Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management.
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Jeff Vogan Podcasts

1
The Market's Most Unpredictable Stretch - September to November
47:27
47:27
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47:27In 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"By Jeff Vogan
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The Unique Needs Of High Net Worth Investors
49:51
49:51
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49:51In 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.By Jeff Vogan
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When Is Risk Appropriate And When It's Not
50:46
50:46
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50:46In this episode Jeff discusses current economic events, when risk is appropriate and when it's not, and he answers listener questions.By Jeff Vogan
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1
The State Of The Economy and Markets Today and The Near Future
49:48
49:48
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49:48In this episode Jeff discusses the state of the economy and markets, longevity and healthcare in retirement, and he answers listener questions.By Jeff Vogan
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1
Strategies To Make Your Retirement Savings Last 30 Years.
49:17
49:17
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49:17In 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.By Jeff Vogan
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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.By Jeff Vogan
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In this episode Jeff discusses the One Big Beautiful Bill and how it affects investors and retirees.By Jeff Vogan
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1
What's Happening In The Markets and Economy
50:51
50:51
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50:51In this episode Jeff discusses what's happening in the market and economy, achieving financial independence, and he answers listener questions.By Jeff Vogan
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In this episode Jeff discusses current events. He answers listener questions and then talks about estate planning for the great wealth transfer.By Jeff Vogan
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In this episode Jeff discusses current events, how to plan for early retirement, and he answers listener questions.By Jeff Vogan
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1
What To Expect In The First Five Years In Retirement
50:52
50:52
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50:52In this episode Jeff discusses current events, answers listener questions, and what to expect during the first 5 years in retirementBy Jeff Vogan
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1
Is The Big Beautiful Bill A "Disgusting Abomination?"
48:57
48:57
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48:57In 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.By Jeff Vogan
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1
Ways To Make Your Portfolio More Income Focused In Retirement
50:44
50:44
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50:44In this episode Jeff discusses current economic events, ways to make your portfolio more income focused in retirement, and he answers listener questions.By Jeff Vogan
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In this episode Jeff discusses current economic and political events, life insurance retirement plans, and he answers listener questions.By Jeff Vogan
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1
Retirement Rules Often Taken Out OF Context
53:57
53:57
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53:57In 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.By Jeff Vogan
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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.By Jeff Vogan
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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.By Jeff Vogan
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1
How An Independent Advisor Differs From A Big National Chain Advisor
46:44
46:44
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46:44In this episode Jeff discusses the market , tariffs, a comparison of Premiere Retirement, an independent advisor to a national chain, and he answers listener questions.By Jeff Vogan
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In this episode Jeff discusses current events, the stock market, long-term care and he answers listener questions.By Jeff Vogan
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In this episode Jeff discuses whether we should buy the dip or stay the course, two-thirds of investors are worried they'll outlive their assets, and he answers listener questions.By Jeff Vogan
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1
Americans Economic Expectations Hit The Lowest Point In 12 Years.
50:47
50:47
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50:47In this episode Jeff discusses that the American economic expectations have hit the lowest level in 12 years, costly mistakes retirees can make if they do not consult a financial advisor, and he answers listener questions.By Jeff Vogan
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In this episode Jeff discusses whether a recession is looming, he answers listener questions and gives his opinion on target date funds.By Jeff Vogan
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1
Market Turbulence - How Should You Should Take It
50:49
50:49
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50:49In this episode Jeff discusses turbulence in the market caused by Trump's policies. he also answers listener questions.By Jeff Vogan
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in this episode Jeff discusses current economic events, the Retirement Roadmap process, and he answers listener questions.By Jeff Vogan
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In this episode Jeff talks about Trumps unconventional tactics and he answers listeners questions.By Jeff Vogan
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1
LIRPS - What Are They And How Are They Used
50:45
50:45
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50:45In this episode Jeff discusses Life Insurance Retirement Plans and How They Are Used. he also answers listener questions.By Jeff Vogan
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Answers To Key Issues About IRAs, 401(k)s, and Annuities
48:49
48:49
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48:49In this episode Jeff discusses current events, answers to key issues about IRAs, 401(K)s, and annuities. He also answers listener questions.By Jeff Vogan
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1
Cash Flow Or Income - Which Is More Important?
