Jacob Vonloh
Client-facing member of the firm's investment due diligence team who works on investment positioning and implementation of degree-of-principal-protection products such as buffered/defined outcome ETFs.
Best podcasts with Jacob Vonloh
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Feb 18, 2026 • 1h 19min
Using Buffered ETFs: EDU #2607
Jacob Vonloh, an investment due-diligence pro who implements buffered and defined outcome ETFs, joins to explain how these products work. The conversation covers why buffers limit upside, when principal protection makes sense for retirement distribution, and how to position dollars into time- and purpose-segmented portfolios. They also discuss suitable horizons and alternatives to buffered ETFs.
Jan 21, 2026 • 1h 37min
Investing for Retirees: EDU #2603
Jacob Vonloh, an investment manager at Jim Saulnier and Associates, joins the discussion to redefine retirement investing. He emphasizes how transitioning from accumulation to distribution requires a shift in mindset. Jacob explains buffered ETFs and their varied characteristics, detailing how they can mimic cash-like behavior with principal protection. He introduces the SEAL reserve framework for managing aging and long-term care expenses, suggesting a tiered approach to savings that adapts as needs change. This conversation is a wealth of insights for retirees.
