Episodes

  • Family Wealth and Harmony

    Family Wealth and Harmony
    Dec 20 2025
    Why does 90% of wealth disappear by the 3rd generation? What causes 70% of wealth transfer from one generation to the next to fail? For those that create multi-generational wealth and maintain family harmony, what principles and practices fo they adhere to? The answer is a shocking as it is simple. In this episode, we discuss what research and high net-worth advisors all observe amongst the wealthiest and their successes and failures in maintaining the family wealth. We also lay out a blueprint anyone can follow to foster multi-generational wealth.
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    Less than 1 minute
  • 5 Core Retirement Income Principles

    5 Core Retirement Income Principles
    Dec 13 2025
    How can you create retirement income plans that are more resilient through good and tough times? In this episode, we share 5 core principles designed to help with just that. Also, a deep dive discussion on using a fixed income annuity as a potential bond replacement in the ubiquitous 60/40 stock/bond model portfolio. The results are startling and enlightening. Finally, we cap off this episode with a practical discussion on how to prepare for the “silver tsunami” of long-term care starting to hit the retirement shores.
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    Less than 1 minute
  • The Great Wealth Transfer & Your Family Legacy

    The Great Wealth Transfer & Your Family Legacy
    Dec 6 2025
    The Great Wealth Transfer is underway, and most families aren’t prepared for the tax traps, emotional pitfalls, and financial risks that come with it. In this episode of Volatile Vet Radio, Jesse breaks down why 70% of inherited wealth disappears by the second generation, and the simple, strategic steps families can take to protect their legacy. Learn how to avoid passing taxes to your kids, how Roth conversion bonuses work, and how to build a multigenerational plan that keeps wealth, clarity, and peace in your family.
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    Less than 1 minute
  • 9 Big Retirement Updates

    9 Big Retirement Updates
    Nov 22 2025
    Major updates and impacts are happening in the retirement landscape. Social Security cost of living adjustments, Medicare premium increases, IRMAA surcharge increases, and new taxes. How are you affected, and how you best navigate the landmines? We also explore how create a guaranteed tax-free foundation of income throughout retirement that avoid social security taxation and IRMAA surcharges on Medicare.
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    Less than 1 minute
  • Avoid These Spooky Retirement Mistakes

    Avoid These Spooky Retirement Mistakes
    Oct 25 2025
    With Halloween around the corner, it's a good time to watch out for spooky retirement mistakes we see everyday. Tune in and see how many of these common missteps might be in your path.
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    Less than 1 minute
  • The 7 Keys to Wise Financial Stewardship

    The 7 Keys to Wise Financial Stewardship
    Oct 11 2025
    What creates wealth, and what prohibits or even destroys wealth? It is surprising to many that the answers have less to do with rate of return and how much money you make. Rather, focus, perspective, and habit are often the differences between having and maintaining wealth and not. In this episode, we explore the 7 keys to wise financial stewardship.
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    Less than 1 minute
  • Tax-free Planning for Inflation Protection

    Tax-free Planning for Inflation Protection
    Oct 4 2025
    How can we best protect our retirement from the ravaging effects of inflation? Excusing tax liabilities from our income sources could be one of the best ways to stay ahead of inflationary forces while also increasing our strategy's net Income Production Ability (IPA) and securing potentially 10 years' worth of "inflation-adjustments" all at once.
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    Less than 1 minute
  • Common Questions, Uncommon Answers

    Common Questions, Uncommon Answers
    Sep 20 2025
    In today's episode, we dive into common questions: When should I claim my social security? What does the recent Fed rate cut mean for me? How can I lock in higher rates on my savings for for many years to come? How much and when should I convert to a Roth or IUL? What does the new senior bonus deduction mean for me?
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    Less than 1 minute