Show Me The Money

In this episode Jake and Jeff discuss current event headlines, top retirement concerns being discussed online right now, last minute money moves to make before year end, and what the Floyd Financial Group complimentary review looks like. 

In this episode Randy, Jake, and Jeff discuss current event headlines, holiday market fears, who hates taxes, and protecting spouses, the most overlooked risk in retirement planning. 

In this episode Randy, Jake, and Jeff answer the top questions asked of Floyd Financial Group. 

In this episode Randy, Jake, and Jeff discuss current event headlines, social security's new retirement age, AI stocks in your retirement portfolio, and how to retire confidently without a pension. 

In this episode Jake and Jeff discuss current event headlines, what you may be missing from your retirement portfolio, the first rule of retirement rule, and retirement moves to make before year end. 

In this episode Randy, Jake, and Jeff discuss current event headlines, 5 ways to lower your risk in retirement, gifting while you're still alive, and  why it's hard to have a successful retirement without a plan of record. 

In this episode Jake and Jeff discuss current events, 7 signs your retirement plan may not be right for you, capital gains taxes and how they affect your retirement income, and Warren Buffet quotes  explained. 

In this episode Randy and Jeff discuss current events, what to watch for before you do your IRA to Roth conversion, alternative investments, and  life changes - so should your estate plan. 

In this episode Jake and Jeff discuss current economic events, 5 retirement traps you can't afford to fall into, 240 paychecks in retirement, and how to retire early. 

In this episode randy, Jake, and Jeff discuss current events, tax-smart investment strategies for those nearing retirement, life events that can trigger liquidity issues, and financial moves to make before year's end. 

In this episode, Randy, Jake, and Jeff discuss current events, where to put money now that the Fed ha cut rates, whether your money can outlive you, and phasing into retirement. 

In this episode, Randy, Jake, and Jeff discuss Charlie Kirk, his legacy and what direction the country may be turning to now. Also how to prepare for falling interest rates. 

In this episode Randy, Jake, and Jeff discuss current events, 10 investing mistakes to avoid , rebalancing ahead of during retirement, and the die with zero rule in retirement. 

In this episode Jake and Jeff discuss current events, 5 step to take now if you're retiring in 5 years, tactical Roth conversions - why2025 to 2028 is a critical window, and how to use annuities for retirement paychecks. 

In this episode Randy, Jake, and Jeff discuss current events, 6 popular investments for retirees - when do they make sense and when to stay away. Also 5 blind spots that could derail your retirement, and the reality of retirement. 

In this episode Randy, Jake, and Jeff discuss the top 10 questions we get at Floyd Financial Group. 

In this episode Randy and Jeff discuss current events, the 5 pillars of a truly aligned financial plan, social security turning 90 years old, and things to consider of you're planning on an early retirement. 

In this episode Jake and Jeff discuss current economic events, the state of the economy and what's in store for the remainder of the year, and how to handles risk in retirement. 

In this episode Randy, Jake, and Jeff discuss current events, strategies to make your retirement savings last 30+ years, cutting the blue wire before the tax bomb explodes, and the Floyd Financial Group initial meeting looks like. 

In this episode, Randy, Jake, and Jeff discuss current events, ways to structure income in retirement, what to do ig you lose your job just before you retire, and the difference between to national advisory chains and firms such as Floyd Financial Group. 

In this episode Jake and Jeff discuss current events and the One Big Beautiful Bill. 

In this episode Randy, Jake, and Jeff discuss current events, financial independence in retirement, creating a successful second half in life, and what the Floyd Financial 5-step retirement process.

In this episode Jake and Jeff discuss current events, retirement income planning, the 30 year retirement reality, and estate planning for the great wealth transfer. 

In this episode Randy, Jake, and Jeff discuss current events, what to expect during the first 5 years of retirement, the importance of 401Ks and IRAs, and 5 key pieces to solving the retirement puzzle. 

In this episode Randy,, Jake, and Jeff discuss the top 10 questions they get.