The Retirement Playbook
132 episodes — Page 1 of 3
The October Watch List - Things To Look Out For This Month
Five Financial Traps You Don't Realize You're In
The Danger Of Trying To Live On Social Security Alone
How Much Retirement Do You Actually Need?
The 5 Pillars Of A Successful Retirement
Reinventing Your Retirement Playbook
How Long Will $250,000 Last In Retirement?
DIY Retirement Planning - Is Is Costing You Money?
Turning Your Retirement Savings Into A Paycheck You Can't Outlive
The Retirement Stress Test
Inflation Is Quietly Stealing Your Cash - Where You May Want To Park Your Savings
The New Definition Of The American Dream
10 Costly Social Security Mistakes To Avoid.
Five Financial Moves to Make Before Labor Day
Declare Your Financial Independence
Today's Market and Geopolitical News - What Retirees Should Know Right Now.
Can I Retire This Year?
5 Years Before Retirement - Start Refining Your Income Plan Now
The Retirement Squeeze - Why It Still Feels Tight
Hot Markets, Rising Rates, and Inflation Pressure.
Retirement Problems You Can't Fix Alone
How Do You Know Where You Stand For Retirement?
7 Crucial Retirement Mistakes And How To Avoid Them
Retirement Planning Has Evolved - Is Your Plan Keeping Up?
The Hidden Risks Of Playing It Too Safe In Retirement
The 6-Step Retirement Check Up
The Perfect Storm Is Brewing For Retirees And How To Navigate It
Ep 106Reasons the 60/40 Stock/Bond Portfolio Is Not Relevant Today
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.
Ep 1055 Smart Strategies To Create A Retirement Paycheck
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.
Ep 104Turning Your Savings Into Retirement Paychecks
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.
Ep 103Should You Invest When The Market Is At An All-Time High?
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.
Ep 102Retirement Planning For Conservative Investors
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.
Ep 101Inflation-Proofing Your Retirement Income
In this episode Jeff and Coach Croze discuss inflation-proofing your income, conservative investing, avoiding scams, and he answers listener questions.
Ep 100Why The First Five Years Of Retirement Matter More Than The Next 20.
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.
Ep 99The 5 Retirement Decisions You Need To Get Right Before You Retire
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.
Ep 98Are You On Track For Tax Savings In 2026?
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.
Ep 97Retirement Planning Questions Everyone Should Be Considering
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.
Ep 96Boost Your Retirement With Low Risk-High Return Investments.
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.
Ep 95Retirement Risks That Did Not Exist 20 Years Ago
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.
Ep 94A Look Back At 2025 and Ahead at 2026.
In this episode Coach Croze and Jeff discuss 2025 in review, a retirement reality check, looking ahead to 2026 and they answer listener questions.
Ep 93The Top 5 Retirement Moves Being Discussed Online Right Now
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.
Ep 928 Tips To Make Your Money Last Through Retirement
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.
Ep 91Why The First 5 Years Before and After Retirement Are So Important
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.
Ep 90The First 5 Years Of Retirement And Money Moves You Must Make
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.
Ep 89Reliable Income Planning For 2026
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.
Ep 88How To Know Whether You're Prepared To Retire
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.
Ep 875 Retirement Traps You Can't Afford to Fall Into
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.
Ep 86Tax-Smart Investing Strategies If You're Nearing Retirement
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.
Ep 85Investing Strategies If You're Nearing Retirement
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.
Ep 84Making Your Money Outlive You
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.