Episodes

  • Unrealized Gains - Could They Be Taxed?
    Sep 21 2024

    In this episode Jake and Jeff discuss current events, exchange traded funds, unrealized capital gains, and 12% portfolio returns.

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    52 mins
  • How Long Will $250,000 Last In Retirement?
    Sep 14 2024

    In this episode Randy, Jake, and Jeff discuss the market, the election, and the economy. They also talk about how long $250,000 will last in retirement, why interest rates are so important, and the number 1 thing you need in retirement.

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    52 mins
  • Can The President Really Fix Inflation?
    Aug 31 2024

    In this episode Randy and Jeff discuss the Presidential election, current events, whether the President can fix inflation, secure Act 2.0 2025, and how to build a retirement income plan.

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    54 mins
  • Market Panic and Recovery
    Aug 24 2024

    In this episode Jake and Jeff discuss current events, the market panic and recovery from 3 weeks ago, social security and the COLA increase, and bond strategies.

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    54 mins
  • Elon Musk Interviews Donald Trump
    Aug 24 2024

    In this episode Jake and Jeff discuss the interview Elon Musk did with Donald Trump, Treasury bonds, Corporate Bonds, and Municipal bonds, along with common retirement fears.

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    54 mins
  • Sell-Off On Wall Street - What Happened And What It Says About The Economy
    Aug 10 2024

    In this episode Jake and Jeff discuss what happened this week on Wall Street and whether we should be concerned.

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    51 mins
  • How A Kamala Harris Presidency Would Effect Taxes
    Aug 3 2024

    In this episode Randy, Jake, and Jeff discuss the Olympics, Google, bank rates. Kamala Harris presidency. tax breaks that are sunsetting in 2025, estate planning, and what the 5-step retirement process at Floyd Financial Group.

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    54 mins
  • 7 Big Retirement Risks To Avoid
    Jul 27 2024

    In this episode Jake and Jeff discuss the developments in the Presidential race, rolling over your 401K, and 7 big retirement risks to avoid.

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    52 mins