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Preserve Your Future: Smart Financial Strategies

Preserve Your Future: Smart Financial Strategies

Written by: Jeff Kritzberg
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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 running out of money. Tune in for expert advice to confidently plan for a comfortable and well-prepared retirement. Economics
Episodes
  • Why MDRT Matters- How Working With a Top Financial Advisor Protects Your Future

    Why MDRT Matters- How Working With a Top Financial Advisor Protects Your Future
    Jun 23 2026
    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 qualify, and what the research shows about the tangible benefits of working with a top advisor: twice the retirement savings, earlier retirement, and significantly greater financial confidence. He also breaks down the hidden talent crisis in the advisory profession and what makes a great advisor relationship last. If you've ever wondered whether you're working with the right person, this episode gives you the framework to find out.
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    7 mins
  • Top 5 Financial Mistakes Couples Make Before Retirement

    Top 5 Financial Mistakes Couples Make Before Retirement
    Jun 16 2026
    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-earner savings gaps, poorly timed Social Security claims, underestimated healthcare costs, and the absence of a real budget. Each mistake comes with a clear, actionable fix — because catching these gaps early is infinitely easier than correcting them later. Whether you're ten years from retirement or thirty, this episode is for you and your partner.
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    9 mins
  • Letting Go of Control- How to Shift From Saving to Spending Without Anxiety

    Letting Go of Control- How to Shift From Saving to Spending Without Anxiety
    Jun 9 2026
    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 showing that retirees with guaranteed income spend twice as much as those without it. He offers three concrete strategies to reframe your relationship with money in retirement — so you can stop treating discipline as virtue and start living the life you actually saved for. Your permission slip is backed by data.
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    9 mins
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