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Financial Videos

Preview our firm and philosophies before you ever step foot in the door

Weekly Updates & Podcast

Cryptocurrency has taken over news headlines in the last month. Do you have a fear of missing out (FOMO)? You aren’t the only one! With celebrities and big corporations publicly backing Bitcoin (and Dogecoin), cryptocurrency’s legitimacy has risen significantly. However, just because others are investing doesn’t mean it’s right for you. So, if you’re experiencing investor FOMO – or just want a little more information – tune in! 

On this episode of Build Your Wealth with Trajan Wealth, Jeff and co-host Rusty Humphries dive into a new venture, Trajan Estate. Kent Phelps, an estate planning attorney and co-founder of Trajan Estate, joins to discuss the importance of planning and how to avoid the biggest mistake a lot of people make with their estate.

Cryptocurrency has taken over news headlines in the last month. Do you have a fear of missing out (FOMO)? You aren’t the only one! With celebrities and big corporations publicly backing Bitcoin (and Dogecoin), cryptocurrency’s legitimacy has risen significantly.

However, just because others are investing doesn’t mean it’s right for you. So, if you’re experiencing investor FOMO – or just want a little more information – tune in! 

On this episode of Build Your Wealth with Trajan Wealth, Jeff and co-host Rusty Humphries dive into a new venture, Trajan Estate. Kent Phelps, an estate planning attorney and co-founder of Trajan Estate, joins to discuss the importance of planning and how to avoid the biggest mistake a lot of people make with their estate.

GET TO KNOW US

FIDUCIARY STANDARD

Jeff discusses Trajan’s commitment to fiduciary standards that give clients an advantage.

About Trajan Wealth

How is Trajan Wealth different?  And what exactly is a fiduciary?  We’re glad you asked.

Moving America Forward

Jeff is a guest on William Shatner’s Moving America Forward, discussing helping Americans retire with peace of mind.

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