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 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 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.

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 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.

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 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.

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 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 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/ 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.

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. What are the biggest money mistakes people make when they are young? What advice does Jeff have for young people? 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 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/ 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.

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? How do bonds work? Are bonds a good investment? What are the different types of bonds? Can you lose money investing in 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 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 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/ 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.

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. What causes inflation? Is inflation good or bad? Is the current inflation spike really temporary? What can happen if inflation gets too high? What should we consider when it comes to retirement and inflation? How should you invest during inflation right now? 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 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/ 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.

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? Other than being pretty sure about the size of your Social Security check? When should you start looking at creating a retirement income plan? What are key questions to ask yourself? 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, 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 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/ 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.

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. Is there any way to tell if we are in a housing bubble? Is now the best time to sell? What are the basics that a first time homebuyer should consider? Should I use a part of my 401k to buy a home? 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 knowledge and experience to help. 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 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/ 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.

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.)? Is working two or three jobs good for your lifestyle and health? With advanced in medicine, what should you think about when retiring early? What lessons can be learned from the F.I.R.E. movement? 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 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/ 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.

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. What is a Covert Roth? How Do You Qualify? How can Trajan Wealth help? 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 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/ 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.

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. What should you focus on first, and why? Should we give away college for free? What is an unqualified account? 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 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/ 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.

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. Should You Buy Crypto Currencies? Why are Crypto Currencies so popular now? What are the risks in buying 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 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.

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. Can you retire when you're self-employed? How can you prioritize your retirement ​​​​​​when running your own business? What are the consequences of postponing retirement saving? How much money do you really need to retire? Being a small business owner is complicated, and there are a lot of 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 knowledge and experience to help. 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 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.

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! How should you start out investing? What is the best plan to make? What is the biggest problem when you "DIY" your investments? How can you use market history to determine how you invest now? Wanting to be involved in your investments is natural. If you are inclined to "do it yourself", talk to your financial advisor. You may be able to come up with a plan that works for your interests and pays off in the long term! 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 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.

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! What is the difference between a broker and a fiduciary? How has the financial business changed because of fiduciaries? How is the way a fiduciary makes money different? How do you know if someone is a broker or fiduciary? What does it mean to be "Dually registered" Trajan Wealth is not only comprised of fiduciary advisors, but also has teams of marketers, 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 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/ 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.

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: Why volunteering is important to team building. Why giving back to the community is something Jeff Junior and Trajan Wealth does 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 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.

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. What is the real magic ingredient when it comes to making money? Tips for investing consistently over time to build on compound interest? Tips for dealing with fear and greed? 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 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.

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. What should you look out for when the Government calls you on the phone? Why scammers use fear to try to get your money? What should you do if you're unsure about person calling you? 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 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.

Tax Season Scams - Build Your Wealth with Trajan Wealth featuring Jeff Junior #TrajanWealth #taxes #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 taxes, refund checks, and fears about the IRS. How do scammers impersonate the IRS? How does the IRS really contact you? What can you do if you think you've been scammed? 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 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.

How to use your stimulus check - 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 your $1400 Government Stimulus Check and how best to use it. Should I just blow my $1400 check? The difference between a appreciating asset and a depreciating asset? Is Bitcoin a good investment? 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 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.

Living Trusts - 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 Jeff's new venture, Trajan Estate.  To learn more about Estate Planning and Living Trusts, Jeff talks with Kent Phelps an expert in Estate Planning. #LivingTrusts #JeffJunior #Estateplanning www.TrajanWealth.com www.TrajanEstate.com TrajanWealth.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/ 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.

Top 5 strategies to cut down on taxes - 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 Jeff's new venture, Trajan Estate. To learn more about Estate Planning and Tax Strategies, Jeff talks with Kent Phelps an expert in Estate Planning. #Taxes #JeffJunior #Estateplanning www.TrajanWealth.com www.TrajanEstate.com TrajanWealth.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/ 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.

What actually happens in probate? - 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 Jeff's new venture, Trajan Estate. To learn more about Estate Planning and Probate, Jeff talks with Kent Phelps an expert in Estate Planning. #Probate #JeffJunior #Estateplanning www.TrajanWealth.com www.TrajanEstate.com TrajanWealth.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/ 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.

Estate Planning Mistakes - 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 Jeff's new venture, Trajan Estate. To get in-depth about Estate Planning and Trajan Estate,Jeff talks with Kent Phelps an expert in Estate Planning. #money #JeffJunior #Estateplanning 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 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.

“Love Ya” Couples Financial Planning - Build Your Wealth with Trajan Wealth featuring Jeff Junior #money #JeffJunior #DaveRamsey On this edition of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries talk about love, relationships, marriage and money. How do you best manage your money in a marriage? Who should "be in charge" of the money? What do most couples do wrong when dealing with money? TrajanWealth.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/ 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.

Where Jeff Junior Disagrees With Dave Ramsey - Build Your Wealth with Trajan Wealth featuring Jeff Junior #money #JeffJunior # DaveRamsey On this edition of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries get tough! Jeff Junior has some major disagreements with radio host Dave Ramsey and gives his thoughts on living #Debtfree. TrajanWealth.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/ 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.

