Show Me The Money

In this episode Jake and Jeff discuss  are you really on track to retire or is it just hope, life insurance that also pays for care, playing it safe in retirement - can you be too cautious, and what the Floyd Financial Group initial meeting looks like. 

In this episode Jake and Jeff discuss the election and whether your retirement plan should vote too. Also, the retirement paycheck, where does the money come from, the retirement you didn't see coming, and what keeps you up at night about retirement. 

In this episode Jake and Jeff discuss headline that may affect your retirement, 5 retirement traps you can't afford to fall into, and retiring with what you have - making social security and a pension work for you. 

In this episode Jake, Jeff, and Randy discuss the most frequent listener questions they get.

In this episode Jake and Jeff discuss todays retirement headlines and what they mean for your plan. Also 3 dates that can decide your RMD bill, target date funds, are they right for your retirement, and lessons from Dolly Parton - keep your legacy from becoming a family  feud. 

In this episode Jeff and Jake discuss the October watch list - 5 things to look for this month. Also, the right investment, but the wrong account, immediate annuities vs deferred annuities vs. fixed index annuities - which is right for you, and is full retirement becoming a luxury? 

In this episode Jake and Jeff discuss -The Consumer Is Still Spending — So Why Did the Fed Raise Rates? 5 Financial Traps You Don't Realize You're in Just Because the IRS Lets You Delay Your First RMD, Should You? Do You Really Need to Pay Off the Mortgage Before You Retire?”

In this episode Jake and Jeff discuss artificial intelligence and the latest warning. Also where your retirement paycheck actually come from, the 10-year retirement countdown, and 5 retirement decisions you don't get an easy do-over on. 

In this episode Jeff and Jake discuss the economy just threw the Fed a curve ball, how much retirement you actually need, the return of 4% to 5% conservative money, and what to expect in the Floyd Financial Group initial revue. 

In this episode Jeff and Jake discuss the economic update - what retirees need to now. Also an annuity checkup, what retirees say they wish they knew at 45, and the 401K rollover decision. 

In this episode Jeff and Jake discuss the annuity boom- why retirees are choosing protection over risk. Also, how lond would $250,000 last in retirement, 6 financial moves to make before year end, and the 5  "Fs" of a happy retirement. 

In this episode Jake and Jeff discuss 5% Treasuries are back, Money through the year of a 15 year old, whether the best retirement strategy is half safe money and half equities, and what is retirement comes earlier then you expected. 

In this episode Jeff and Jake discuss the economy sending mixed signals, what that means for your retirement. Also DIY retirement planning may actually be costing you money, and should you get out of the stock market in retirement?

In this episode Jake and Jeff discuss the economy checkup - what last week's reports mean for your retirement. Also, the 5 years before retirement, and turning your retirement savings into a paycheck. 

In this episode Jeff and Jake discuss current economic events, how to plan for retirement's go-go, slow-go, and no-go years, and your retirement reckoning - 4 questions to ask before you retire. 

In this episode Randy, Jake, and Jeff discuss how to know if you can retire this year. Also, retirement moves smart retirees are making right now, how 2026 retirement rule changes have shifted your savings, and a MYGA, CD, Mutual fund - which belongs in your portfolio. 

In this episode Jake and Jeff discuss current events - markets and economy that affect retirees. Also, 8 retirement myths that could cost you thousands, and whether retirees should take risk in retirement. 

In this episode Randy, Jake, and Jeff discuss retirement planning for the conservative investor, what to do with your 401-K, Christian stewardship - retirement planning without fear, and leaving money to kids versus spending it on yourselves in retirement. 

In this episode, Randy, Jake and Jeff answers the top questions sent in by listeners.

On this episode  Jake and Jeff discuss how to master the retirement trifecta - cash flow, longevity risk, and tax efficiency. Also how 401K savers have triggered a big market shift, mutual funds or an ETF - which is better for your retirement, and what happens if you die without a will in Missouri. 

In this episode Randy, Jake, and Jeff discuss whether you can retire this year. Also, June retirement moves, 2026 retirement rule changes, and does a MYGA, CD, mutual fund or money market belong in your portfolio? 

In this episode Randy, Jake, and Jeff discuss retirement planning for the conservative investor. Also, what to do with a large 401K, Christian stewardship with money, and leaving money to kids versus spending it. 

In this episode Randy and Jake discuss the 5 years before retirement, the retirement tax bomb, what if you're forced into early retirement, and gifting to  adult children. 

In this episode Jake and Jeff discuss the retirement squeeze - why it still feels tight. Also target date funds - set it and forget it or not. Then retirement mistakes people realize when it's too late, and whether you should tap into your home equity. 

In this episode Randy, Jeff, and Jake discuss today's market and political news. risk tolerance vs. risk capacity, retirement account mistakes that send money to the wrong people, and retirement problems you can't fix alone.