00 -0700 Jeff Vogan Jeff Vogan 3054 In this episode Jeff discusses whether the market pullback will continue, recession, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Recession... What Recession? 35 35 Recession... What Recession? full 6043e2a7-aef3-4ec3-89ec-2bd85c7c561f https://share.transistor.fm/s/603693d0 In this episode Jeff talks about an indicator that has been seen for 450 days that normally signals a recession, but this time has not - so far. Jeff also answers listener questions and talks about his Retirement Roadmap. 

]]> In this episode Jeff talks about an indicator that has been seen for 450 days that normally signals a recession, but this time has not - so far. Jeff also answers listener questions and talks about his Retirement Roadmap. 

]]> Sat, 20 Apr 2024 09:00:00 -0700 Jeff Vogan Jeff Vogan 3053 In this episode Jeff talks about an indicator that has been seen for 450 days that normally signals a recession, but this time has not - so far. Jeff also answers listener questions and talks about his Retirement Roadmap. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Costly Mistakes People Make In Retirement Part Two 34 34 Costly Mistakes People Make In Retirement Part Two full b1bceb33-f525-4ee7-ab6c-78c9b69563bb https://share.transistor.fm/s/3dbd1e2e In this episode Jeff continues his discussion on costly mistake people make in the early stages of retirement along with answering listener questions. 

]]> In this episode Jeff continues his discussion on costly mistake people make in the early stages of retirement along with answering listener questions. 

]]> Sat, 06 Apr 2024 17:00:00 -0700 Jeff Vogan Jeff Vogan 3056 In this episode Jeff continues his discussion on costly mistake people make in the early stages of retirement along with answering listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Costly Mistakes That People Make In The Beginning Of Retirement 33 33 Costly Mistakes That People Make In The Beginning Of Retirement full 733e49b5-79c3-48f4-9816-732a4b932f1b https://share.transistor.fm/s/4d02fbcc In this episode Jeff discusses 20 costly mistakes the people make at the beginning of retirement. Jeff also answers listener questions. 

]]> In this episode Jeff discusses 20 costly mistakes the people make at the beginning of retirement. Jeff also answers listener questions. 

]]> Mon, 01 Apr 2024 09:31:50 -0700 Jeff Vogan Jeff Vogan 3051 In this episode Jeff discusses 20 costly mistakes the people make at the beginning of retirement. Jeff also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The USA Is On An Unsustainable Financial Course 32 32 The USA Is On An Unsustainable Financial Course full b5b22fd7-3f17-4fd8-889a-308795654421 https://share.transistor.fm/s/ab2d08f0 In this episode Jeff discusses the US being on an unsustainable financial course and he answers listener questions. 

]]> In this episode Jeff discusses the US being on an unsustainable financial course and he answers listener questions. 

]]> Mon, 01 Apr 2024 09:24:29 -0700 Jeff Vogan Jeff Vogan 3027 In this episode Jeff discusses the US being on an unsustainable financial course and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Fed Rate Cuts? Not So Fast! 31 31 Fed Rate Cuts? Not So Fast! full 7557f134-02b2-4235-ac33-b391047777b0 https://share.transistor.fm/s/368fff73 in this episode Jeff talks about the fed not cutting rates as quickly as they thought because inflation is still not under control. Also Jeff discusses "buy the hype, sell the fact" as it applies to stocks in addition to answering listener questions. 

]]> in this episode Jeff talks about the fed not cutting rates as quickly as they thought because inflation is still not under control. Also Jeff discusses "buy the hype, sell the fact" as it applies to stocks in addition to answering listener questions. 

]]> Sat, 09 Mar 2024 07:00:00 -0800 Jeff Vogan Jeff Vogan 3050 in this episode Jeff talks about the fed not cutting rates as quickly as they thought because inflation is still not under control. Also Jeff discusses "buy the hype, sell the fact" as it applies to stocks in addition to answering listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The Unicorn Of Financial Advisors 30 30 The Unicorn Of Financial Advisors full e785f5d2-9bd0-4547-b5e4-e59f22acac91 https://share.transistor.fm/s/307db38b In this episode Jeff discusses his in-depth approach to financial planning. He also answers listener questions. 

]]> In this episode Jeff discusses his in-depth approach to financial planning. He also answers listener questions. 

