Show Me The Money

In this episode Randy, Jake, and Jeff discuss the DOW hitting 40,000, risk versus reward, 10 factors to consider when evaluating the health of your retirement plan, and the Floyd Financial 5-step process. 

In this episode Randy and Jeff discuss 5 reasons to take social security and 4 reasons not. Also, 6 financial actions you should take the year before retirement, and 7 misconceptions about annuities and the truth. 

In this episode Jake and Jeff discuss current economic news, "sell in May and go away," and 10 eye-opening facts that should prompt you to take action with your finances. 

In this episode, Randy, Jake, and Jeff talk about current market and financial news as well as 12 ways you could mess up your retirement. 

In this episode Jake and Jeff discuss current events and continue their conversation about mistakes to avoid in the first year of retirement. 

In this episode Randy and Jake discuss current financial news, building blocks for a well-rounded financial plan, and money mistakes people make in the first year of retirement. 

In this episode randy, Jake, and Jeff discuss current financial news, signs it may be time to look for a new financial advisor, 10 things you should know about estate planning, and the consultation  process with Floyd Financial Group.

In this episode Jake and Jeff discuss current financial news including layoffs of tech workers. Also, costly mistakes new retirees make. 

In this episode Randy, Jake, and Jeff discuss current financial news, a major market rick most retirees haven't considered, the 5 pillars of retirement planning, and things you need to know if you're planning to retire in 2025. 

In this episode Jake and Jeff discuss bitcoin along with other current financial events. also income sources the IRS does not tax, traditional IRA basics, and "de-dollarization."

In this episode randy and Jake discuss current economic events, the case for equities, the rule of 100, and long term care. 

In this episode Jake and Jeff discuss current economic news, the basics of social security, creating passive income, and what it's like to come in for your complimentary consultation. 

In this episode Randy and Jake discuss recent CPI results, a flat market, the 5 pillars of retirement planning, and planning for retirement if you want to do it in 2025. 

In this episode Jake and Jeff discuss when the Fed will  lower interest rates, how much money do you need to retire, debunking 6 social security myths, and retirement plan strategies. 

In this episode Randy discusses what's happening in the country and how it impacts the economy. He also discusses whether or not you need a trust and the reasons why. 

In this episode Jake and Jeff talk about the Republican Presidential race and some people beginning to pick sides. Also, they explore a potential Trump presidency, senior citizen financial fraud, and catch 22 retirement situations. 

In this episode Randy and Jake discuss current events, interest rates, US debt, some hard truths about retirement, misconceptions about annuities, and how to develop a sustainable portfolio. 

In this episode Randy and Jake discuss the Kansa City Chiefs, Taylor Swift, interest rate hikes and cuts, 5 2023 financial events and the lessons we learned from them, and tax deadlines you need to know. 

In this episode Randy and Jake discuss resolutions and planning for what's to come in 2024. Also, tax planning for 2024 and beyond, and 8 mistakes that could upend your retirement. 

I this episode Jake discusses Christmas, the market forecast, how you know when you can retire, and 5 steps toward a safe, secure, and fun retirement. 

In this episode Randy and Jake discuss current economic events, the resurgence of bonds, the retirement outlook for 2024, and 5 simple tax tips for the end of the year. 

In this episode Jake discusses current events, what happens to your 401K when you leave a job, how to calculate your social security break-even age, and what the initial discovery meeting is like at Floyd Financial Group. 

In this episode Jake discusses current events including a drop in inflation, stock market valuation, and the 4% rule - does it still apply?

In this episode Randy and Jake discuss whether we can keep taming inflation without a recession, the prognosis for the market base on where we are in the cycle, sequence of returns risk, and the Floyd Financial initial consultation process. 

In this episode Jake and Jeff discuss the  possibility of a turkey or Santa rally, 5 passive income strategies you can use, the good, bad, and ugly of annuities, and 7 common annuity mistakes to avoid.