Podcasts about family wealth group

Jeff Sheppard of The Family Wealth Group talks with Jack about managing your portfolio in a down economy. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group covers different ways to grow money and still maintain access to it in the form of CD's and Annuities. See omnystudio.com/listener for privacy information.

Jeff Sheppard of Family Wealth Group gives insight into different types of annuities and the pros and cons of each. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group talking to Jack about the amount of money the state of Kentucky allows people to run through their tax return without accruing any state tax liability. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group joins Jack Monday and Friday mornings to discuss personal wealth creation and management .See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group has some rules and basics of retirement to construct strategies for retirement. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group give us a review of how he and his family celebrated the Fourth Of July. Midway through the fiscal year is a good time to take stock and check on the status of the items in your portfolio as well as who are the beneficiaries on your financial accounts and assets.See omnystudio.com/listener for privacy information.

Jeff Shepard from Family Wealth Group joins Jack to talk about some of the financial lessons that his father passed down to him. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group has launched an educational center at their office in Hamburg in Lexington to focus on several facets of retirement planning. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group joins Jack for one of their regular visits on the show, focusing on things they can control by defining types of money and financial goals. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group visits with Jack after a relaxing weekend, the two start the week off, discussing the intricacies of defining money. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group leaves Jack and his listeners with financial planning tips and advice. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group gives Jack listener's sage advice on managing their finances and insight into Kentucky men's basketball. See omnystudio.com/listener for privacy information.

Jeff Sheppard of Family Wealth Group joins us twice a week to discuss your financial fitness and how to keep your wealth and grow it to benefit your family!See omnystudio.com/listener for privacy information.

Jeff Sheppard of Family Wealth Group joins us twice a week to discuss your financial fitness and how to keep your wealth and grow it to benefit your family!See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group joins Jack twice weekly making complicated family financial matters easy and accessible. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group joins Jack twice weekly making complicated family financial matters easy and accessible. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group gives Jack listener's sage advice on managing their finances and insight into Kentucky men's basketball. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group gives Jack listener's sage advice on managing their finances and insight into Kentucky men's basketball. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group reminds Jack and listeners about the tax deadline for 2026 as well as W2 or 1099 qualifiers for pre-tax contribution opportunities for part-time employees. See omnystudio.com/listener for privacy information.

Jeff Sheppard from The Family Wealth Group and former championship basketball player provides Jack with sage financial advice and keys to the SEC quarterfinal UK Florida matchup today. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group talks to Jack about the latest in investing and wealth management. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group gives Jack listener's sage advice on managing their finances and insight into Kentucky men's basketball. See omnystudio.com/listener for privacy information.

Jeff Sheppard, former wildcat basketball star and current financial advisor at The Family Wealth Group about basketball and wealth management strategies. See omnystudio.com/listener for privacy information.

Jeff Sheppard from The Family Wealth Group gives guidance and advise on investing in our current economic conditions. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group talks to Jack about the importance of designating beneficiaries to investment, retirement and checking accounts. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group speaks to his experience as a former teammate of Coach Mark Pope and what it was like to don the denim uniforms back in 98. Jeff also teases the idea their may be an encore presentation of his wearing of those denim jorts! See omnystudio.com/listener for privacy information.

Jack gets a market update and tax tips from Jeff Sheppard of The Family Wealth Group. See omnystudio.com/listener for privacy information.

Jeff Sheppard from The Family Wealth Group talks to Jack from the standpoint of a former Wildcat and contemporary of current UK men's basketball head coach Mark Pope about the current struggles of the program. See omnystudio.com/listener for privacy information.

Jeff Shepard from The Family Wealth Group join's Jack to best advise us on how and when to take our RMD. See omnystudio.com/listener for privacy information.

Jeff Sheppard puts on a couple of different hats as he advises us on our finances as a CFA at The Family Wealth Group and gives insight to his former teammate and current UK men's basketball head coach, Mark Pope's struggles in his second season with the program. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group recounts Christmas time with family and friends and moves into the importance of taking inventory of assets and beneficiaries. See omnystudio.com/listener for privacy information.

Jack talks with Jeff Sheppard of The Family Wealth Group and gets some tips on end of the year tax return planning. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group talks to Jack and his listeners about end of year qualified charitable donations for tax deductions. See omnystudio.com/listener for privacy information.

Jeff Sheppard of Family Wealth Group reminds folks to take out the required mandatory distributions. See omnystudio.com/listener for privacy information.

Jeff Sheppard from the Family Wealth Group on investing philosophy as he transitions into retirement. See omnystudio.com/listener for privacy information.

Jeff Sheppard of The Family Wealth Group talks to Jack and listeners about transferring funds from one IRA to the other when changing employers and the stipulation of RMD's on the tax year if that doesn't happen. See omnystudio.com/listener for privacy information.

Jeff Sheppard of Family Wealth Group talks to Jack and his listeners about how funds are distributed in different accounts once they are inherited by a non spousal beneficiary. See omnystudio.com/listener for privacy information.

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.