The Money Questions
You’re Actually Asking.
What if you could ask three experienced financial professionals anything?
On 5Q/IQ, you do.
June 19, 2026
“Use It or Lose It” — The Social Security Truth, Private Markets & Retirement Costs Nobody Plans For
In this episode of 5QIQ Financial Power-Ups from Trades and Wealth, fiduciary advisors Marty Bryant and Corbett Leduc are joined by Chief Investment Officer David Bush to tackle five real listener questions that every pre-retiree and investor should be asking. Whether you're 10 years from retirement or already in it, this episode will help you make decisions that hold up over time — not just on paper! Read MorePrevious Episodes
You Ask, We Answer
On 5Q/IQ Financial Power-Ups by Trajan Wealth, Jeff Junior and fiduciary advisors Marti Bryant and Corbett La Duke break down five real questions with clarity, candor, and practical perspective.
From day-one money moves to advanced planning strategies, the show cuts through the noise around markets, retirement, taxes, and today’s biggest financial headlines to deliver insight you can actually use.
The Hosts
Jeff Junior
Industry Veteran & Real-Talk Guide
Jeff Junior founded Trajan Wealth in 2012 with a simple mission: help families make smarter financial decisions through education, coordination, and fiduciary care. A former U.S. Marine, Jeff brings decades of experience in wealth management and a passion for financial literacy to every conversation.Read Jeff's Story >>>
Marti Bryant, CDFA®
Tax-Savvy Strategist with a Sense of Humor
Marti Bryant is a Certified Divorce Financial Analyst and fiduciary advisor specializing in retirement planning, risk management, and major life transitions. She is known for her disciplined approach and thoughtful planning, helping individuals and families navigate complex financial decisions with confidence.Read Marti's Bio >>>
Corbett LaDuke, CFP®
Transition Specialist & Straight-Shooter
Corbett La Duke is a seasoned fiduciary advisor with over 25 years of experience in financial services. A CERTIFIED FINANCIAL PLANNER™ professional, Corbett brings deep expertise in wealth management, retirement planning, estate strategies, and tax-aware decision making.Read Corbett's Bio >>>
If a financial decision is keeping you up at night, you’re not alone.
Send Us Your Financial Questions
Send your question to:5QIQ@TrajanWealth.com
Our team reviews submissions and selects five real questions for each episode. Get the straight, actionable financial answers you need from three experts who have proven their mastery.
Please note that questions may be edited for clarity and length. Not all submissions will be used on air.
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Your Financial Plan Should Feel Clear, Not Confusing
Whether you are preparing for retirement, navigating market volatility, or simply trying to make smarter decisions with what you have built, our team is here to help you see the full picture and move forward with confidence. Take a free financial assessment or schedule a complimentary consultation with a Trajan Wealth advisor.
