In this episode Jeff and Coach Croze discuss whether you're on track for tax savings in 2026, the 60/40 stock/bond portfolio, is it dead or misunderstood? Also timing social security to maximize income, and they answer listener questions.

In this episode Jeff, John Goodhue, and Coach Croze discuss retirement planning questions everyone should be considering, withdrawal strategies and financial mechanics in retirement, rebalancing your investments as you near or enter retirement.

In this episode Jeff and Coach Croze discuss boosting your retirement income with low risk-high return investments, the 9 expenses you may underestimate in retirement, why face-to-face financial guidance is the the gold standard. and they answer listener questions.

In this episode Coach Croze and Jeff discuss 5 retirement risks that didn't exist 20 years ago, how to prepare for potential inflation this Spring, and they answer listener questions.

In this episode Coach Croze and Jeff discuss 2025 in review, a retirement reality check, looking ahead to 2026 and they answer listener questions.

In this episode Jeff and Coach Croze discuss the top 5 retirement concerns being discussed online right now, why many retirees are re-thinking DIY planning, last minute money moves to make before 2026, and they answer listener questions.

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.

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.