Podcasts about family wealth group

Jeff Sheppard of The Family Wealth Group treats us to more tax benefits from the big, beautiful bill. See omnystudio.com/listener for privacy information.

Jack talks to Jeff Sheppard of Family Wealth Group about being good stewards of our financial resources through retirement. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group shares with Jack and his listeners on different types of products that grow tax deferred cash accounts. See omnystudio.com/listener for privacy information.

Kruser in for Jack talking to Jeff Sheppard from Family Wealth Group about becoming a first time granddad as well as market fluctuation, timing on retirement and motivation to invest. See omnystudio.com/listener for privacy information.

Kruser in for Jack on a Monday morning talking to Jeff Sheppard of Family Wealth Group gaining first hand experience of the Big Blue Madness this past Saturday. UK Athletics official kick-off party for the 2026 basketball season!See omnystudio.com/listener for privacy information.

Does Jeff Sheppard love mangos? Jack answers that question and more about Reed's workouts and games in exhibition with the Houston Rockets! Family Wealth Group has a case with a very aggressive Roth Conversion and how, if done correctly that money is immune from taxes in perpetuity. Also, how medicare has a weird formula which poses premium increases against income brackets. See omnystudio.com/listener for privacy information.

Jeff Sheppard of Family Wealth Group talks to Jack about the advantages of placing money in a Roth IRA in deference to other financial products See omnystudio.com/listener for privacy information.

Jeff Shepard of Family Wealth Group describes how and why he signed on to the organization after becoming a customer. Jeff gives Jack an update on Reed's progress as season two in the NBA as a Houston Rocket, enters exhibition play.See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group discusses how much of an individual's portfolio can be retained by putting dividends and required minimum distributions through a roth ira. See omnystudio.com/listener for privacy information.

Jeff Sheppard from The Family Wealth Group previews an event for clients covering contents of The Big Beautiful Bill and how it will affect retirement portfolios. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group is expecting his first grandchild! In addition to the good news on the family front, Jeff talks through ways to set up beneficiaries on your investments. See omnystudio.com/listener for privacy information.

Jeff Sheppard from The Family Wealth Group informs Jack's listeners on how to best address financial issues.See omnystudio.com/listener for privacy information.

Jack talks with Jeff Sheppard of The Family Wealth Group, in review of a client appreciation event The Sheppard Family Foundation staged at an event venue in Harrodsburg and continues discussion on tax advantages for Roth conversions under the Big Beautiful Bill. See omnystudio.com/listener for privacy information.

Jeff Sheppard - financial advisor from The Family Wealth Group is having a family reunion event for clients as an appreciation. Kruser in for Jack talks converting a Traditional IRA to a Roth IRA, different types of money and the new rules for standard deductions after the Big Beautiful Bill. See omnystudio.com/listener for privacy information.

Jeff Sheppard - financial advisor from The Family Wealth Group is having a family reunion event for clients as an appreciation. Kruser talks converting a Traditional IRA to a Roth IRA, different types of money and the new rules for standard deductions after the Big Beautiful Bill. See omnystudio.com/listener for privacy information.

Kruser talks to Jeff Sheppard of The Family Wealth Group. They review The Sheppard Family Foundation's recent fundraiser of which Dick Vitale was a participant plus the future impact of Tariffs an global conflict on the US economy and markets.See omnystudio.com/listener for privacy information.

Jack talks to Jeff Sheppard of Family Wealth Group and gets an update on new laws that affect tax payers 65 and over regarding standard deductions. See omnystudio.com/listener for privacy information.

Jeff Sheppard of Family Wealth Group shares the latest update on financial health and economic news.See omnystudio.com/listener for privacy information.

