Jeff Massey
Massey on Money Radio Show
Jeff Massey is the founder and president of Massey and Associates, Inc. He is a CERTIFIED FINANCIAL PLANNER® with 30 years of experience. He helps clients with retirement planning, asset preservation, investment strategies, legacy planning, and comprehensive financial guidance. He does a weekly Podcast talking about retirement. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
Where to listen?
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Episodes
Massey on Money-The Cost of Retirement 11.07.2026 54:04
Get the latest financial news, tips, and updates. For more information about Jeff Massey, go to Masseyandassociates.com
Massey on Money-2026 Mid-Year Check-Up 04.07.2026 54:04
Get the latest financial news, tips, and updates. For more information about Jeff Massey, go to Masseyandassociates.com
Massey on Money-Financial Independence 27.06.2026 54:04
Get the latest financial news, tips, and updates. For more information about Jeff Massey, go to Masseyandassociates.com
Massey on Money-The Early Exit 20.06.2026 54:04
“What if your career ended today—are you truly prepared?” More than half of Americans don’t get to choose their retirement date, upending even the best-laid plans. In this episode, Amy Sharp and Jeff Massey dig into eye-opening statistics, real-world scenarios, and the financial blind spots that catch people off guard. Explore what separates confident retirees from those left scrambling, and disco...
Massey on Money-The Marathon of Her Life 13.06.2026 54:04
“What happens when retirement lasts longer than expected—and the money doesn’t?” In this episode, the conversation turns to the unique financial realities women often face, from longer lifespans to career interruptions and reduced lifetime savings. Jeff Massey explores why traditional retirement rules may fall short in today’s world and how income planning must adapt to real-life longevity. The di...
Massey on Money-Your Worst Nightmare 06.06.2026 54:04
What worries Americans more than death itself? Discover the startling truth behind why 67% fear running out of savings, and how unexpected challenges—like rising costs and healthcare—reshuffle retirement priorities. The conversation explores the secrets of income planning, risk management, and the impact of living longer, setting a tone that’s equal parts urgent and insightful. Find out what’s fue...
Massey on Money-Retirement Tax Shock 30.05.2026 54:04
Are your golden years as secure as you think—or are there crucial risks lurking beneath the surface? This episode tackles the realities retirees often overlook, from soaring medical bills and shifting tax codes to the emotional decisions around legacy and charitable giving. Jeff Massey and Amy Sharp unravel the complexities of planning for longevity, tax strategy, and support networks, sharing fre...
Massey on Money-The Marathon of Her Life: Helping Secure a Woman's Financial Future 23.05.2026 54:03
"Is your retirement plan built to last through every twist and unexpected challenge? From the paralyzing fear of running out of money to the hidden financial hurdles uniquely faced by women, Jeff Massey digs into listener questions that hit close to home. Discover why so many retirees second-guess spending, how charitable giving survives on a fixed income, and what every spouse needs to ask today—...
Massey on Money-The Confidence Gap 16.05.2026 54:03
What if the retirement you’ve envisioned is slipping further out of reach? With confidence in retirement plummeting and worry over inflation, market risk, and the future of Social Security making headlines, it’s no wonder so many Americans are feeling uneasy at the threshold of a new life chapter. Join Amy Sharp and Jeff Massey as they unpack the hidden challenges in today’s retirement landscape—f...
Massey on Money-Are You in The Danger Zone? 09.05.2026 54:03
Is your retirement ready for a world where global conflicts ripple through every dollar you save? This episode dives into the economic storms sparked by unrest abroad, energy shocks, and stubborn inflation—revealing how retirees face unique challenges while businesses wait. Discover the hidden dangers, overlooked opportunities, and strategies for securing your life savings amid uncertainty. Tune i...
Massey on Money-Mailbag Questions 16 02.05.2026 54:04
Is your retirement plan missing a silent risk that's quietly draining your savings? From burnout to navigating Social Security timing, and family business transitions to the overlooked health care costs, this episode dives deep into the questions listeners are asking. Jeff Massey shares insights about finding fulfillment after work, planning for the unexpected, and decoding complex Medicare choice...
