The Retirement Playbook

In this episode Jeff and Coach Croze discuss reasons the 60/40 stock-b0nd portfolio isn't relevant today. Also reasons to convert your 401K to an IRA. Plus they answer listener questions.

In this episode Coach and Jeff discuss what today's economic headlines mean for your retirement, 5 smart strategies to create your retirement paycheck, spring cleaning your finances, and they answer listener questions.

In this episode Jeff and Coach Croze discuss turning savings into paychecks, why the solo years of retirement are the most critical, 7 tax free investments to consider for your portfolio, and they answer listener questions.

In this episode Jeff and Coach Croze discuss whether you should invest when the market is at an all-time high, retirement mistakes you'll regret forever, 5 Ronald Reagan quotes for retirees to live by.

In this episode Jeff and Coach Croze discuss retirement planning for conservative investors, what to do with your 401k when you retire, leaving money to kids versus spending it, and they answer listener questions.

In this episode Jeff and Coach Croze discuss inflation-proofing your income, conservative investing, avoiding scams, and he answers listener questions.

In this episode Jeff and Coach Croze discuss why the first 5 years of retirement matter more than the next 20, common retirement and investment misconceptions, and they answer listener questions.

In this episode Coach Croze and Jeff discuss the 5 retirement decisions you need to get right before you retire, AI can't design your retirement plan, retirement goals and life beyond the numbers, and they answer listener questions.

In this episode Jeff and Coach Croze discuss whether you're on track for tax savings in 2026, the 60/40 stock/bond portfolio, is it dead or misunderstood? Also timing social security to maximize income, and they answer listener questions.

In this episode Jeff, John Goodhue, and Coach Croze discuss retirement planning questions everyone should be considering, withdrawal strategies and financial mechanics in retirement, rebalancing your investments as you near or enter retirement.

In this episode Jeff and Coach Croze discuss boosting your retirement income with low risk-high return investments, the 9 expenses you may underestimate in retirement, why face-to-face financial guidance is the the gold standard. and they answer listener questions.

In this episode Coach Croze and Jeff discuss 5 retirement risks that didn't exist 20 years ago, how to prepare for potential inflation this Spring, and they answer listener questions.

In this episode Coach Croze and Jeff discuss 2025 in review, a retirement reality check, looking ahead to 2026 and they answer listener questions.

In this episode Jeff and Coach Croze discuss the top 5 retirement concerns being discussed online right now, why many retirees are re-thinking DIY planning, last minute money moves to make before 2026, and they answer listener questions.

In this episode Jeff and Coach Croze discuss The Roth IRA, 8 tips to make your money last through retirement, the landlord exit strategy, and they answer listener questions.

In this episode Jeff and Coach Croze discuss why the first 5 years and after retirement are so important, Medicare changes coming in 2026, retirement moves to make before 2026, and they answer listener questions.

In this episode Jeff and Coach Croze discuss the first 5 years of retirement and money moves you should make, creating a reliable paycheck in retirement, low risk investment strategies and they answer listener questions.

In this episode Jeff and Coach Croze discuss reliable income planning for 2026, signs your retirement plan my not be right for you, Medicare options, and they answer listener questions.

In this episode Coach and Jeff discuss how to know if you're prepared to retire, what you need to know about taking social security, budgeting using bumpers, and they answer listener questions.

In this episode Coach and Jess discuss 5 retirement traps you can't afford to fall into, the rule of 240 paychecks, how to retire early in 6 steps and they answer listener questions.

In this episode Jeff and Coach Croze discuss tax-smart investment strategies if you're nearing retirement, life events that can trigger liquidity issues, listener questions, and the PRIME approach used by APO Financial.

In this episode Coach Croze, John Goodhue, and Jeff Shade discuss tax-smart investing strategies if you're nearing retirement, life events that can trigger liquidity issues, listener questions, and the PRIME approach APO Financial uses.

In this episode coach Croze and Jeff discuss whether your money outlive you, the role of stocks in a retirement portfolio, phased retirement, and they answer listener questions.

In this episode Jeff and Coach discuss how life insurance can fund your dreams now, key ages to mark along your retirement journey, understanding investment risks and how to mitigate them along with listener questions.

In this episode, Coach and Jeff discuss 10 investing mistakes to avoid, your financial quarterback, and they answer listener questions.

In this episode, Jeff, John, and Coach discuss the market's most unpredictable stretch - September through November, how to use annuities to create a retirement paycheck, beyond stocks, where fixed income and commodities come in, and they answer listener questions.

In this episode Coach, John, and Jeff discuss Q3 and Q4 reviews, figuring out when you can retire, the non-financial side of retirement,, and they answer listener questions.

In this episode Coach and Jeff discuss what to do if you have annuity that's not doing too much, 10 things to plan on when you retire, the PRIME strategy, and they answer listener questions.

In this episode Coach, John, and Jeff discuss what you need to know about your 401K, using an indexed universal life insurance policy to pay for long term care, how to plan for a 30 year retirement, and they answer listener questions.

In this episode Coach, John, and Jeff discuss a big market warning for retirees, estate planning 101, how DIY and turn into OMG in retirement planning, and they answer listener questions.

In this episode , Coach, John, and Jeff discuss 10 mistakes that DIY investors make, 401K or IRA, which is best for you, they different types of unversal life insurance policies and what they do, along with answering listener questions.

In this episode John, Jeff, and Coach Croze discuss what you need to know about building a stock portfolio, how APO answers the question, "when can I retire?" , relocating in retirement, and they answer listener questions.

In this episode Coach, John, and Jeff discuss 5 ways to lower your risk in retirement, what you need to know before a spouse passes, 3 biggest retirement planning gaps among DIYers, and they answer listener questions.

In this episode Coach Croze and Jeff Shade discuss when to take social security. budgeting using bumpers, listener questions, and what the initial meeting looks like.

In this episode Coach and Jeff discuss the PRIME strategy used at APO Financial, the landlord exit strategy, the basics of estate planning and they answer listener questions.

In this episode Coach, John, and Jeff discuss current events, when seeking safety is risky, how to plan for guilt-free spending in retirement.

In this episode John, Coach Croze, and Jeff discuss withdrawal strategies to consider in retirement, what to expect during the first 5 years in retirement, and they answer listener questions.

In this episode Coach, John, an Jeff discuss Trump's Big Beautiful Bill, the biggest retirement mistakes that people make, and they answer listener questions.

In this episode Coach, John, and Jeff discuss the market, economy, 5 key things retirees should be asking about as they approach retirement, the relationship between retirement and a health diagnosis, and they answer listener questions.

In this episode Coach Croze, John, and Jeff discuss financial rules of thumb taken out of context, the best places to put your money if interest rates fall, 5 financial blind spots to watch out for as you approach retirement, and they answer listener questions.

In this episode John and Jeff discuss the importance of planning - income panning, healthcare planning, tax planning, and John answerslistener questions.

In this episode John, Jeff, and Coach discuss 5 investing impacts of the US trade war, annuity liquidity and fees, the difference between estate planning and legacy planning, and they answer listener questions

In this episode Coach, John, and Jeff discuss how to handle 401K losses if you're close to retirement, comparing an independent financial advisor to a big box advisor, and they answer listener questions.

in this episode Coach Croze and discuss whether you should buy the dip or stay the course, two-thirds of people are worried they'll outlive their assets, and they answer listener questions.

In this episode Coach Croze, Jeff, and John discuss signs your annuity may not be right for you, mistakes people make with their 401Ks, how the loss of a spouse can affect your retirement, and they answer listener questions.