The Retirement Playbook

In this episode Jeff and Coach Croze discuss what declaring you financial independence really means, financial freedom that every retiree should strive for, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss todays market and geopolitical news. Also long-term care costs, managing longevity risk, and they answer listener questions. 

On this episode Jeff and Coach Croze discuss whether you can retire this year, what would happen to my spouse if I passed away tomorrow, the retirement happiness formula, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss refining your income plan 5 years before retirement. Also why working longer isn't always an option, gifting money to adult children, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss the retirement squeeze, why it still feels tight. Also they discuss target date funds, the 5 retirement mistakes that people realize when it is too late, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss hot market, rising rates, and inflation pressure. Also,  retirement problems you can't fix alone, 65 is no longer the retirement age, and they answer listener questions. 

In this episode Coach Croze and Jeff discuss hot markets, rising rates, and inflation pressure and what it means for you. Also  retirement problems you can't fix alone, why 65 is no longer the ideal retirement age, and they answer listener questions. 

In this episode, Jeff and Coach Croze discuss how you know where you stand for retirement. Also 7 investment behaviors that hurt retirees the most, the common investments people in the UP have in their 401K, and Coach answers listener questions. 

In this episode Jeff and Coach Croze discuss 7 crucial retirement mistakes and how to avoid them, how to turn your 401K into a lifetime retirement paycheck, estate planning mistakes and how to avoid them, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss why retirement planning isn't as easy as it used to be, annuities, guaranteed income or confusing trap. Also set id forget it retirement plans are how you run out of money, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss hidden risks - playing it too safe in retirement. Also growing your money without blowing it up,  whether you really need an estate plan along with answering listener questions. 

In this episode Jeff and Coach Croze talk about the 6 step retirement checkup - are you actually on track. Also 6 high yield investment strategies without taking crazy risk, why your taxes can spike in retirement, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss the perfect storm brewing for retirees and how to navigate it. Also not running out of money in retirement, the biggest regrets that retirees have, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss reasons the 60/40 stock-b0nd  portfolio isn't relevant today. Also reasons to convert your 401K to an IRA. Plus they answer listener questions. 

In this episode Coach and Jeff discuss what today's economic headlines mean for your retirement, 5 smart strategies to create your retirement paycheck, spring cleaning your finances, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss turning savings into paychecks, why the solo years of retirement are the most critical, 7 tax free investments to consider for your portfolio, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss whether you should invest when the market is at an all-time high, retirement mistakes you'll regret forever, 5 Ronald Reagan quotes for retirees to live by. 

In this episode Jeff and Coach Croze discuss retirement planning for conservative investors, what to do with your 401k when you retire, leaving money to kids versus spending it, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss inflation-proofing your income, conservative investing, avoiding scams, and he answers listener questions. 

In this episode Jeff and Coach Croze discuss why the first 5 years of retirement matter more than the next 20, common retirement and investment misconceptions, and they answer listener questions. 

In this episode Coach Croze and Jeff discuss the 5 retirement decisions you need to get right before you retire, AI can't design your retirement plan, retirement goals and life beyond the numbers, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss whether you're on track for tax savings in 2026, the 60/40 stock/bond portfolio, is it dead or misunderstood? Also timing social security to maximize income, and they answer listener questions. 

In this episode Jeff, John Goodhue, and Coach Croze discuss retirement planning questions everyone should be considering, withdrawal strategies and financial mechanics in retirement, rebalancing your investments as you near or enter retirement. 

In this episode Jeff and Coach Croze discuss boosting your retirement income with low risk-high return investments, the 9 expenses you may underestimate in retirement, why face-to-face financial guidance is the the gold standard. and they answer listener questions. 

In this episode Coach Croze and Jeff discuss 5 retirement risks that didn't exist 20 years ago, how to prepare for potential inflation this Spring, and they answer listener questions.