The Retirement Playbook

In this episode Coach, John, an Jeff discuss Trump's Big Beautiful Bill, the biggest retirement mistakes that people make, and they answer listener questions. 

In this episode Coach, John, and Jeff discuss the market, economy, 5 key things retirees should be asking about as they approach retirement, the relationship between retirement and a health diagnosis, and they answer listener questions. 

In this episode Coach Croze, John, and Jeff discuss financial rules of thumb taken out of context, the best places to put your money if interest rates fall, 5 financial blind spots to watch out for as you approach retirement, and they answer listener questions. 

In this episode John and Jeff discuss the importance of planning - income panning, healthcare planning, tax planning, and John answers listener questions. 

In this episode John, Jeff, and Coach discuss 5 investing impacts of the US trade war, annuity liquidity and fees, the difference  between estate planning and legacy planning, and they answer listener questions

In this episode Coach, John, and Jeff discuss how to handle 401K losses if you're close to retirement, comparing an independent financial advisor to a big box advisor, and they answer listener questions. 

in this episode Coach Croze and discuss whether you should buy the dip or stay the course, two-thirds of people are worried they'll outlive their assets, and they answer listener questions. 

In this episode Coach Croze, Jeff, and John discuss signs your annuity may not be right for you, mistakes people make with their 401Ks, how the loss of a spouse can affect your retirement, and they answer listener questions. 

In this episode Coach Croze and Jeff discuss what you need to know about Medicare choices, tips for real estate investors, what the APO Prime review is all about, and Coach answers listener questions. 

In this episode John and Jeff discuss Medicare choices, what to know if you're a real estate investor, what to expect in the APO Prime review, and they answer listener questions. 

In this episode Coach, John, and Jeff discuss 1`0 signs your plan is not right for you, the difference between cash flow and income, the basics of estate planning, and they answer listener questions. 

In this episode Coach, Joh, and Jeff discuss reasons why your taxes may be higher in retirement, ROTHs and the basics of retirement planning, the APO Prime strategy, and they answer listener questions. 

in this episode Jeff and Coach Croze discuss social security benefits, why taxes in retirement may be more, listener questions, and reasons to convert to an IRA. 

In this episode John, Coach Croze, and Jeff discuss 10 ways to create a paycheck in retirement, reasons the 60/40 stock bond portfolio is not relevant today, secrets to a happy and fulfilling retirement, and they answer listener questions. 

In this episode Coach Croze, John Goodhue and Jeff Shade discuss 7 retirement myths, 7 smart investing strategies for retirees, 6 reasons to convert your 4-1K to an IRA, and they answer listener questions. 

In this episode Scott, John, and Jeff discuss beginning and end of year financial planning, cash flow versus income, the Prime Review, and they answer listener questions. 

In this episode John and Scott discuss ways to invest if you don't like the stock market, the death of a spouse in retirement, 4 major benefits you're missing if you're not working with an advisor and they answer listener questions. 

In this episode the guys discuss how President Trump could affect your retirement, investment options you can't get on your own, estate t axes - the silent wealth assassin, and they answer listener questions. 

In this episode Scott Mallernee from our Palm Beach Gardens office is in for John Goodhue. Scott, John, and Jeff discuss 5 new blind spots you may miss in your retirement plan. Also everything you need to know about annuities, listener questions, and exchange traded funds. 

In tis episode John, Jeff, and Kohn discuss whether general rules like the 4% rule actually work. Also low risk - high return investments and answering listener questions. 

In this episode, John, Jeff, and Coach discuss steps to take now for financial success in 2025, a stock market forecast for 2025 with Trump as president, and 6 financial things to put on your to-do list for 2025. 

In this episode John, Jeff, and John discuss tips to help your finances last, how to rebalance from within your IRA, 10 essentials for retirement, and transitioning from work to retirement. 

In this episode Scott Mallernee, Coach Croze, and Jeff discuss 12 retirement questions to consider, Ways to generate passive income in retirement, answer listener questions, and money and emotions

In this episode, John, Jeff, and John discuss the differences between a plan and a complete plan. Also why the DIY retirement plan may not be the best, what an initial consultation looks like , and listener questions. 

In this episode, John, Jeff, and John discuss what the Trump win means for banks. Also, better deals on annuities, listener questions, and what to do in the final weeks of 2024.