]]> Sat, 02 Mar 2024 09:00:00 -0800 Jeff Vogan Jeff Vogan 3012 In this episode Jeff discusses his in-depth approach to financial planning. He also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The Fed Is A Pawn To Manipulate Wall Street 29 29 The Fed Is A Pawn To Manipulate Wall Street full b07ba705-d893-4011-9949-9e9a60a9a900 https://share.transistor.fm/s/ac650b76 In this episode Jeff discusses the Fed and his opinion that they manipulate Wall Street. Jeff also answers listener questions. 

]]> In this episode Jeff discusses the Fed and his opinion that they manipulate Wall Street. Jeff also answers listener questions. 

]]> Mon, 19 Feb 2024 08:37:10 -0800 Jeff Vogan Jeff Vogan 2846 In this episode Jeff discusses the Fed and his opinion that they manipulate Wall Street. Jeff also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Will The Fed Lower Interest Rates Soon? 28 28 Will The Fed Lower Interest Rates Soon? full 0d0130c3-fa1d-465d-9b36-ce70b316860a https://share.transistor.fm/s/405272cf In this episode Jeff discusses the Fed's plan for interest rates. He also answers listener questions, and discusses his case of the week. 

]]> In this episode Jeff discusses the Fed's plan for interest rates. He also answers listener questions, and discusses his case of the week. 

]]> Sat, 10 Feb 2024 09:00:00 -0800 Jeff Vogan Jeff Vogan 2989 In this episode Jeff discusses the Fed's plan for interest rates. He also answers listener questions, and discusses his case of the week. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No What's Happening In The Economy Right Now 27 27 What's Happening In The Economy Right Now full fee940d6-8084-4e99-94da-7b6f04f47de9 https://share.transistor.fm/s/a769d75d In this episode Jeff gets into an in-depth discussion about factors that are happening now that affect the economy, the market, and your investments. He also answers listener questions. 

]]> In this episode Jeff gets into an in-depth discussion about factors that are happening now that affect the economy, the market, and your investments. He also answers listener questions. 

]]> Sat, 03 Feb 2024 09:00:00 -0800 Jeff Vogan Jeff Vogan 2991 In this episode Jeff gets into an in-depth discussion about factors that are happening now that affect the economy, the market, and your investments. He also answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The S&P 500 And DOW Are Rising - What Does It Mean? 26 26 The S&P 500 And DOW Are Rising - What Does It Mean? full d97b6ec4-61c6-48be-bb7f-28046ba87994 https://share.transistor.fm/s/ef454965 In this episode Jeff discusses the DOW and S&P 500 being at highs and what it means for us. Also he answers listener questions and talks about crypto currency. 

]]> In this episode Jeff discusses the DOW and S&P 500 being at highs and what it means for us. Also he answers listener questions and talks about crypto currency. 

]]> Sat, 27 Jan 2024 09:00:00 -0800 Jeff Vogan Jeff Vogan 3050 In this episode Jeff discusses the DOW and S&P 500 being at highs and what it means for us. Also he answers listener questions and talks about crypto currency. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The Election Process Has Begun 25 25 The Election Process Has Begun full c2beec7c-a6bd-4e42-a736-1344eb83f0b5 https://share.transistor.fm/s/35120832 In this episode Jeff discusses the presidential election process beginning and the market and economy. He also answers listener questions and talks about what the Retirement Roadmap and what it consists of. 

]]> In this episode Jeff discusses the presidential election process beginning and the market and economy. He also answers listener questions and talks about what the Retirement Roadmap and what it consists of. 

]]> Sat, 20 Jan 2024 09:00:00 -0800 Jeff Vogan Jeff Vogan 3020 In this episode Jeff discusses the presidential election process beginning and the market and economy. He also answers listener questions and talks about what the Retirement Roadmap and what it consists of. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Does The S&P 500 In The First Week Of The Year Predict The Market in 2024? 24 24 Does The S&P 500 In The First Week Of The Year Predict The Market in 2024? full c30c6020-0145-43e4-a34b-08c5ac320dd2 https://share.transistor.fm/s/521137a2 In this episode Jeff discusses the S&P 500 performance in the first week of the year and whether it give us any indication of the future in 2024. Also Jeff answers listener questions and talks about riders you can put on insurance policies to enhance coverage. 

]]> In this episode Jeff discusses the S&P 500 performance in the first week of the year and whether it give us any indication of the future in 2024. Also Jeff answers listener questions and talks about riders you can put on insurance policies to enhance coverage. 