47:49
47:49
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47:49In this episode Jeff discusses current events, whether cash flow or income is more important, and he answers listener questions.By Jeff Vogan
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1
Investment Opportunities and Threats in 2025
50:50
50:50
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50:50In this episode Jeff discusses investment opportunities and threats in 2025, what retirees need to know about income in retirement, and he answers listener questions.By Jeff Vogan
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1
Estate Taxes - The Silent Wealth Assassin
50:49
50:49
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50:49In this episode Jeff discusses current events, estate taxes, and answers listener questions.By Jeff Vogan
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1
Takeaways From The Inauguration of President Trump
50:53
50:53
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50:53In this episode Jeff discusses the 2nd term of Donald Trump as President.By Jeff Vogan
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In this episode Jeff discusses the second presidential term for Donald Trump. He also answers listener questions.By Jeff Vogan
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In this episode Jeff discusses Trump's affect on the market in 2025 and answers listener questions.By Jeff Vogan
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6 Ways Trump Could Affect Our Investments and Retirement in 2025
50:50
50:50
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50:50In this episode Jeff discusses Trump policies and the effect they could have on our retirement and investments. He also answers listener questions.By Jeff Vogan
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1
Does The Stock Market Consider This The Most Wonderful Time Of The Year?
50:49
50:49
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50:49In this episode, Jeff discusses the stock market in December, Trump tariffs, what to do before years end, and answers listener questions.By Jeff Vogan
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In this episode Jeff discusses Trumps cabinet picks and business people as opposed to politicians in those offices. He also has his case of the week and answers listener questions.By Jeff Vogan
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In this episode Jeff discusses the market's reaction to the Trump win. Also trumps win is about to boost bank stocks and listener questions.By Jeff Vogan
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1
Trump 2.0 - What To Expect Moving Forward
51:01
51:01
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51:01In this episode Jeff discusses what to expect with the second Term of Donald Trump. He also discusses hos case of the week and answers listener questions.By Jeff Vogan
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In this episode Jeff discusses the LA Times and Washington Post not endorsing a candidate, annuity upgrades, Jeff's case of the week. He also answers listener questions.By Jeff Vogan
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In this episode Jeff discusses Elon Musk's Space X test, why the market has been so good lately, and he answers listener questions.By Jeff Vogan
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1
Why Wall Street's Hopes For Another Big Interest Rate Cut Have Dimmed
49:12
49:12
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49:12In tis episode Jeff discusses hopes for further interest rate cuts. He also answers listener questions.By Jeff Vogan
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1
Are You Better Off Now Than You Were 4 Years Ago?
50:48
50:48
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50:48in this episode Jeff discusses whether things are better now than 4 years ago. He also answers listener questions.By Jeff Vogan
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In this episode Jeff discusses the Fed rate cut and what's next. He also answers listener questions.By Jeff Vogan
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1
How Will Dropping Interest Rates Affect Investors?
50:55
50:55
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50:55In this episode Jeff discusses how dropping interest rates will affect investors. He also answers listener questions and talks what you should know before a spouse passes.By Jeff Vogan
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In this episode Jeff discuses whether the President can fix inflation. He also answers listener questions.By Jeff Vogan
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1
Sell-Off On Wall Street - What Happened And What It Says About The Economy
48:49
48:49
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48:49In this episode Jeff discusses what happened 0on Wall Street this week and whether or not we should be concerned.By Jeff Vogan
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1
What A Harris Presidency Would Mean If You Plan To Retire In 2025
50:29
50:29
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50:29In this episode Jeff discusses what a Kamala Harris presidency would mean if you plan to retire in 2025. He also answers listener questions.By Jeff Vogan
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1
Should Inflation Cause You To Postpone Retirement?
50:47
50:47
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50:47In this episode Jeff discusses people who are postponing their retirement because of inflation. Jeff also answers listener questions.By Jeff Vogan
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In this episode Jeff discusses whether we will have Fed rate cuts later in the year and answers listener questions.By Jeff Vogan
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1
Top Economist Says We Could Have A Recession Worse Than 2008
50:51
50:51
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50:51In this episode, Jeff discusses comments about recession and doomsday predictors. He also answers listener questions.By Jeff Vogan
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