Build Your Wealth with Trajan Wealth

Estate Check-Up

Estate Check-Up - Build Your Wealth with Trajan Wealth feat. Jeff Junior Have you reviewed your estate planning documents lately? If not, it's time to get a checkup. Planning an estate takes time and effort. Even if you think it's in order, something could have changed since then — like kids moving back home after college or getting married (or divorced). On this episode of Build Your Wealth with Trajan Wealth, Jeff and co-host Rusty Humphries talk about what life changes mean it's time to look at updating your will or trust. Get more tips and get social with us! https://linktr.ee/trajanwealth [https://linktr.ee/trajanwealth] TrajanWealth.com [trajanwealth.com] Trajan Wealth is not only comprised of fiduciary advisors, but also has teams of client service members, portfolio managers, and more who support your financial journey. Plus, we now offer estate planning to help plan for the legacy of your assets! Our team approach is unique and effective in planning all aspects of your future. http://www.TrajanWealth.com [http://www.TrajanWealth.com] http://www.TrajanEstate.com [http://www.TrajanEstate.com] ABOUT THE FOUNDER & CEO Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations. A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others. Jeff grew up in a small town in northern Wisconsin. His father owned a 10 lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff became a "devil dog" of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit.  He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now president and owner of Trajan Wealth. He met his wife Brenda while stationed in Camp Lejeune N.C., who is also a veteran. While Jeff decided to pursue the financial sector, Brenda became a nurse practitioner. She then joined the ranks of Trajan Wealth as the Chief Operating Officer in 2020. Their son, Conner, is an Air Traffic Controller in the Air Force and their daughter, Bree, is going to WP Carey School of Business. Jeff continues to pursue his core values and serves his clients and employees with the utmost service and respect. https://trajanwealth.com/ [https://trajanwealth.com/] Get more tips and get social with us! https://linktr.ee/trajanwealth [https://linktr.ee/trajanwealth] *Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.

Retirement Withdrawal Strategies

Retirement Withdrawal Strategies - Build Your Wealth with Trajan Wealth feat. Jeff Junior  Retirement is closer than you think. It's never too early to start thinking about retirement planning. On this episode of Build Your Wealth with Trajan Wealth, Jeff and co-host Rusty Humphries talk about retirement distribution strategies to help make your money last. Leave those funds alone until you're ready to use them--and then take full advantage of compound interest over time. Trajan Wealth is not only comprised of fiduciary advisors, but also has teams of client service members, portfolio managers, and more who support your financial journey. Plus, we now offer estate planning to help plan for the legacy of your assets! Our team approach is unique and effective in planning all aspects of your future. Get more tips and get social with us! https://linktr.ee/trajanwealth Get more tips and get social with us! https://linktr.ee/trajanwealth [https://linktr.ee/trajanwealth] TrajanWealth.com [trajanwealth.com] Trajan Wealth is not only comprised of fiduciary advisors, but also has teams of client service members, portfolio managers, and more who support your financial journey. Plus, we now offer estate planning to help plan for the legacy of your assets! Our team approach is unique and effective in planning all aspects of your future. http://www.TrajanWealth.com [http://www.TrajanWealth.com] http://www.TrajanEstate.com [http://www.TrajanEstate.com] ABOUT THE FOUNDER & CEO Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations. A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others. Jeff grew up in a small town in northern Wisconsin. His father owned a 10 lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff became a "devil dog" of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit.  He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now president and owner of Trajan Wealth. He met his wife Brenda while stationed in Camp Lejeune N.C., who is also a veteran. While Jeff decided to pursue the financial sector, Brenda became a nurse practitioner. She then joined the ranks of Trajan Wealth as the Chief Operating Officer in 2020. Their son, Conner, is an Air Traffic Controller in the Air Force and their daughter, Bree, is going to WP Carey School of Business. Jeff continues to pursue his core values and serves his clients and employees with the utmost service and respect. https://trajanwealth.com/ [https://trajanwealth.com/] Get more tips and get social with us! https://linktr.ee/trajanwealth [https://linktr.ee/trajanwealth] *Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.

Are You A Bad Investor?

Are You A Bad Investor? Build Your Wealth with Trajan Wealth feat. Jeff Junior Some of us might be unlucky, sure, but let's be honest: there are some folks who are just bad investors. Whether you've been investing for years or are just getting started, we're here to help you figure out if that's true (and what to do about it). In this episode of Build Your Wealth with Trajan Wealth, Jeff and co-host Rusty Humphries talk about mistakes people make when trying to DIY their investments. Do any of these 5 signs apply to you? Get more tips and get social with us! https://linktr.ee/trajanwealth [https://linktr.ee/trajanwealth] TrajanWealth.com [trajanwealth.com] Trajan Wealth is not only comprised of fiduciary advisors, but also has teams of client service members, portfolio managers, and more who support your financial journey. Plus, we now offer estate planning to help plan for the legacy of your assets! Our team approach is unique and effective in planning all aspects of your future. http://www.TrajanWealth.com [http://www.TrajanWealth.com] http://www.TrajanEstate.com [http://www.TrajanEstate.com] ABOUT THE FOUNDER & CEO Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations. A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others. Jeff grew up in a small town in northern Wisconsin. His father owned a 10 lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff became a "devil dog" of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit.  He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now president and owner of Trajan Wealth. He met his wife Brenda while stationed in Camp Lejeune N.C., who is also a veteran. While Jeff decided to pursue the financial sector, Brenda became a nurse practitioner. She then joined the ranks of Trajan Wealth as the Chief Operating Officer in 2020. Their son, Conner, is an Air Traffic Controller in the Air Force and their daughter, Bree, is going to WP Carey School of Business. Jeff continues to pursue his core values and serves his clients and employees with the utmost service and respect. https://trajanwealth.com/ [https://trajanwealth.com/] Get more tips and get social with us! https://linktr.ee/trajanwealth [https://linktr.ee/trajanwealth] *Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.

