Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management.
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. Be…
In this episode Jeff discusses direct indexing versus mutual funds or ETFs. Also the unique needs of high net worth investors, he also answers listener questions and talks about Q3 and Q4 planning.
In this episode Jeff discusses current economic events, when risk is appropriate and when it's not, and he answers listener questions.
In this episode Jeff discusses the state of the economy and markets, longevity and healthcare in retirement, and he answers listener questions.
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 answ…
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 quest…
In this episode Jeff discusses the One Big Beautiful Bill and how it affects investors and retirees.
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 current events. He answers listener questions and then talks about estate planning for the great wealth transfer.
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, answers listener questions, and what to expect during the first 5 years in retirement
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 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 and political events, life insurance retirement plans, 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.
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 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 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 current events, the stock market, long-term care 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.