Episodios

  • 8 Tips To Make Your Money Last Through Retirement
    Nov 30 2025

    In this episode Jeff and Coach Croze discuss The Roth IRA, 8 tips to make your money last through retirement, the landlord exit strategy, and they answer listener questions.

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    55 m
  • Why The First 5 Years Before and After Retirement Are So Important
    Nov 26 2025

    In this episode Jeff and Coach Croze discuss why the first 5 years and after retirement are so important, Medicare changes coming in 2026, retirement moves to make before 2026, and they answer listener questions.

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    56 m
  • The First 5 Years Of Retirement And Money Moves You Must Make
    Nov 17 2025

    In this episode Jeff and Coach Croze discuss the first 5 years of retirement and money moves you should make, creating a reliable paycheck in retirement, low risk investment strategies and they answer listener questions.

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    1 h
  • Reliable Income Planning For 2026
    Nov 12 2025

    In this episode Jeff and Coach Croze discuss reliable income planning for 2026, signs your retirement plan my not be right for you, Medicare options, and they answer listener questions.

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    58 m
  • How To Know Whether You're Prepared To Retire
    Nov 3 2025

    In this episode Coach and Jeff discuss how to know if you're prepared to retire, what you need to know about taking social security, budgeting using bumpers, and they answer listener questions.

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    57 m
  • 5 Retirement Traps You Can't Afford to Fall Into
    Nov 3 2025

    In this episode Coach and Jess discuss 5 retirement traps you can't afford to fall into, the rule of 240 paychecks, how to retire early in 6 steps and they answer listener questions.

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    54 m
  • Tax-Smart Investing Strategies If You're Nearing Retirement
    Oct 20 2025

    In this episode Jeff and Coach Croze discuss tax-smart investment strategies if you're nearing retirement, life events that can trigger liquidity issues, listener questions, and the PRIME approach used by APO Financial.

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    55 m
  • Investing Strategies If You're Nearing Retirement
    Oct 18 2025

    In this episode Coach Croze, John Goodhue, and Jeff Shade discuss tax-smart investing strategies if you're nearing retirement, life events that can trigger liquidity issues, listener questions, and the PRIME approach APO Financial uses.

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    55 m