The Retirement Playbook

In this episode Coach Croze and Jeff discuss what you need to know about Medicare choices, tips for real estate investors, what the APO Prime review is all about, and Coach answers listener questions.

In this episode John and Jeff discuss Medicare choices, what to know if you're a real estate investor, what to expect in the APO Prime review, and they answer listener questions.

In this episode Coach, John, and Jeff discuss 1`0 signs your plan is not right for you, the difference between cash flow and income, the basics of estate planning, and they answer listener questions.

In this episode Coach, Joh, and Jeff discuss reasons why your taxes may be higher in retirement, ROTHs and the basics of retirement planning, the APO Prime strategy, and they answer listener questions.

in this episode Jeff and Coach Croze discuss social security benefits, why taxes in retirement may be more, listener questions, and reasons to convert to an IRA.

In this episode John, Coach Croze, and Jeff discuss 10 ways to create a paycheck in retirement, reasons the 60/40 stock bond portfolio is not relevant today, secrets to a happy and fulfilling retirement, and they answer listener questions.

In this episode Coach Croze, John Goodhue and Jeff Shade discuss 7 retirement myths, 7 smart investing strategies for retirees, 6 reasons to convert your 4-1K to an IRA, and they answer listener questions.

In this episode Scott, John, and Jeff discuss beginning and end of year financial planning, cash flow versus income, the Prime Review, and they answer listener questions.

In this episode John and Scott discuss ways to invest if you don't like the stock market, the death of a spouse in retirement, 4 major benefits you're missing if you're not working with an advisor and they answer listener questions.

In this episode the guys discuss how President Trump could affect your retirement, investment options you can't get on your own, estate t axes - the silent wealth assassin, and they answer listener questions.

In this episode Scott Mallernee from our Palm Beach Gardens office is in for John Goodhue. Scott, John, and Jeff discuss 5 new blind spots you may miss in your retirement plan. Also everything you need to know about annuities, listener questions, and exchange traded funds.

In tis episode John, Jeff, and Kohn discuss whether general rules like the 4% rule actually work. Also low risk - high return investments and answering listener questions.

In this episode, John, Jeff, and Coach discuss steps to take now for financial success in 2025, a stock market forecast for 2025 with Trump as president, and 6 financial things to put on your to-do list for 2025.

In this episode John, Jeff, and John discuss tips to help your finances last, how to rebalance from within your IRA, 10 essentials for retirement, and transitioning from work to retirement.

In this episode Scott Mallernee, Coach Croze, and Jeff discuss 12 retirement questions to consider, Ways to generate passive income in retirement, answer listener questions, and money and emotions

In this episode, John, Jeff, and John discuss the differences between a plan and a complete plan. Also why the DIY retirement plan may not be the best, what an initial consultation looks like , and listener questions.

In this episode, John, Jeff, and John discuss what the Trump win means for banks. Also, better deals on annuities, listener questions, and what to do in the final weeks of 2024.

In this episode John, Jeff, and John discuss the Trump 2.0 administration and how it will affect the markets and our future. Also how to invest and spend in retirement, listener questions, and how a financial advisor can help you sleep better at night.

In this episode John, Jeff, and John discuss 8 bug retirement mistakes to overcome. Also, the most overlooked tax breaks for seniors, 9 things every retiree should do, and they answer listener questions.

In this episode John, Jeff, and John discuss income planning and investments, insurance and tax planning, estate planning and listener questions.

In this episode John, Jeff, and John discuss how to create a retirement plan that checks all the boxes, 3 types of universal life insurance and how they're used, listener questions and smart ways to give money to children and grandchildren.

In this episode John, Jeff, and Scott discuss why more rates cut hopes have dimmed, 14 questions to ask yourself about when you can retire, listener questions and preparing for retirement if you're doing it in 2025.

In this episode John, Jeff, and John discuss key tax provisions expiring after 2025. Also, 10 Things To Know Before Medicare Open Enrollment Starts Oct 15th, Listener Questions, and Re-Inventing Your Retirement Playbook

In this episode John, Jeff, and Jeff discuss current events, 5 things to know about social security and taxes, low risk investment strategies, and they answer listener questions.

In this episode John. John, and Jeff discuss what's next after recent rate cuts. Also five things retirees wish they'd know before retirement, working into retirement, and listener questions.

