Show Me The Money

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.

In this episode Jake and Jeff discuss retirement  in a higher risk world - what you need to know now. Also 6 fixed index annuity myths busted, Roth conversions, and is your 401K on track to hit your retirement number? 

In this episode Randy, Jake, and Jeff discuss inflation, rates, and risk - why retirement just got harder. Also, how do you know where you stand in retirement, the 7  investment behaviors that hurt retirees the most, and what the first meeting with Floyd Financial looks like. 

In this episode Jeff and Jake discuss 7 crucial retirement mistakes and how to avoid them, early retirement withdrawal strategies for the long haul, the 'take that Uncle Sam rule of retirement spending, and the best places to retire in the Ozarks. 

In this episode, Randy, Jake, and Jeff discuss why retirement isn't as easy as it used to be, annuities - guaranteed income or confusing trap, set-it-and-forget -it retirement planning, and what your "why" is in retirement. 

In this episode Jake and Jeff discuss what today's economy means for your retirement, why the market won't break, the magic number to retire comfortably, and retirement planning questions that everyone should consider. 

In this episode Randy, Jake, and Jeff discuss where the opportunities are emerging for investors for retirement. Also paying for the nursing home without losing all your assets, stewardship, faith and legacy beyond just money, and the 6-step retirement checklist - are you  ready. 

In this episode Jake and Jeff discuss the retirement squeeze - inflation, war, and market risks colliding. Also the challenges of being a "Midwestern Millionaire," ways to generate income in retirement, and 5 things people wish they knew before retiring. 

In this episode Randy, Jake, and Jeff discuss what today's headlines mean for your retirement plan, why so many Americans think they can't retire, are annuities safe, and Dolly Parton quotes for retirees to live by. 

In this episode, Randy, Jake, and Jeff discuss what today's economic headlines mean for your retirement, spring cleaning your finances, smart  strategies to create a retirement paycheck, and an estate planning checklist. 

I this episode Randy, Jake, and Jeff discuss what todays economic headlines mean for your retirement, spring cleaning your finances, 5 smart strategies to create your retirement paycheck, an estate planning checklist. 

In this episode Jake and Jeff discuss global conflict, rising rates and retirement risks. Also sequence risk, the 5 phases of retirement planning, and how the IRS taxes retirement income. 

In this episode, Randy, Jake and Jeff discuss volatility, rates, and retirement. Also, whether you should invest when the market is at an all-time high, retirement mistakes you regret forever, and 5 Ronald Reagan  quotes for retirees to live by. 

In this episode Jake and Jeff discuss retirement planning for conservative investors, what to do with 401K money once you retire, Christian stewardship of money, and whether you should leave money to kids.  

In this episode, Randy, Jake, and Jeff discuss how the retirement playbook may be changing in 2026, common retirement misconceptions, common investing for retirement misconceptions, and what the Floyd Financial Group initial meeting really looks like. 

In this episode Jake and Jeff discuss market and economic headlines, mistakes that DIY investors don't realize they're making, are you on track for tax savings in 2026, and the 60/40 stock bond split - dead or misunderstood. 

In this episode Randy and Jeff discuss markets, politics, and retirement income. Also why so many people are delaying retirement, rebalancing your portfolio near and in retirement, and retirement planning questions everyone should consider. 

In this episode Jake and Jeff discuss markets, inflation, and what retirees should do in 2026. Also 5 retirement risks that did not exist 20 years ago, how to prepare for potential inflation this spring, and 7 risks your retirement plan must address. 

In this episode Randy, Jake, and Jeff discuss what's your investment plan, estate planning, and what the Floyd Financial Group review looks like.