]]> Sat, 13 Jan 2024 09:00:00 -0800 Jeff Vogan Jeff Vogan 2988 In this episode Jeff discusses the S&P 500 performance in the first week of the year and whether it give us any indication of the future in 2024. Also Jeff answers listener questions and talks about riders you can put on insurance policies to enhance coverage. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Should We Be Optimistic About The Market and Economy for 2024? 23 23 Should We Be Optimistic About The Market and Economy for 2024? full 6c178e2e-18a4-461d-931e-a0f95ee5d247 https://share.transistor.fm/s/94989729 In this episode Jeff discusses his opinion on how things will unfold in 2024. He also talks about his case of the week and answers listener questions. 

]]> In this episode Jeff discusses his opinion on how things will unfold in 2024. He also talks about his case of the week and answers listener questions. 

]]> Sat, 06 Jan 2024 09:00:00 -0800 Jeff Vogan Jeff Vogan 2990 In this episode Jeff discusses his opinion on how things will unfold in 2024. He also talks about his case of the week and answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No What Would Interest Rate Cuts Mean For the Economy on 2024? 22 22 What Would Interest Rate Cuts Mean For the Economy on 2024? full 6f9885b0-f6ad-49cd-8a59-7ba66df0acb4 https://share.transistor.fm/s/70857e9b In this episode Jeff discusses what interest rate cuts would mean for us in 2024. Also he talks about his case of the week and answers listener questions. 

]]> In this episode Jeff discusses what interest rate cuts would mean for us in 2024. Also he talks about his case of the week and answers listener questions. 

]]> Thu, 04 Jan 2024 19:40:18 -0800 Jeff Vogan Jeff Vogan 2806 In this episode Jeff discusses what interest rate cuts would mean for us in 2024. Also he talks about his case of the week and answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No What Are The Prognosticators Saying About 2024? 21 21 What Are The Prognosticators Saying About 2024? full 84d9d92c-cb30-429c-9f49-a67819d38140 https://share.transistor.fm/s/519502ce In this episode Jeff discusses what the the prognosticators are saying about he market in 2024, along with his case of the week and he answers listener questions. 

]]> In this episode Jeff discusses what the the prognosticators are saying about he market in 2024, along with his case of the week and he answers listener questions. 

]]> Mon, 18 Dec 2023 17:57:17 -0800 Jeff Vogan Jeff Vogan 3051 In this episode Jeff discusses what the the prognosticators are saying about he market in 2024, along with his case of the week and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No R.I.P. Charlie Munger 20 20 R.I.P. Charlie Munger full 334cf5eb-f2dc-4f6d-825d-b2ac34969879 https://share.transistor.fm/s/33268a54 In this episode Jeff discusses lessons learned from Charlie Munger. Also his case of the week, and answers listener questions.  

]]> In this episode Jeff discusses lessons learned from Charlie Munger. Also his case of the week, and answers listener questions.  

]]> Mon, 18 Dec 2023 17:53:10 -0800 Jeff Vogan Jeff Vogan 3001 In this episode Jeff discusses lessons learned from Charlie Munger. Also his case of the week, and answers listener questions.  

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Retirement Planning Tasks To Consider Before Year End 19 19 Retirement Planning Tasks To Consider Before Year End full 7a18b7eb-d162-4ac3-8a87-f89db7961ccb https://share.transistor.fm/s/3c51dbef In this episode, Jeff discusses current events, his case of the week, answers listener questions, and retirement planning and tax things to get done by years end. 

]]> In this episode, Jeff discusses current events, his case of the week, answers listener questions, and retirement planning and tax things to get done by years end. 

]]> Mon, 04 Dec 2023 08:47:52 -0800 Jeff Vogan Jeff Vogan 3019 In this episode, Jeff discusses current events, his case of the week, answers listener questions, and retirement planning and tax things to get done by years end. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Inflation at 3.2% - Is That Reason To Celebrate? 18 18 Inflation at 3.2% - Is That Reason To Celebrate? full 45b09a42-62c7-49b4-ae11-1c843d8cec7b https://share.transistor.fm/s/075325fc In this episode Jeff discusses the new inflation report of 3.2 % and what it means, also his case of the week, and he answers listener questions. 

]]> In this episode Jeff discusses the new inflation report of 3.2 % and what it means, also his case of the week, and he answers listener questions. 

]]> Sat, 18 Nov 2023 10:00:00 -0800 Jeff Vogan Jeff Vogan 2958 In this episode Jeff discusses the new inflation report of 3.2 % and what it means, also his case of the week, and he answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Are We Going To Escape A Recession? 17 17 Are We Going To Escape A Recession? full f9e6d3c4-b091-4e7c-8a4b-170db4e6f315 https://share.transistor.fm/s/4b15c942 In this episode Jeff discusses whether we can beat inflation without a recession. Also Jeff talks about his case of the week, answers listener questions, and discusses charitable gifting. 

