42 episodes

Looking to retire rich? Financial expert Jeff Junior can help.

Build Your Wealth with Trajan Wealth Jeff Junior

    • Business
    • 5.0 • 2 Ratings

Looking to retire rich? Financial expert Jeff Junior can help.

    Trial and Error: What you learned about money in your 20's

    Trial and Error: What you learned about money in your 20's

    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.

    • 11 min
    Bonds For Beginners

    Bonds For Beginners

    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.

    • 8 min
    Inflation Blues

    Inflation Blues

    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.

    • 9 min
    Pretty sure is not a retirement income plan

    Pretty sure is not a retirement income plan

    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.

    • 8 min
    Navigating Today's Real Estate Market

    Navigating Today's Real Estate Market

    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.

    • 8 min
    What is the F.I.R.E. Movement?

    What is the F.I.R.E. Movement?

    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.

    • 10 min

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