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Massey on Money

Massey on Money

Hosted by Jeff Massey

Episodes

175

Latest episode

Oct 2026

Language

EN

About the show

Jeff Massey is the founder and president of Massey and Associates, Inc. He is a CERTIFIED FINANCIAL PLANNER® with 30 years of experience. He helps clients with retirement planning, asset preservation, investment strategies, legacy planning, and comprehensive financial guidance. He does a weekly Podcast talking about retirement. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

Listen to episodes

60 recent
October 31, 202654 min

Massey on Money Podcast Epidsode 174

Can filing taxes separately really save you more after retirement? What if one child is responsible and the other is not—can you shape how your inheritance is used? In this candid Q&A episode, Jeff Massey and Amy Sharpe tackle the financial dilemmas listeners face but rarely discuss openly, from long-term care anxieties to the complexities of charitable giving and concentrated company stock. Discover the hidden pitfalls and strategies that could make all the difference for your retirement—plus, hear why "just taking care of everything" isn’t always the right plan for couples. Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

October 26, 202623 min

Massey on Money Podcast Epidsode 173

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

October 26, 202624 min

Massey on Money Podcast Episode 172

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

October 10, 202624 min

Massey on Money Podcast Episode 171

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

October 3, 202624 min

Massey on Money Podcast Episode 170

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

September 19, 202624 min

Massey on Money Podcast Episode 169

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

September 12, 202624 min

Massey on Money Podcast Episode 168

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

September 11, 202625 min

Massey on Money Podcast Episode 167

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

August 29, 202624 min

Massey on Money Podcast Episode 166

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

August 28, 202624 min

Massey on Money Podcast Episode 165

Get the latest financial news, tips, and updates on Massey on Money. For more information about Jeff Massey, go to masseyandassociates.com.

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