Episodios

  • When Seeking Safety Is Actually Risky
    Jun 23 2025

    In this episode Coach, John, and Jeff discuss current events, when seeking safety is risky, how to plan for guilt-free spending in retirement.

    Más Menos
    55 m
  • Different Withdrawal Strategies To Consider In Retirement
    Jun 18 2025

    In this episode John, Coach Croze, and Jeff discuss withdrawal strategies to consider in retirement, what to expect during the first 5 years in retirement, and they answer listener questions.

    Más Menos
    1 h
  • How Trump's Big Beautiful Bill Could Affect Your Retirement
    Jun 10 2025

    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.

    Más Menos
    1 h
  • 5 Key Things Retirees Should be Asking About As They Approach Retirement.
    Jun 3 2025

    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.

    Más Menos
    57 m
  • Financial Rules Of Thumb That Are Not Always Right
    May 28 2025

    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.

    Más Menos
    56 m
  • The Importance Of Having A Plan For Income, Healthcare, and Taxes.
    May 19 2025

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

    Más Menos
    1 h
  • 5 Investment Impacts Of The US Trade War
    May 11 2025

    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

    Más Menos
    52 m
  • How To Handle 401K Losses If You're Close To Retirement
    Apr 26 2025

    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.

    Más Menos
    55 m