Premier Investments of Iowa

Premier Investments of Iowa

Listen for the biggest and best investment opportunities in Iowa

Episodes

July 26, 2025 - Know Where Your Money Is

July 27, 2025 • 27 mins
Jonas Everett, Chris McNeal, and Roger Abel from Premier talks to Doug Wagner about how to make yourself more resilient financially and preparing information for your beneficiaries. Do you know where your money is? Does your spouse? What questions needs to be asked? This week on Premier Investments Wealth Management PremierIWM.com (800)383-6590
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July 19, 2025 - Great Wealth Transfer

July 19, 2025 • 27 mins
Chris McNeal, Jonas Everett and Roger Abel from Premier talk to Doug Wagner about the great wealth transfer and why you should not count on an inheritance to retire, plus Premier Vision document and Jonas Money Tip Of The Week. PremierIWM.com (800)383-6590
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July 2, 2025 - Pace To Win

July 11, 2025 • 27 mins
Chris McNeal and Roger Abel from Premier talks to Doug Wagner about how to measure your pace and making revisions to your plan. PremierIWM.com (800)383-6590
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Jun 24, 2025 - Retirement Lifestyle Planning

June 28, 2025 • 27 mins
Casey Mushrush Esq. and Elias Randall from Premier talk to Doug Wagner about transitioning into retirement by setting up a distribution strategy to plan your retirement cash flow, plus Premier Vision document and Jonas Money Tip Of The Week. PremierIWM.com (800)383-6590
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June 17, 2024 - Blended Family Considerations

June 28, 2025 • 27 mins
Elias Randall and Casey Mushrush Esq. from Premier talk to Doug Wagner about considerations when merging finances and beneficiary assets, plus Premier Vision document and Jonas Money Tip Of The Week. PremierIWM.com (800)383-6590
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June 10, 2025 - Succession Plans

June 15, 2025 • 26 mins
Casey Mushrush, Jonas Everett and Roger Abel from Premier talk to Doug Wagner about parallels between what Warren Buffet is doing with his succession plan and options for the household investor, plus Premier Vision document and Jonas Money Tip Of The Week. PremierIWM.com (800)383-6590
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June 4, 2025 - Roth Conversions

June 7, 2025 • 28 mins
Elias Randall, Jonas Everett and Roger Abel from Premier talk to Doug Wagner about taxes tendency to increase, plus Premier Vision document and Jonas Money Tip Of The Week. PremierIWM.com (800)383-6590
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May 28, 2025 - How Long Should You Work?

May 30, 2025 • 27 mins
Casey Mushrush, Jonas Everett and Roger Abel from Premier talk to Doug Wagner about user questions, plus Premier Vision document and Jonas Money Tip Of The Week. PremierIWM.com (800)383-6590
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May 14, 2025 - Investment Myths

May 24, 2025 • 27 mins
Jonas Everett, Elias Randall and Roger Abel from Premier talks to Doug Wagner about investment myths, plus Premier Vision document and Jonas Money Tip Of The Week. PremierIWM.com (800)383-6590
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May 7, 2025 - Are You A Day Trader

May 14, 2025 • 26 mins
Jonas Everett and Casey Mushrush from Premier talks to Doug Wagner about long term investing, plus Premier Vision document and Jonas Money Tip Of The Week.
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May 3, 2025 - Financial ICU

May 4, 2025 • 26 mins
Jonas Everett and Casey Mushrush from Premier talks to Doug Wagner about market volatility and long term investing perspectives, plus Premier Vision document and Jonas Money Tip Of The Week. PremierIWM.com (800)383-6590
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April 26, 2025 - Who Doesnt Want A Vacation Home

May 4, 2025 • 26 mins
Jonas Everett from Premier talks to Doug Wagner about our common need for money, plus Premier Vision document and Jonas Money Tip Of The Week. PremierIWM.com (800)383-6590
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April 19, 2025 - Long Term Market Conditions

April 21, 2025 • 27 mins
Jonas Everett and Roger Abel from Premier talks to Doug Wagner about Jaws production snafus as a parallel to long term market hits, plus Premier Vision document. PremierIWM.com (800)383-6590
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April 2, 2025 - F.O.R.E.

April 5, 2025 • 26 mins
Jonas Everett from Premier talks to Doug Wagner about Jonas' Money Tip Of The Week, plus Premier Vision document. PremierIWM.com (800)383-6590
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March 26, 2025 - Market Volatility

March 29, 2025 • 26 mins
Elias Randall and Jonas Everett from Premier talks to Doug Wagner about market volatility, plus Premier Vision document. PremierIWM.com (800)383-6590
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March 19, 2025 - Roth IRA

March 22, 2025 • 26 mins
Jonas Everett and Roger Abel from Premier talks to Doug Wagner about Roth IRA, plus Premier Vision document. PremierIWM.com (800)383-6590
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March 11, 2025 - Lifestyle Inflation

March 12, 2025 • 26 mins
Elias Randall and Roger Abel from Premier talks to Doug Wagner about how people are more concerned about running out of money than dying, plus Premier Vision document. PremierIWM.com (800)383-6590
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March 5, 2025 - Long Term Investment Principles

March 7, 2025 • 26 mins
Casey Mushrush and Roger Abel from Premier talks to Doug Wagner about principles of long term investing resilience, plus Premier Vision document. PremierIWM.com (800)383-6590
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Febrary 26, 2025 - Forbes Best Of Wealth Management Team

March 1, 2025 • 26 mins
Wealth Management Weekend Elias Randall and Jonas Everett from Premier talks to Doug Wagner about being on the Forbes list of Best Wealth Management Teams, as well as Jonas Money Tip Of The Week plus Premier Vision document. PremierIWM.com (800)383-6590
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Wealth Management Weekend

February 23, 2025 • 29 mins
Elias Randall and Roger Abel from Premier talks to Doug Wagner about how there is no such thing as get rich quick, as well as Jonas Money Tip Of The Week plus Premier Vision document. PremierIWM.com (800)383-6590
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