Preserve Your Future: Smart Financial Strategies

About Preserve Your Future: Smart Financial Strategies

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.

Publisher

Jeff Kritzberg

Category

business

Language

en

Explicit

No

First episode

5 Mar 2026

Latest episode

15 Sept 2026

Latest episodes

10 of 21 episodes have a transcript.

1. 

   15 Sept 2026TRANSCRIPT

   Business Owners and the Retirement Blind Spot: Your Business Is Not Your Retirement Plan

   Host [Host Name] interviews financial advisor [Guest Name] about why business owners must diversify retirement savings beyond their company to secure their financial future.

2. 

   8 Sept 2026TRANSCRIPT

   Debt at 60

   Host [Host Name] interviews financial planner [Guest Name] about navigating mortgage debt in retirement and aligning payoff with lifestyle security.

3. 

   25 Aug 2026TRANSCRIPT

   Medicare Isn't Enough: The Insurance Gaps That Can Wipe Out Your Savings

   Host [Host Name] and guest [Guest Name, Credential] explore Medicare's coverage gaps and reveal how to protect your savings from unexpected healthcare costs.

Inside a recent episode

Business Owners and the Retirement Blind Spot: Your Business Is Not Your Retirement Plan

Published 15 Sept 2026 · Transcript excerpt

[…] It's also one of the most common retirement planning mistakes small business owners make. Today we're going to talk about why relying on a business sale to fund retirement is genuinely risky and what you can build alongside the business that gives you real security regardless of whether the sale goes perfectly. Let's start with how widespread this is. According to a SCORE survey, 40% of small business owners rely on selling their business to fund retirement, and 34% have no retirement savings plan outside the company at all. Think about what that means. More than one in three business owners have essentially nothing else. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

246 ratings

Contact Preserve Your Future: Smart Financial Strategies

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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