]]> In this episode Jeff discusses whether we can beat inflation without a recession. Also Jeff talks about his case of the week, answers listener questions, and discusses charitable gifting. 

]]> Mon, 13 Nov 2023 09:18:06 -0800 Jeff Vogan Jeff Vogan 3029 In this episode Jeff discusses whether we can beat inflation without a recession. Also Jeff talks about his case of the week, answers listener questions, and discusses charitable gifting. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Paying For The USA's Debt With Higher Taxes 16 16 Paying For The USA's Debt With Higher Taxes full 3cf9a2d8-a7fc-4e0e-98ba-bb802a948206 https://share.transistor.fm/s/a87dd838 In this episode Jeff discusses the debt crisis possibly meaning higher taxes in the near future. He also discusses his case of the week, and answers listener questions. 

]]> In this episode Jeff discusses the debt crisis possibly meaning higher taxes in the near future. He also discusses his case of the week, and answers listener questions. 

]]> Sun, 05 Nov 2023 19:07:13 -0800 Jeff Vogan Jeff Vogan 2861 In this episode Jeff discusses the debt crisis possibly meaning higher taxes in the near future. He also discusses his case of the week, and answers listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Is A Recession Coming Or Not? 15 15 Is A Recession Coming Or Not? full 2f7f5246-335c-451e-8df4-cc0b31c57329 https://share.transistor.fm/s/0b72146f In this episode Jeff discusses whether we're in for a recession after all, his case of the week, answers listener questions, and investing with cash. 

]]> In this episode Jeff discusses whether we're in for a recession after all, his case of the week, answers listener questions, and investing with cash. 

]]> Sun, 29 Oct 2023 17:59:41 -0700 Jeff Vogan Jeff Vogan 2892 In this episode Jeff discusses whether we're in for a recession after all, his case of the week, answers listener questions, and investing with cash. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Changes To Social Security and Medicare For 2024 14 14 Changes To Social Security and Medicare For 2024 full ba53561b-defb-420e-a5bc-e489608068fd https://share.transistor.fm/s/785edac8 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 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. 

]]> Sun, 22 Oct 2023 19:37:41 -0700 Jeff Vogan Jeff Vogan 3028 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. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Election, Recession, and Inflation 13 13 Election, Recession, and Inflation full 53bca10c-32f2-4390-992d-6ba44a02c1c0 https://share.transistor.fm/s/c53843ce 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 the election cycle and how markets respond, the recession possibility and the differing opinions, listener questions, and the Medicare Open Enrollment Period. 

]]> Sun, 15 Oct 2023 16:29:32 -0700 Jeff Vogan Jeff Vogan 2869 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. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The American Debt Crisis 12 12 The American Debt Crisis full a83af5ae-d117-4d5a-96f0-122714723013 https://share.transistor.fm/s/c75709a4 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 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. 

]]> Sun, 01 Oct 2023 19:01:39 -0700 Jeff Vogan Jeff Vogan 2899 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. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The State Of The Market and Economy 11 11 The State Of The Market and Economy full f05f2551-d47d-4e08-b3f1-31e33a099e24 https://share.transistor.fm/s/33a326a8 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 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. 

]]> Sun, 17 Sep 2023 18:03:04 -0700 Jeff Vogan Jeff Vogan 3010 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. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Financial News - Reading Between The Lines 10 10 Financial News - Reading Between The Lines full 939aea38-8e72-4b4c-a2ec-ce1f0fc8ef01 https://share.transistor.fm/s/2739c46e 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 discusses reading between the lines of financial news, his case of the week, listener questions, and alternatives for conservative investors. 

]]> Sun, 10 Sep 2023 10:39:41 -0700 Jeff Vogan Jeff Vogan 2961 In this episode Jeff discusses reading between the lines of financial news, his case of the week, listener questions, and alternatives for conservative investors. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Is The Fed Done Raising Interest Rates? 9 9 Is The Fed Done Raising Interest Rates? full b421abd5-895c-407e-ad3f-fbf8f7369c11 https://share.transistor.fm/s/8d74a943 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 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. 

]]> Tue, 05 Sep 2023 12:42:56 -0700 Jeff Vogan Jeff Vogan 3061 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. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Disinflation 8 8 Disinflation full 7f0cf643-7805-43fb-8564-709b7a24004e https://share.transistor.fm/s/f7b0aa64 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 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. 

