
Premiere Retirement With Jeff Vogan
122 episodes — Page 1 of 3
Inflation, Rates, and Risk - Why Retirement Just Got Harder
Early Retirement - Why The Real Danger Starts After You Quit Working
Retirement Today Is More Complex Than Ever
Are Today's Retirees Walking Into A Trap?
What Matters Right Now And Where The Opportunities Are Emerging For Investors
Ep 118The Retirement Squeeze - Inflation, War, and Market Risk Colliding.
In this episode Jeff discusses the retirement squeeze - inflation, war, and market risks colliding. Also things retirees wish they'd known before they retired.
Ep 117Should World Events Cause You To Change Your Retirement Plans
In this episode Jeff discusses whether world events should change your retirement plans, the number one mistake that causes people to unretire, and he answers listener questions.
Ep 116News Stories That Could Affect Retirees Money Over The Next Decade
In this episode Jeff discusses news stories that could affect retirees for the next decade, why so many Americans think they can't retire, and he answers listener questions.
Ep 115How The US, Isreal, And Iran Conflict Could Affect Your Retirement
In this episode Jeff discusses how the US, Isreal, and Iran conflict could affect your retirement. Also ways smart retirees protect their money during a geo-political crises, and he answers listener questions.
Ep 114Global Conflict, Rising Rates, and Retirement Risks
In this episode Jeff discusses global conflict, rising rates, and retirement risks. Also sequence of return risk, and he answers listener questions.
Ep 113Volatility, Rates, And Retirement - What You Should Do Now
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.
Ep 112Out Of The Box Investments Wealthy Investors Swear By
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.
Ep 111Does The 2025 Retirement Playbook Hold Up in 2026?
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.
Ep 110Wealth Preservation and Risk Management
In this episode Jeff discusses wealth preservation and risk management, long term care strategies for families with large estates, and he answers listener questions.
Ep 109The Dangers And Shortcomings Of An Oversimplified Retirement Plan.
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.
Ep 108Is the 60/40 Stock Bond Portfolio Dead Or Misunderstood?
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.
Ep 107Rebalancing Your Portfolio Nearing Or In Retirement
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.
Ep 106Markets, Inflation, and What Retirees Should Do in 2026.
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.
Ep 1052025 In Review And A Preview Of 2026.
In this episode Jeff discusses the year 2025 in review, what to look for in 2026, and he answers listener questions.
Ep 104Top Retirement Concerns Being Discussed Online
In this episode Jeff discusses current event headlines, top retirement concerns being discusses online, the Premiere Retirement Roadmap, and he answers listener questions.
Ep 103Holiday Market Fears
In this episode Jeff discusses current event headlines, holiday market fears, protecting a spouse in retirement, and he answers listener questions.
Ep 101What You May Be Missing From Your Retirement Portfolio
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.
Ep 100Jeff Answers Questions From Listeners
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.
Ep 99Ways To Lower Your Risk In Retirement Without Giving Up Reasonable Returns
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.
Ep 98Signs Your Retirement Plan May Not Be Right For You
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.
Ep 97Alternative Investments In Your Portfolio
In this episode Jeff discusses current events, alternative investments, listener questions, and life changes, so should you estate plan.
Ep 96The Rule Of 240 Paychecks
In this episode Jeff discusses current events in the market and economy, the rule of 240 paychecks, and he answers listener questions.
Ep 95The One Big Beautiful Bill
In this episode Jeff discusses the One Big Beautiful Bill and how it affects investors and retirees.
Ep 94Tax Smart Investing Strategies For Retirees
In this episode Jeff discusses current events, tax smart investing strategies, listener questions, and liquidity triggers.
Ep 93The Unique Needs Of High Net Worth Investrors
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.
Ep 92How To Prepare For Falling Interest Rates
In this episode Jeff discusses current events, how to prepare for falling interest rates, listener questions, and target date funds.
Ep 91What's Our Investment Philosophy?
In this episode Jeff discusses the Premiere Retirement investment philosophy, being your financial quarterback, listener questions, and estate taxes, the silent wealth assassin.
Ep 90The Market's Most Unpredictable Stretch - September to November
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"
Ep 89The Unique Needs Of High Net Worth Investors
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.
Ep 88When Is Risk Appropriate And When It's Not
In this episode Jeff discusses current economic events, when risk is appropriate and when it's not, and he answers listener questions.
Ep 87The State Of The Economy and Markets Today and The Near Future
In this episode Jeff discusses the state of the economy and markets, longevity and healthcare in retirement, and he answers listener questions.
Ep 86Strategies To Make Your Retirement Savings Last 30 Years.
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.
Ep 85Ways To Structure Income In Retirement
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.
Ep 84The One Big Beautiful Bill
In this episode Jeff discusses the One Big Beautiful Bill and how it affects investors and retirees.
Ep 83What's Happening In The Markets and Economy
In this episode Jeff discusses what's happening in the market and economy, achieving financial independence, and he answers listener questions.
Ep 82Listener Questions and Answers
In this episode Jeff discusses current events. He answers listener questions and then talks about estate planning for the great wealth transfer.
Ep 81Listener Questions Answered
In this episode Jeff discusses current events, how to plan for early retirement, and he answers listener questions.
Ep 80What To Expect In The First Five Years In Retirement
In this episode Jeff discusses current events, answers listener questions, and what to expect during the first 5 years in retirement
Ep 79Is The Big Beautiful Bill A "Disgusting Abomination?"
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.
Ep 78Ways To Make Your Portfolio More Income Focused In Retirement
In this episode Jeff discusses current economic events, ways to make your portfolio more income focused in retirement, and he answers listener questions.
Ep 77Life Insurance Retirement Plans
In this episode Jeff discusses current economic and political events, life insurance retirement plans, and he answers listener questions.
Ep 76Retirement Rules Often Taken Out OF Context
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.
Ep 75Trump's First 100 Days
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.
Ep 745 Impacts Of The US Trade War
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.
Ep 73How An Independent Advisor Differs From A Big National Chain Advisor
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.