Show Me The Money

In this episode Randy and Jake discuss whether we're poised for a recession, how often you should you review your investment portfolio, what defines a fiduciary, and retirement funds withdrawal considerations. 

In this episode Randy and Jake discuss Jake's recent trip to Washington DC, sorting out why there are so may differing opinions on the economy and the market, bonds, and what the complimentary financial review experience is like. 

In this episode Randy and Jake discuss the debt crisis in America, understanding the difference between 2% and 4% inflation, and the 12 common mistakes that even well-informed people make. 

In this episode Jake and Jeff discuss the 33 trillion dollar debt, stock market movements can be counter-intuitive, 6 common retirement planing myths, and hoe long retirement savings will last. 

in this episode Randy, Jake, and Jeff talk about current events, how Floyd Financial stress tests a portfolio, how a presidential election affects investments, and gold IRAs. 

In this episode Jake and Jeff discuss current events, the delayed recession, M2 money supply, asset classes, how to vet stocks, and the Floyd Financial 5-Step process. 

In this episode Randy and Jake discuss current events, the jobs report, value investing, dividend investing, and the top 10 retirement planning mistakes. 

In this episode Jake and Jeff discuss US banks charging off a lot of debt from bad loans, How that affects the state of the economy, 5 things to do if you're planning to retire in the next 5 years, and how to avoid tax bombs. 

In this episode Randy and Jake discuss ways to invest that do not involve the stock market, also inflation is ticking up again, and the ins and outs of target dated funds. 

In this episode Jake and Jeff discuss the ins and outs of CDs, explain annuities, and talk about the common question, "Am I gong to be OK in retirement, and the strength of the market. 

In this episode Randy and Jake talk about inflation, shrinkflation, the Fed rate hike pause and what it means to your retirement, and more workers deciding to retire early and take social security. 

In this episode Jake and Jeff discuss whether mutual funds are lying to you and whether you really need to buy stocks. 

In this episode Jake and Jeff discuss how to tackle inflation in retirement, what you need to know if you're planning to work part-time in retirement, and you can be the beneficiary of your own life insurance policy. 

In this episode Randy and Jake talk about the midway point of 2023 and reflection of the events so far, the most ever number of people turning 65 and heading into retirement, whether or not AI is the future of investing, and how to save and invest for a long retirement. 

In this episode Randy and Jake talk about the Fed pausing interest rate hikes, more workers retiring and taking social security, and 10 strategies to maximize your 401K balance. 

In this episode Randy and Jake discuss 7 stocks that make up 99.5% of the S&P 500, the truth and myths about working with a financial advisor, and the 5 steps that are taken with a new client. 

In this episode Randy and Jake discuss the latest market news, cryptocurrency, whether bonds have lost their place in your portfolio, and what it's going to take for the market to return to normal. 

In this episode Randy and Jake talk about market news, what financial security really means, the retirement red zone, and social security claiming strategies. 

In this episode Randy and Jake talk about inflation beginning to be affected by rate hikes, artificial intelligence, where we are with the market, and saving for retirement isn't enough, you need a wealth plan. 

In this episode Randy and Jake talk about current events - FDIC insurance, retail sales numbers, and American Resilience. They also discuss reducing your tax bill in retirement, and the difference between wealth preservation and income generation. 

In this episode Randy and Jake talk about the Fed's latest interest rate hike, social security questions and answers, and how much money you need in retirement. 

In this episode Randy and Jake discuss the failure of First Republic Bank, the forecast of recession, artificial intelligence, and common retirement myths. 

In this episode Randy and Jake discuss current events, compounding interest, and rolling over a 401K to an IRA. 

In this episode Randy and Jake discuss key areas to consider for a successful retirement. 

In this episode Randy talks about becoming a "Half Iron Man" at age 66, the situation in Taiwan, understanding your costs in retirement, and ways to pay for long-term care.