Episodios

  • 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
  • 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
  • Making Your Money Outlive You
    Oct 14 2025

    In this episode coach Croze and Jeff discuss whether your money outlive you, the role of stocks in a retirement portfolio, phased retirement, and they answer listener questions.

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    56 m
  • How Life Insurance Can Fund Your Dreams Now
    Sep 29 2025

    In this episode Jeff and Coach discuss how life insurance can fund your dreams now, key ages to mark along your retirement journey, understanding investment risks and how to mitigate them along with listener questions.

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    56 m
  • 10 Investing Mistakes To Avoid
    Sep 23 2025

    In this episode, Coach and Jeff discuss 10 investing mistakes to avoid, your financial quarterback, and they answer listener questions.

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    58 m
  • September to November - The Most Unpredictable Time Of Year For The Market
    Sep 23 2025

    In this episode, Jeff, John, and Coach discuss the market's most unpredictable stretch - September through November, how to use annuities to create a retirement paycheck, beyond stocks, where fixed income and commodities come in, and they answer listener questions.

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    55 m
  • Figuring Out When You Can Retire
    Sep 6 2025

    In this episode Coach, John, and Jeff discuss Q3 and Q4 reviews, figuring out when you can retire, the non-financial side of retirement,, and they answer listener questions.

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    53 m