Preserve Your Future: Smart Financial Strategies, hosted by Jeff Kritzberg, helps those aged 40-60 navigate retirement planning. The show covers key topics like life insurance, annuities, guaranteed income, long-term care, and legacy planning. Each episode debunks retirement myths, offers reliable investment strategies, and provides tips for overcoming financial obstacles like healthcare costs and running out of money. Tune in for expert advice to confidently plan for a comfortable and well-prepared retirement.

Preserve Your Future: Smart Financial Strategies
Claim This Podcastby Jeff Kritzberg
Podcast Overview
Preserve Your Future: Smart Financial Strategies, hosted by Jeff Kritzberg, helps those aged 40-60 navigate retirement planning. The show covers key topics like life insurance, annuities, guaranteed income, long-term care, and legacy planning. Each episode debunks retirement myths, offers reliable investment strategies, and provides tips for overcoming financial obstacles like healthcare costs and running out of money. Tune in for expert advice to confidently plan for a comfortable and well-prepared retirement.
Language
🇺🇲
Publishing Since
3/5/2026
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Recent Episodes

July 20, 2026
The Social Security Gamble: When to Claim and How to Maximize Your Benefit
Claiming Social Security at 62 feels like finally getting what you're owed — but it permanently reduces your benefit by up to 30%, every month, for the rest of your life. In this episode, we break down how the timing of your claim can mean hundreds of dollars per month in difference, why the "break-even" argument misses the point of Social Security, and how the higher earner in a couple delaying to 70 is actually the most powerful (and free) financial move available to protect a surviving spouse.

June 23, 2026
Why MDRT Matters- How Working With a Top Financial Advisor Protects Your Future
Financial advisor Jeff explains how MDRT membership signifies elite expertise, offering listeners insights into securing twice the retirement savings and greater financial confidence.

June 16, 2026
Top 5 Financial Mistakes Couples Make Before Retirement
Financial advisor Jeff Rose guides couples through the top five retirement financial pitfalls, offering actionable solutions to secure their future.
12 total episodes available with 5 transcripts
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Frequently asked questions
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- What is Preserve Your Future: Smart Financial Strategies?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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