Forecast for the rest of 2021

Forecast for the rest of 2021 - Build Your Wealth with Trajan Wealth featuring Jeff Junior #JeffJunior #Wealth #Money The U.S. economy is full speed ahead! In this episode of Build Your Wealth with Trajan Wealth, Jeff Junior and co-host Rusty Humphries talk about the general economic outlook now that we're over halfway through 2021. Jeff is optimistic about stock market performance and low unemployment, despite inflation concerns and the delta variant. TrajanWealth.com [trajanwealth.com] Trajan Wealth is not only comprised of fiduciary advisors, but also has teams of client service members, portfolio managers, and more who support your financial journey. Plus, we now offer estate planning to help plan for the legacy of your assets! Our team approach is unique and effective in planning all aspects of your future. http://www.TrajanWealth.com [http://www.TrajanWealth.com] http://www.TrajanEstate.com [http://www.TrajanEstate.com] ABOUT THE FOUNDER & CEO Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations. A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others. Jeff grew up in a small town in northern Wisconsin. His father owned a 10 lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff became a "devil dog" of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit.  He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now president and owner of Trajan Wealth. He met his wife Brenda while stationed in Camp Lejeune N.C., who is also a veteran. While Jeff decided to pursue the financial sector, Brenda became a nurse practitioner. She then joined the ranks of Trajan Wealth as the Chief Operating Officer in 2020. Their son, Conner, is an Air Traffic Controller in the Air Force and their daughter, Bree, is going to WP Carey School of Business. Jeff continues to pursue his core values and serves his clients and employees with the utmost service and respect. https://trajanwealth.com/ [https://trajanwealth.com/] Get more tips and get social with us! https://linktr.ee/trajanwealth [https://linktr.ee/trajanwealth] *Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.

Biggest Misconceptions about Financial Advisors

Biggest Misconceptions about Financial Advisors - Build Your Wealth with Trajan Wealth featuring Jeff Junior There are plenty of misconceptions about financial planning that prevent people from ever considering it as an option. On this episode of Build Your Wealth with Trajan Wealth, Jeff Junior and co-host Rusty Humphries talk about myths that often go unquestioned. Like working with a financial advisor is only for rich people, right? Wrong. Financial Planning offers many benefits that you might not know about. Watch and learn more at TrajanWealth.com [trajanwealth.com] Trajan Wealth is not only comprised of fiduciary advisors, but also has teams of client service members, portfolio managers, and more who support your financial journey. Plus, we now offer estate planning to help plan for the legacy of your assets! Our team approach is unique and effective in planning all aspects of your future. http://www.TrajanWealth.com [http://www.TrajanWealth.com] http://www.TrajanEstate.com [http://www.TrajanEstate.com] ABOUT Jeff Junior Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 65 and Life & Health licenses and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations. A well-known speaker in the greater Phoenix area and an active member of the National Association of Insurance and Financial Advisors (NAIFA), Jeff frequently hosts public educational workshops in the community on a variety of financial and retirement topics. His high degree of knowledge and training has earned him numerous noteworthy awards, including membership in the Circle of Honor Society. Additionally, he has been quoted in articles published by The Boston Globe, CNBC, Reuters, Yahoo! Finance, Morningstar, and countless others. Jeff grew up in a small town in northern Wisconsin. His father owned a 10 lane bowling alley and his mother was a nurse. They instilled a strong pursuit of doing things correctly, working hard, and a passion to care for others. Jeff became a "devil dog" of the United States Marine Corps, where he proudly served in a Marine Expeditionary Unit.  He obtained his degree in 1997 from Campbell University in Buies Creek, NC, and immediately entered the financial services and insurance sector. Jeff has served corporations large and small in roles such as financial advisor, vice president, senior partner, and now president and owner of Trajan Wealth. He met his wife Brenda while stationed in Camp Lejeune N.C., who is also a veteran. While Jeff decided to pursue the financial sector, Brenda became a nurse practitioner. She then joined the ranks of Trajan Wealth as the Chief Operating Officer in 2020. Their son, Conner, is an Air Traffic Controller in the Air Force and their daughter, Bree, is going to WP Carey School of Business. Jeff continues to pursue his core values and serves his clients and employees with the utmost service and respect. https://trajanwealth.com/ [https://trajanwealth.com/] Get more tips and get social with us! https://linktr.ee/trajanwealth [https://linktr.ee/trajanwealth] *Advisory services offered through Trajan Wealth L.L.C., an SEC Registered Investment Advisor. Fiduciary advisor not dually licensed as a securities broker and not able to sell securities for a commission.