Build Your Wealth with Trajan Wealth

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 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.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/ Get more tips and get social with us! 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 - 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...

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...

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 Trajan Wealth is...

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...

Trial and Error: What you learned about money in your 20's - Build Your Wealth with Trajan Wealth featuring Jeff Junior On this episode of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff, and co-host Rusty Humphries talk about past money mistakes and what they learned. 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...

Bonds for Beginners - Build Your Wealth with Trajan Wealth featuring Jeff Junior On this episode of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries talk about a subject a lot of people are asking about... What are bonds? 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...

Inflation Blues - Build Your Wealth with Trajan Wealth featuring Jeff Junior On this episode of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries discuss the current inflation issues our country is finding itself in. 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...

Pretty sure is not a retirement income plan - Build Your Wealth with Trajan Wealth featuring Jeff Junior On this episode of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff, and co-host Rusty Humphries discuss things you should know before retirement. · What are the basic steps of creating a retirement plan? http://www.TrajanWealth.com http://www.TrajanEstate.com Trajan Wealth is not only comprised of fiduciary advisors, but also has teams of client service members,...

Navigating Today's Real Estate Market - Build Your Wealth with Trajan Wealth featuring Jeff Junior In this episode of Build Your Wealth with Trajan Wealth, Jeff and co-host Rusty Humphries talk about buying a home in this very hot real estate market. Buying a new home can be complicated, and there are many criteria to consider when saving for your retirement! If you need help or don't have the time to plan your retirement alone, reach out to a Trajan Wealth fiduciary advisor. We have the...

What is the F.I.R.E. Movement? - Build Your Wealth with Trajan Wealth featuring Jeff Junior On this episode of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries discuss a question that is sweeping the internet, What Is Financial Independence, Retire Early (F.I.R.E.)? 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...

Why Do You Want a Covert Roth? - Build Your Wealth With Trajan Wealth featuring Jeff Junior In this episode of Build Your Wealth with Trajan Wealth, Jeff and co-host Rusty Humphries discuss a very creative way to save for your retirement. 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...

Pay For College or Your Retirement? Build Your Wealth With Trajan Wealth featuring Jeff Junior In this episode of Build Your Wealth with Trajan Wealth, Jeff and co-host Rusty Humphries discuss the high cost of both college and retirement, and what you should focus on first. 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...

Dogecoin and Crypto Currencies: Build Your Wealth With Trajan Wealth featuring Jeff Junior On this episode of Build Your Wealth With Trajan Wealth featuring Jeff Junior, Jeff, and co-host Rusty Humphries talk about the sudden interest in Crypto Currencies. http://www.TrajanWealth.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...

How to Retire When You're Self-Employed: Build Your Wealth With Trajan Wealth featuring Jeff Junior In this episode of Build Your Wealth with Trajan Wealth, Jeff and co-host Rusty Humphries talk about retiring when you're self-employed. There are many factors you must take into consideration saving for retirement, and being self-employed means even more criteria to plan for. Being a small business owner is complicated, and there are a lot of criteria to consider when saving for your...

Don't DIY Your Investing - Build Your Wealth with Trajan Wealth featuring Jeff Junior In this episode of Build Your Wealth with Trajan Wealth, Jeff and co-host Rusty Humphries talk about the rise of "do it yourself" investing. Investing for yourself with apps such as Robinhood has grown in popularity over the past year in the pandemic. But this investment path might not be sustainable in the long term! Wanting to be involved in your investments is natural. If you are inclined to "do it...

Brokers vs. Fiduciaries: Build Your Wealth With Trajan Wealth featuring Jeff Junior In this episode of Build Your Wealth with Trajan Wealth, Jeff and co-host Rusty Humphries talk brokers vs. fiduciaries. There are many benefits to working with a fiduciary, and you may be familiar with them already. However, there is more to picking an advisor, from noting sneaky extra fees to finding out if they have gone bankrupt in the past! Trajan Wealth is not only comprised of fiduciary advisors, but...

Giving Back - Build Your Wealth with Trajan Wealth featuring Jeff Junior #TrajanWealth #Money #JeffJunior In this episode of Build Your Wealth with Trajan Wealth, Jeff and co-host Rusty Humphries are broadcasting from St. Mary's Food Bank, and discuss the importance of giving back. Plus: http://www.TrajanWealth.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...

The psychology of money and investing - Build Your Wealth with Trajan Wealth featuring Jeff Junior #TrajanWealth #Money #JeffJunior On this episode of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries discuss the psychology of money and investing. http://www.TrajanWealth.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...

New Coronavirus Scams - Build Your Wealth with Trajan Wealth featuring Jeff Junior #TrajanWealth #money #JeffJunior On this episode of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries discuss the latest scams targeting the fears people have with the Coronavirus. www.TrajanWealth.com www.TrajanEstate.com ABOUT Jeff Junior Jeff Junior has spent over two decades in the financial services profession helping individuals and couples in or...