The Retirement Playbook

In this episode John, Jeff, and John discuss the Trump 2.0 administration and how it will affect the markets and our future. Also how to invest and spend in retirement, listener questions, and how a financial advisor can help you sleep better at night. 

In this episode John, Jeff, and John discuss 8 bug retirement mistakes to overcome. Also, the most overlooked tax breaks for seniors, 9 things every retiree should do, and they answer listener questions. 

In this episode John, Jeff, and John discuss income planning and investments, insurance and tax planning, estate planning and listener questions. 

In this episode John, Jeff, and John discuss how to create a retirement plan that checks all the boxes, 3 types of universal life insurance and how they're used, listener questions and smart ways to give money to children and grandchildren. 

In this episode John, Jeff, and Scott discuss why more rates cut hopes have dimmed, 14 questions to ask yourself about when you can retire, listener questions and preparing for retirement if you're doing it in 2025. 

In this episode John, Jeff, and John discuss key tax provisions expiring after 2025.  Also, 10 Things To Know Before Medicare Open Enrollment Starts Oct 15th,  Listener Questions, and Re-Inventing Your Retirement Playbook

In this episode John, Jeff, and Jeff discuss current events, 5 things to know about social security and taxes, low risk investment strategies, and they answer listener questions. 

In this episode John. John, and Jeff discuss what's next after recent rate cuts. Also five things retirees wish they'd know before retirement, working into retirement, and listener questions. 

In this episode Coach, John, and Jeff discuss moves to make before the fed lowers interest rates, how long $25,000 will  last in retirement, and answers listener questions. 

In this episode John and Jeff are joined by David Piatt of APO Financial to discuss 5 ways to lower your rick in retirement. Also what you need to know before a spouse passes, listener questions , and the 3 biggest retirement gaps among DIYers. 

In this episode Coach Croze and Jeff are joined by Scott Mallernee of APO Financial to discuss current market events, strategies for building a bond portfolio. They also answer listener questions and discuss the problem with financial advisors today. 

In this episode coach Croze and Jeff welcome Caitlin from the Denver office to discuss market conditions, overcoming common retirement fears. They answer listener questions, and discuss 7 tax-free investment for your portfolio. 

In this episode Scott Mallernee from The APO Florida office joins John and Jeff to discuss current economic news, annuities, and they answer listener questions. 

David Piatt joins us from the APO Denver office. David, John, and Jeff discuss: 1.    The current state of the market and economy   2.    A Retirement Misstep that could cost you as much as $130,000   3.    Listener Questions   4.    7 Big Retirement Mistakes to Avoid  

In this episode John, Jeff, and John discuss current events, possible rate cuts, and what to do ahead of these rate cuts. 

In this episode John, John, and Jeff discuss inflation, 16 mistakes to avoid when your getting into retirement, and they answer listener questions. 

APO Advisor David Piatt joins John and Jeff to discuss current economic conditions, moves to make for retirement planning if you're worried about the economy, FAQs about Medicare, and David answers listener questions. 

In this episode John, Jeff, and John discuss 3 key elements of a retirement plan, investing in commodities, key ages along your retirement journey, and important estate planning documents. 

In this episode Jeff, John, and John discuss 12 things you must know to maximize your social security benefits. Also why 675 is no longer the ideal retirement age, and 10 things you should know about estate planning. 

In this episode John, John, and Jeff discuss small decisions that can have a big impact on your retirement portfolio. Also, social security claiming myths debunked, lump sum or a monthly pension, and is it too late to join this bull market?

In this episode John, Jeff, and John discuss the election and how it can affect your retirement, factors to consider in checking the health of your retirement plan, and an exit strategy for active landlords. 

In this episode John, Jeff, and John discuss asset strategies to diversify your portfolio, will the stock market rash in 2024, pros and cons of a self-directed IRA, and risk in retirement. 

In this episode John and Jeff discuss 5 reasons to take social security early and 4 reasons not. Also 6 financial actions to take the year before retirement, 7 misconceptions about annuities, and 8 habits of highly successful retirees. 

In this episode Joh, Joh, and Jeff discuss factors affecting how much retirement savings you\ll need. Also how to invest for retirement, and 10 frightening retirement statistics that should scare you. 

In this episode John, John, and Jeff discuss current events, the possibility of a recession, and 10 retirement obstacles you must overcome.