In this episode Coach, John, and Jeff discuss moves to make before the fed lowers interest rates, how long $25,000 will last in retirement, and answers listener questions.

In this episode John and Jeff are joined by David Piatt of APO Financial to discuss 5 ways to lower your rick in retirement. Also what you need to know before a spouse passes, listener questions , and the 3 biggest retirement gaps among DIYers.

In this episode Coach Croze and Jeff are joined by Scott Mallernee of APO Financial to discuss current market events, strategies for building a bond portfolio. They also answer listener questions and discuss the problem with financial advisors today.

In this episode coach Croze and Jeff welcome Caitlin from the Denver office to discuss market conditions, overcoming common retirement fears. They answer listener questions, and discuss 7 tax-free investment for your portfolio.

In this episode Scott Mallernee from The APO Florida office joins John and Jeff to discuss current economic news, annuities, and they answer listener questions.

David Piatt joins us from the APO Denver office. David, John, and Jeff discuss:1. The current state of the market and economy 2. A Retirement Misstep that could cost you as much as $130,000 3. Listener Questions 4. 7 Big Retirement Mistakes to Avoid

In this episode John, Jeff, and John discuss current events, possible rate cuts, and what to do ahead of these rate cuts.

In this episode John, John, and Jeff discuss inflation, 16 mistakes to avoid when your getting into retirement, and they answer listener questions.

APO Advisor David Piatt joins John and Jeff to discuss current economic conditions, moves to make for retirement planning if you're worried about the economy, FAQs about Medicare, and David answers listener questions.

In this episode John, Jeff, and John discuss 3 key elements of a retirement plan, investing in commodities, key ages along your retirement journey, and important estate planning documents.

In this episode Jeff, John, and John discuss 12 things you must know to maximize your social security benefits. Also why 675 is no longer the ideal retirement age, and 10 things you should know about estate planning.

In this episode John, John, and Jeff discuss small decisions that can have a big impact on your retirement portfolio. Also, social security claiming myths debunked, lump sum or a monthly pension, and is it too late to join this bull market?

In this episode John, Jeff, and John discuss the election and how it can affect your retirement, factors to consider in checking the health of your retirement plan, and an exit strategy for active landlords.

In this episode John, Jeff, and John discuss asset strategies to diversify your portfolio, will the stock market rash in 2024, pros and cons of a self-directed IRA, and risk in retirement.

In this episode John and Jeff discuss 5 reasons to take social security early and 4 reasons not. Also 6 financial actions to take the year before retirement, 7 misconceptions about annuities, and 8 habits of highly successful retirees.

In this episode Joh, Joh, and Jeff discuss factors affecting how much retirement savings you\ll need. Also how to invest for retirement, and 10 frightening retirement statistics that should scare you.

In this episode John, John, and Jeff discuss current events, the possibility of a recession, and 10 retirement obstacles you must overcome.

In this episode John and Jeff discuss 15 retirement mistakes that can shrink your nest egg and how to invest without the stock market.

In this episode John and Jeff discuss money mistakes people often make in the first year of retirement.

In this episode John and Jeff discuss Things To DO If You’re Planning On Retiring In 5 Years, 12 Hard Truths About Retirement, Why You May Not Want To Pay Off A Mortgage In Retirement, and Signs It Could Be Time To Look For A New Investment Advisor.

In this episode John and Jeff discuss costly mistakes that people make at the beginning of retirement.

In this episode John, John, and Jeff discuss:1. Five Things I Wish I’d Known Before I Retired 2. Five Things An Annuity Salesperson Won’t Tell You 3. Twelve Questions Retirees Often Get Wrong About Taxes in Retirement 4. What Is A Reverse Mortgage, How Does It Work, And What Are The Pros And Cons?

In this episode john, John. and Jeff discuss rolling over a 401K into and IRA, annuities and pension alternatives, how the presidential race can affect the markets, and avoiding estate planning pitfalls for those people who are getting remarried.

In this episode John, John, and Jeff talk about retirement income strategies, 5 common retirement fears and how to overcome them, and why the solo years after the death of a spouse are important to plan for.

In this episode John and John talk about Peak 65 - huge numbers of boomers are turning 65 and what that means. Also 6 ways to diversify your portfolio, the best ways to earn passive income, and common post-retirement risks you should know.