Jack is joined by Jeff Sheppard from Family Wealth Group to continue his talk on the Big Beautiful Bill and how it could effect your taxes. See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group joins Jack to continue his talk on the Big Beautiful Bill and discusses the rigors of jet-lag as the family travels between Kentucky and Las Vegas to support Reed in the NBA summer league. See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group join Jack to continue his talk on the Big Beautiful Bill and give his preference in lunchbox snacks. See omnystudio.com/listener for privacy information.

Jeff Sheppard with Family Wealth Group joins Jack with some important information to be aware of with the passing of the Big Beautiful Bill. See omnystudio.com/listener for privacy information.

Jack talks with Jeff Sheppard from Family Wealth Group about some of the things to be aware of with how the Big Beautiful Bill can effect your saving for retirement. See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group joins Jack to remind you that the year is already half over so it's time to start checking off things on your financial to-do list before it's too late. See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group joins Jack to talk about the importance of knowing your beneficiaries and the 2 Wildcats that got drafted in the 2nd round of the NBA Draft. See omnystudio.com/listener for privacy information.

Jack talks with Jeff Sheppard from Family Wealth Group about some of the ways they can help you prepare for your retirement plans. See omnystudio.com/listener for privacy information.

Jeff Sheppard with Family Wealth Group joins Jack to talk about the importance of changing your important passwords and the benefits of using qualified charitable distributions. See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group joins Jack on Monday morning to talk about some of the fundamentals of saving for your retirement. See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group joins Jack with an update on the clean up efforts from the tornados that destroyed parts of central and southern Kentucky. See omnystudio.com/listener for privacy information.

Jack talks with Jeff Sheppard from Family Wealth Group about his favorite topic which is, of course, required minimum distribution. See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group joins Jack to talk about the recent efforts to help clean up after the tornados that passed through central and southern Kentucky. See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group talks about his experience with the severe weather that came through over the weekend and the clean up efforts down in Somerset, which is the location of the Family Wealth Group offices. See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group joins Jack to talk about Dick's Sporting Goods purchase of Footlocker and making sure you are providing for your beneficiaries. See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group joins Jack to talk about capital gains. See omnystudio.com/listener for privacy information.

Jeff Sheppard with Family Wealth Group joins Jack to talk about the FED's decision to keep interest rates where they are which is neither a good thing nor a bad thing. See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group joins Jack to talk about the importance of knowing who your beneficiaries are. See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group joins Jack to talk about the importance of knowing what kind of money you are making investments with. See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group joins Jack to talk about the financial education seminars that they offer to their clients.See omnystudio.com/listener for privacy information.

Jeff Sheppard with Family Wealth Group joins Jack with advice on how you should react to the volatile swings in the stock market. See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group joins Jack to talk about the importance of paying attention to Donald Trump's tariffs. See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group joins Jack to talk about taxes and your contributions to your IRAs. See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group joins Jack to talk about some financial reminders and offers some advice for those effected by the recent flooding. See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group joins Jack to talk about if you should start to panic over the huge sell off of the stock market this week, See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group joins Jack to talk about why it's not a good idea to skip doing your taxes even with all the federal layoffs at the IRS Department.See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group joins Jack to talk about some advice for people who's adult children have moved back in with them. See omnystudio.com/listener for privacy information.

Jack talks with Jeff Sheppard from Family Wealth Group about the right way to go about taking money from from your 401K. See omnystudio.com/listener for privacy information.

Jeff Sheppard from Family Wealth Group joins Jack to talk a little bit about basketball and a little bit about when to sign up for Social Security. See omnystudio.com/listener for privacy information.

Jack asks Jeff Sheppard from Family Wealth Group about if it's better to use your employer's 401K or to invest in the market yourself? See omnystudio.com/listener for privacy information.

Jack talks with Jeff Sheppard from Family Wealth Group about what questions you should be asking when preparing for or living within retirement. See omnystudio.com/listener for privacy information.

Jack talks with Jeff Sheppard from Family Wealth Group about which is more beneficial to your finances paying down debt or saving for the future? See omnystudio.com/listener for privacy information.