Episodios

  • Jun 24, 2025 - Retirement Lifestyle Planning

    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

    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

    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

    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 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
  • May 14, 2025 - Investment Myths

    May 14, 2025 - Investment Myths
    May 24 2025
    Jonas Everett, Elias Randall and Roger Abel from Premier talks to Doug Wagner about investment myths, plus Premier Vision document and Jonas Money Tip Of The Week. PremierIWM.com (800)383-6590
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    28 m
  • May 7, 2025 - Are You A Day Trader

    May 7, 2025 - Are You A Day Trader
    May 14 2025
    Jonas Everett and Casey Mushrush from Premier talks to Doug Wagner about long term investing, plus Premier Vision document and Jonas Money Tip Of The Week.
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    27 m
  • May 3, 2025 - Financial ICU

    May 3, 2025 - Financial ICU
    May 4 2025
    Jonas Everett and Casey Mushrush from Premier talks to Doug Wagner about market volatility and long term investing perspectives, plus Premier Vision document and Jonas Money Tip Of The Week. PremierIWM.com (800)383-6590
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    27 m