Episodios

  • Febrary 28, 2026 - Financial Coaching Session

    Febrary 28, 2026 - Financial Coaching Session
    Feb 28 2026
    Elias Randall, Jonas Everett and Roger Abel from Premier talk to Doug Wagner about Pretax accounts, post tax accounts, and what to consider which planning contributions or moving balances around. And get the FREE Premier Vision Document at PremierIWM.com (800)383-6590
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    28 m
  • February 22, 2026 - Pension Is NOT A Plan

    February 22, 2026 - Pension Is NOT A Plan
    Feb 21 2026
    Jonas Everett, Casey Mushrush and Roger Abel from Premier talk to Doug Wagner about how to save just the right amount to balance your lifestyle now with the lifestyle you want during your retirement, and get the FREE Premier Vision Document at PremierIWM.com (800)383-6590
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    28 m
  • February 14, 2026 - 4 Years From Retirement

    February 14, 2026 - 4 Years From Retirement
    Feb 14 2026
    Casey Mushrush and Roger Abel from Premier Investments and Wealth Management talk to Doug Wagner about how to know if you are on track for your retirement goals. Get the FREE Premier Vision Document at PremierIWM.com (800)383-6590
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    28 m
  • January 31, 2026 - Special Sauce and Buckets OF Cash

    January 31, 2026 - Special Sauce and Buckets OF Cash
    Jan 31 2026
    Jonas Everett and Roger Abel from Premier Investments and Wealth Management talk to Doug Wagner about helping your ex manage their finances so your kid does not use money you leave them to help your ex, and figuring out if you need to increase your contribution or if it's ok to spend your money. Get the FREE Premier Vision Document at PremierIWM.com (800)383-6590
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    28 m
  • January 24, 2026 - Moving Money

    January 24, 2026 - Moving Money
    Jan 25 2026
    Jonas Everett and Roger Abel from Premier Investments and Wealth Management talk to Doug Wagner about 401k, roll overs, IRAs and tax considerations when moving money between. Get the FREE Premier Vision Document at PremierIWM.com (800)383-6590
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    28 m
  • January 17, 2026 - What Am I Going To Do With All This Extra Money

    January 17, 2026 - What Am I Going To Do With All This Extra Money
    Jan 25 2026
    Jonas Everett, Elias Randall and Roger Abel from Premier Investments and Wealth Management talk to Doug Wagner about exit planning and IRA inheritance considerations. Get the FREE Premier Vision Document at PremierIWM.com (800)383-6590
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    28 m
  • Janurary 10, 2026 - 26% Retire Before 60

    Janurary 10, 2026 - 26% Retire Before 60
    Jan 10 2026
    Jonas Everett, Casey Mushrush and Roger Abel from Premier talk to Doug Wagner about retirement statistics and what it all mneans to you, and get the FREE Premier Vision Document at PremierIWM.com (800)383-6590
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    20 m
  • January 3, 2026 - Pre Or Post What Works The Most

    January 3, 2026 - Pre Or Post What Works The Most
    Jan 10 2026
    Elias Randall and Top Dog Roger Abel from Premier talk to Doug Wagner about Pretax accounts, post tax accounts, and what to consider which planning contributions or moving balances around. And get the FREE Premier Vision Document at PremierIWM.com (800)383-6590
    Más Menos
    28 m