What is going on with Gamestop and AMC? - Build Your Wealth with Trajan Wealth featuring Jeff Junior In this edition of Build Your Wealth with Trajan Wealth featuring Jeff Junior, Jeff and co-host Rusty Humphries talk about the financial story capturing the news. Jeff Junior breaks it down for you... It's Wall Street vs. The little guy, short selling vs. the long haul, and the short squeeze. #wealth #money #JeffJunior #short #wallstreet #redditt TrajanWealth.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/ 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.

Jeff Junior's Top Tips To Get You Ready For 2021 - Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior. #wealth #retirement #JeffJunior On this edition of Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior, Jeff and co-host Rusty Humphries, talk about Jeff's Top Tips to get you ready for 2021. Should you get a second opinion when dealing with financial planning? What should you do with your 401K, in 2021? How should you plan for your beneficiaries? TrajanWealth.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/ 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.

Mutual Funds vs ETF - Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior On this edition of Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior, Jeff and co-host Rusty Humphries, talk about Mutual Funds and ETF's. What is the difference between Mutual Funds and ETF's? Why does Jeff Junior like ETF's better? Are ETF's and Mutual Funds traded the same? TrajanWealth.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/ 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.

Happy 2021 - Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior On this episode of Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior, Jeff and co-host, Rusty Humphries, celebrate the end of 2020 and look forward to 2021. Does Jeff Junior think 2021 will be a good year for business? What should you do in 2021 to prepare for retirement? What does Washington DC have to you with your retirement plans in 2021? TrajanWealth.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/ 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.

When Should I Take SSI? - Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior On this episode of Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior, Jeff and co-host Rusty Humphries talk about Social Security. When should you take Social Security? Why should you wait to take Social Security? Should you wait until 70 to take Social Security? TrajanWealth.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/ 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.

Christmas Scams - Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior On this episode of Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior, Jeff and co-host Rusty Humphries talk about current scams crooks are using to try and take your money. Learn about Fake Websites Gift Card scams Who scammers are targeting. TrajanWealth.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/ 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.

Diversification - Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior On this episode of Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior, Jeff and co-host Rusty Humphries talk about the importance of diversifying your investments. What makes a diverse portfolio? Why should you diversify? What is an E.T.F., and do you need one? TrajanWealth.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/ 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.

Estate Planning - Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior On this Thanksgiving edition of The Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior, Jeff and co-host Rusty Humphries talk about things families should talk about when it comes to estate planning. What is the difference between a will and a trust? What is non-qualified money? What can an attorney to do help you plan your estate? TrajanWealth.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/ 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.

Day Trading - Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior  On this edition of The Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior, Jeff, and co-host Rusty Humphries talk about why you should be cautious when day trading stocks. Learn why you shouldn't go "all in" on day trading. Why you should have a professional work with you. And how you could add a little day trading into a well-rounded portfolio. TrajanWealth.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/ 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.

The Trajan Wealth Story - The Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior On this episode of The Trajan Wealth Story - The Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior, Jeff and co-host Rusty Humphries, talk about the start of Trajan Wealth, and how patriotism, and a love of America helped forge Jeff Junior's quest to help others. TrajanWealth.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/ 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 Nightmares - The Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior In this Halloween episode of The Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior, Jeff and co-host Rusty Humphries talk about retirement nightmares and what you need to think about to prepare for retirement. Learn; What most people fear when thinking about retirement. Ways to avoid running out of money in retirement. What is the difference between learning something and acting on it? TrajanWealth.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/ 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.

TrajanWealth.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/ 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.

I Hate Banks - The Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior. In this episode of The Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior, Jeff and co-host Rusty Humphries talk about banks, why you need them, and why you may not. Learn: Why bank are only good for a couple of things. How you can eliminate the middleman. Why the consumer doesn't get the best deal with a bank. TrajanWealth.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/ 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.

Annuities - Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior Jeff and co-host Rusty Humphries talk about Annuities. Find out: What is an Annuity? Is an Annuity good for you and your portfolio? What are the pros and cons of Annuities? TrajanWealth.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/ 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.

How Much Do I Need To Retire? The Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior On this episode of Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior, Jeff, and co-host Rusty Humphries discuss what you should be looking at to prepare for retirement. Learn: Is there a time when most people retire? Should I keep my 401k with my employer? What factors do I need to know to retire?   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/ 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.

When Can I Retire? Build Your Wealth with Trajan Wealth Podcast featuring Jeff Junior Jeff, and co-host Rusty Humphries talk about when to know if you're ready to retire. When do most people retire? What do I need to review to make sure I'm ready to retire? Do I need to rollover my old 401k's? Should I retire now?   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/ 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.

What Is A Fiduciary? - Build Your Wealth with Trajan Wealth Podcast - Featuring Jeff Junior On this episode of Build Your Wealth with Trajan Wealth Podcast, Host Jeff Junior, and co-host Rusty Humphries talk about Fiduciary's. Learn: What is a Fiduciary? What is the difference between a Broker and a Fiduciary? Why is it bad to try to "get rich quick"? 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/ 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.

Who is Jeff Junior? - Build Your Wealth with Trajan Wealth Podcast On this PREMIERE EPISODE of Build Your Wealth with Trajan Wealth Podcast, Host Jeff Junior, and co-host Rusty Humphries talk about beginnings. Learn: What is a Fiduciary? Who was Trajan? How much do you need to have to start with a Financial Planner? 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/