]]> Sat, 26 Aug 2023 11:00:00 -0700 Jeff Vogan Jeff Vogan 2959 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. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Modern Monetary Theory In Today's Economy 7 7 Modern Monetary Theory In Today's Economy full bed183fc-0c63-4da0-aa41-e6dcdff4435c https://share.transistor.fm/s/426b75aa 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 economy, as well as discussing his case of the week. he answers three questions from listners, and talks about target dated funds. 

]]> Sat, 19 Aug 2023 09:00:00 -0700 Jeff Vogan Jeff Vogan 3051 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. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The Strength Of The Market 6 6 The Strength Of The Market full 249b0641-06bf-41ff-b8e7-d159454a816c https://share.transistor.fm/s/2c934a8a 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 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?"

]]> Wed, 16 Aug 2023 16:18:40 -0700 Jeff Vogan Jeff Vogan 3047 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?"

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Are We Seeing A Green Light To Return To The Market? 5 5 Are We Seeing A Green Light To Return To The Market? full 4304704f-8fb1-4503-b330-e31782230d5b https://share.transistor.fm/s/fe89e056 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. 

]]> 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. 

]]> Mon, 07 Aug 2023 17:17:16 -0700 Jeff Vogan Jeff Vogan 3049 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. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No The Do-It-Yourself Investor Case Study 4 4 The Do-It-Yourself Investor Case Study full e83d06b2-d3b8-4c9f-b83d-71f13d941134 https://share.transistor.fm/s/c0ade6f5 In this episode Jeff talks about earnings reports year over year, his case of the week about DIY investing. He also answers 3 listener questions in depth. 

]]> In this episode Jeff talks about earnings reports year over year, his case of the week about DIY investing. He also answers 3 listener questions in depth. 

]]> Sun, 30 Jul 2023 13:45:03 -0700 Jeff Vogan Jeff Vogan 3048 In this episode Jeff talks about earnings reports year over year, his case of the week about DIY investing. He also answers 3 listener questions in depth. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Disinflation, Case Of The Week, Listener Questions, And Strategies For Investing After Retirement 3 3 Disinflation, Case Of The Week, Listener Questions, And Strategies For Investing After Retirement full 6a1621a7-cdbc-4550-b7bc-e0e40535f59a https://share.transistor.fm/s/166379fd In this episode Jeff talks about disinflation, his case of the week, answers listener questions, and strategies for investing after retirement. 

]]> In this episode Jeff talks about disinflation, his case of the week, answers listener questions, and strategies for investing after retirement. 

]]> Sat, 22 Jul 2023 15:16:59 -0700 Jeff Vogan Jeff Vogan 3049 In this episode Jeff talks about disinflation, his case of the week, answers listener questions, and strategies for investing after retirement. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No Your Roadmap To Retirement 2 2 Your Roadmap To Retirement full 467f3a5b-ecd7-4338-afb2-c48b295bbf45 https://share.transistor.fm/s/f25d77b9 In this episode Jeff discusses his retirement roadmap - the mechanics of it and how you get paid. Also how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement. 

]]> In this episode Jeff discusses his retirement roadmap - the mechanics of it and how you get paid. Also how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement. 

]]> Mon, 17 Jul 2023 19:46:00 -0700 Jeff Vogan Jeff Vogan 2989 In this episode Jeff discusses his retirement roadmap - the mechanics of it and how you get paid. Also how to tackle inflation in retirement and what you need to know if you plan to work part-time in retirement. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No How Wrong Wall Street Was About The First Half of 2023 1 1 How Wrong Wall Street Was About The First Half of 2023 full 751c9399-b948-47ae-bbca-95ccd19e6a81 https://share.transistor.fm/s/cf4069b8 In this episode Jeff discusses how wrong Wall Street was about the first half of 2023 and what to expect for the 2nd half, which is best for your estate plan - a will or a trust, longevity risk, and listener questions. 

]]> In this episode Jeff discusses how wrong Wall Street was about the first half of 2023 and what to expect for the 2nd half, which is best for your estate plan - a will or a trust, longevity risk, and listener questions. 

]]> Sat, 08 Jul 2023 13:54:49 -0700 Jeff Vogan Jeff Vogan 3139 In this episode Jeff discusses how wrong Wall Street was about the first half of 2023 and what to expect for the 2nd half, which is best for your estate plan - a will or a trust, longevity risk, and listener questions. 

]]> investing, retirement, stocks, bonds, annuities, wealth, money, legacy planning, insurance No