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 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, alternative investments, listener questions, and life changes, so should you estate plan.

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

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

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

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

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