Episodios

  • July 26, 2025 - Know Where Your Money Is
    Jul 27 2025
    Jonas Everett, Chris McNeal, and Roger Abel from Premier talks to Doug Wagner about how to make yourself more resilient financially and preparing information for your beneficiaries. Do you know where your money is? Does your spouse? What questions needs to be asked? This week on Premier Investments Wealth Management PremierIWM.com (800)383-6590
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    28 m
  • July 19, 2025 - Great Wealth Transfer
    Jul 19 2025
    Chris McNeal, Jonas Everett and Roger Abel from Premier talk to Doug Wagner about the great wealth transfer and why you should not count on an inheritance to retire, plus Premier Vision document and Jonas Money Tip Of The Week. PremierIWM.com (800)383-6590
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    28 m
  • July 2, 2025 - Pace To Win
    Jul 11 2025
    Chris McNeal and Roger Abel from Premier talks to Doug Wagner about how to measure your pace and making revisions to your plan. PremierIWM.com (800)383-6590
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    28 m
  • Jun 24, 2025 - Retirement Lifestyle Planning
    Jun 28 2025
    Casey Mushrush Esq. and Elias Randall from Premier talk to Doug Wagner about transitioning into retirement by setting up a distribution strategy to plan your retirement cash flow, plus Premier Vision document and Jonas Money Tip Of The Week. PremierIWM.com (800)383-6590
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    28 m
  • June 17, 2024 - Blended Family Considerations
    Jun 28 2025
    Elias Randall and Casey Mushrush Esq. from Premier talk to Doug Wagner about considerations when merging finances and beneficiary assets, plus Premier Vision document and Jonas Money Tip Of The Week. PremierIWM.com (800)383-6590
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    28 m
  • June 10, 2025 - Succession Plans
    Jun 15 2025
    Casey Mushrush, Jonas Everett and Roger Abel from Premier talk to Doug Wagner about parallels between what Warren Buffet is doing with his succession plan and options for the household investor, plus Premier Vision document and Jonas Money Tip Of The Week. PremierIWM.com (800)383-6590
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    27 m
  • June 4, 2025 - Roth Conversions
    Jun 7 2025
    Elias Randall, Jonas Everett and Roger Abel from Premier talk to Doug Wagner about taxes tendency to increase, plus Premier Vision document and Jonas Money Tip Of The Week. PremierIWM.com (800)383-6590
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    28 m
  • May 28, 2025 - How Long Should You Work?
    May 30 2025
    Casey Mushrush, Jonas Everett and Roger Abel from Premier talk to Doug Wagner about user questions, plus Premier Vision document and Jonas Money Tip Of The Week. PremierIWM.com (800)383-6590
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    27 m