Episodes
145
Latest episode
Oct 2026
Language
EN
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 10 year-end decisions that can shape your retirement. We also hear tax tips with Taylor, retiring with what you have and making it work, and he answers listener questions.
In this episode Jeff discusses a million dollars saved, but how much is yours to spend? Also Tax Tips with Taylor, listener questions, and AI can give you financial answers, but can it give you a complete retirement plan?
in this episode Jeff discusses 4 out of the box moves the wealthy swear by. Also fixed index annuities and bonds, LIRPS - the retirement solution or just one tool, and he answers listener questions.
In this episode Jeff discusses the October retirement reset - financial moves to consider before December 31st. Also Taylor Vogan's Tax Tips, listener questions, and the Premiere Retirement Roadmap review - what to expect.
In this episode Jeff discusses: The Retirement Reset: Higher Rates, Higher Markets—and Decisions Retirees Need to Make Now Tax Tips with Taylor Listener Questions Stock Splits – More Shares, More Money?
In this episode Jeff discusses the recent opinion that in 10 years, AI could kill us. Also the retirement tax window most people ignore or waste, the retirement bucket list price tag, and he answers listener questions.
In this episode Jeff discusses a case study of a couple with 3 million dollars - are they really ready to retire? He also answers listener questions.
In this episode Jeff discusses how the retirement economy has changed and what retirees should do now. Also whay now may the time for an annuity checkup and he answers listener questions.
In this episode Jeff discusses the disconnect between the CPA and Financial Advisor. Also, the annuity boom - why retirees are choosing protection over risk, and he answers listener questions.
In this episode Jeff discusses why 65 is the most dangerous number in your retirement plan. Also essential estate planning documents, and he answers listener questions.
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Alexander Spencer