Massey on Money-The Marathon of Her Life: Helping Secure a Woman's Financial Future 25.04.2026 54:03
Can your retirement plan withstand the unpredictability of taxes, family disagreements, and market swings? Jeff Massey reveals the hidden pitfalls that could turn your savings into unexpected tax bills and explores why couples rarely agree on when or how to retire. This episode brings clarity to questions about estate documents, risk tolerance, and legacy planning—all while hinting at the surprisi...
Massey on Money-The Cost of Conflict 11.04.2026 54:03
“Is your retirement strategy ready for what the world throws at it?" From turbulent headlines out of Iran to the unseen ways inflation chips away at your nest egg, Amy Sharp and Jeff Massey break down the economic forces influencing your future. Tune in for eye-opening insights on what rising prices and layoffs might mean for your plans—and why clarity, confidence, and the right checklist matter m...
Massey on Money-Retirement Paycheck Predicament 04.04.2026 54:03
What happens when the steady paychecks stop and it’s time to turn savings into sustainable income? Jeff Massey breaks down the retirement “paycheck predicament,” revealing how the loss of pensions, Social Security uncertainty, and volatile markets make a 401(k) balance alone insufficient. This episode explores the hidden risks of relying on a lump sum, why structured income planning matters more t...
Massey on Money-Recession on the Horizon 28.03.2026 54:03
As headlines warn of recessions, surging oil prices, and global unrest, how do you protect your retirement—and your peace of mind? Jeff Massey cuts through the noise with practical, time-tested advice: why automatic investing during downturns can pay off big, how stagflation could affect retirees, and why having both “safety” and “growth” buckets matters more than ever. Tap into real-world tips on...
Massey on Money-Key Financial Habits of Upper Class Retirees 21.03.2026 54:03
Get the latest financial news, tips, and updates. For more information about Jeff Massey, go to Masseyandassociates.com
Massey on Money-When the Market Tests Your Plan 14.03.2026 54:03
"Is your portfolio protected from the next market shock?" From global headlines to local weather surprises, this episode dives into how unexpected events can rattle your financial plans—and what you can do about it. Join Amy Sharp and Jeff Massey as they unpack why emotional reactions might sabotage your retirement, the hidden pitfalls of going to cash, and the keys to maintaining confidence and s...
Massey on Money-2026 Valentine's Day Special 14.02.2026 54:03
“Is retirement planning the ultimate test of a couple’s communication skills?” In this special Valentine’s Day edition, Jeff Massey explores the surprising ways love and finances intertwine as couples approach retirement together—but rarely at the same time. Dive into the candid realities of balancing dreams, spending plans, and differing priorities, discovering why open conversations can make or...
Massey on Money-Could You Retire Early? 09.02.2026 54:02
Get the latest financial news, tips, and updates. For more information about Jeff Massey, go to Masseyandassociates.com
Massey on Money-Questions From the Listeners 02.02.2026 54:03
Get the latest financial news, tips, and updates. For more information about Jeff Massey, go to Masseyandassociates.com
Massey on Money-Make Your Wishes Known 26.01.2026 54:04
Get the latest financial news, tips, and updates. For more information about Jeff Massey, go to Masseyandassociates.com
Massey on Money-Retirement Forecast: Looking Ahead to 2026 19.01.2026 54:03
Get the latest financial news, tips, and updates. For more information about Jeff Massey, go to Masseyandassociates.com
Massey on Money-Battling Inflated Prices 12.01.2026 54:03
Get the latest financial news, tips, and updates. For more information about Jeff Massey, go to Masseyandassociates.com
Massey on Money-30th Anniversary Special 05.01.2026 53:03
Get the latest financial news, tips, and updates. For more information about Jeff Massey, go to Masseyandassociates.com
Massey on Money-Top 5 Signs You Need a New Advisor-December 27, 2025 29.12.2025 48:06
Get the latest financial news, tips, and updates. For more information about Jeff Massey, go to Masseyandassociates.com
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