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Premiere Retirement With Jeff Vogan

Premiere Retirement With Jeff Vogan

122 episodes — Page 1 of 3

Inflation, Rates, and Risk - Why Retirement Just Got Harder

May 11, 202649 min

Early Retirement - Why The Real Danger Starts After You Quit Working

May 3, 202650 min

Retirement Today Is More Complex Than Ever

Apr 25, 202649 min

Are Today's Retirees Walking Into A Trap?

Apr 20, 202649 min

What Matters Right Now And Where The Opportunities Are Emerging For Investors

Apr 14, 202650 min

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.

Apr 6, 202650 min

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.

Mar 30, 202650 min

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.

Mar 25, 202650 min

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.

Mar 16, 202650 min

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.

Mar 9, 202650 min

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.

Mar 1, 202650 min

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.

Feb 21, 202646 min

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.

Feb 17, 202644 min

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.

Feb 7, 202632 min

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.

Feb 2, 202648 min

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.

Jan 27, 202648 min

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.

Jan 19, 202647 min

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.

Jan 12, 202648 min

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.

Jan 5, 202646 min

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.

Dec 14, 202550 min

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.

Dec 10, 202550 min

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.

Nov 26, 202547 min

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.

Nov 17, 202550 min

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.

Nov 11, 202548 min

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.

Nov 3, 202549 min

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.

Oct 27, 202548 min

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.

Oct 18, 202548 min

Ep 95The One Big Beautiful Bill

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

Oct 11, 202550 min

Ep 94Tax Smart Investing Strategies For Retirees

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

Oct 11, 202551 min

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.

Sep 29, 202549 min

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.

Sep 22, 202549 min

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.

Sep 22, 202548 min

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"

Sep 6, 202547 min

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.

Aug 30, 202549 min

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.

Aug 26, 202550 min

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.

Aug 9, 202549 min

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.

Aug 5, 202549 min

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.

Jul 24, 202550 min

Ep 84The One Big Beautiful Bill

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

Jul 16, 202547 min

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.

Jul 7, 202550 min

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.

Jul 2, 202547 min

Ep 81Listener Questions Answered

In this episode Jeff discusses current events, how to plan for early retirement, and he answers listener questions.

Jun 23, 202548 min

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

Jun 17, 202550 min

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.

Jun 10, 202548 min

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.

Jun 3, 202550 min

Ep 77Life Insurance Retirement Plans

In this episode Jeff discusses current economic and political events, life insurance retirement plans, and he answers listener questions.

May 28, 202549 min

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.

May 19, 202553 min

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.

May 12, 202548 min

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.

May 3, 202548 min

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.

Apr 26, 202546 min