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Artwork for Preserve Your Future: Smart Financial Strategies

Preserve Your Future: Smart Financial Strategies

Jeff Kritzberg
Annuities
Life Insurance
Retirement Planning
Social Security
Estate Planning
Guaranteed Income
Long-Term Care
Prudential
Longevity Risk
Health Care Costs In Retirement
Marital Financial Security
Social Security Administration
Healthcare Costs
Funeral Costs
Behavioral Finance
Taxes
Probate
Living Trusts
Retirement Spending
Legacy Planning

Preserve Your Future: Smart Financial Strategies, hosted by Jeff Kritzberg, helps those aged 40-60 navigate retirement planning. The show covers key topics like life insurance, annuities, guaranteed income, long-term care, and legacy planning. Each episode debunks retirement myths, offers reliable investment strategies, and provides tips for overcoming financial obstacles like healthcare costs and... more

PublishesWeeklyEpisodes11Founded2 months ago
Number of ListenersCategory
Business

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Artwork for Preserve Your Future: Smart Financial Strategies

Latest Episodes

What does it actually mean when a financial advisor holds MDRT membership — and why should it matter to you? In this episode, Jeff explains what the Million Dollar Round Table is, why fewer than one percent of financial professionals worldwide qualif... more

The mistakes that derail retirement rarely happen in retirement — they happen in the years before it. In this episode, Jeff breaks down the five most common financial mistakes couples make before they stop working: misaligned expectations, single-ear... more

You've done the hard work of saving — so why does spending it feel so difficult? In this episode, Jeff explores the psychology behind retirement spending anxiety, the behavioral conditioning that makes frugality feel like identity, and the research s... more

In this deeply personal episode, Jeff shares what he learned from losing both of his parents without a financial safety net — and what those experiences revealed about the gaps that quietly exist for millions of American families. From life insurance... more

What happens to your estate when you don't have a plan? In this episode, Jeff walks through the real costs of probate, the privacy advantages of a living trust, and the often-overlooked threats to your legacy — from family disputes to digital assets ... more

In this episode, we cut through the noise around annuities and separate fact from fiction. You’ll learn what they are, how they’re regulated, and why they can play a role in creating reliable retirement income. We also address common concerns so you ... more

In this episode we delve into a crucial topic: why DIY investing might not be enough for your financial growth and security. While managing your own investments can be appealing, the complexities of retirement planning demand a more nuanced approach.... more

In this episode, we uncover the Retirement Health Cost Trap that many couples never see coming. We explore how long-term care and rising healthcare costs can quietly drain even well-built retirement plans. You’ll learn why Medicare often doesn’t cove... more

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Host

Jeff Kritzberg
Host of Preserve Your Future: Smart Financial Strategies

Chart Rankings

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Apple Podcasts
#226
United States/Business

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

This program targets adults in midlife who are actively planning for retirement and seeking clarity on how to align investments with income needs, healthcare costs, and legacy goals. Episodes commonly explore guaranteed income strategies, life insurance, long-term care considerations, and practical planning steps, often debunking myths and highlighting regulatory or product nuances to empower informed decisions. The show tends to blend actionable guidance with real-world scenarios, emphasizing the role of personalized guidance from financial professionals and the importance of staying disciplined through market changes and life events. A notable strength is its clear focus on retirement security, longevity planning, and a pragmatic approach... more

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this podcast launched 2 months ago and published 11 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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