In this episode Randy, Jake, and Jeff discuss where the opportunities are emerging for investors for retirement. Also paying for the nursing home without losing all your assets, stewardship, faith and legacy beyond just money, and the 6-step retirement checklist - are you  ready. 

In this episode Jake and Jeff discuss the retirement squeeze - inflation, war, and market risks colliding. Also the challenges of being a "Midwestern Millionaire," ways to generate income in retirement, and 5 things people wish they knew before retiring. 

In this episode Randy, Jake, and Jeff discuss what today's headlines mean for your retirement plan, why so many Americans think they can't retire, are annuities safe, and Dolly Parton quotes for retirees to live by. 

In this episode, Randy, Jake, and Jeff discuss what today's economic headlines mean for your retirement, spring cleaning your finances, smart  strategies to create a retirement paycheck, and an estate planning checklist. 

I this episode Randy, Jake, and Jeff discuss what todays economic headlines mean for your retirement, spring cleaning your finances, 5 smart strategies to create your retirement paycheck, an estate planning checklist. 

In this episode Jake and Jeff discuss global conflict, rising rates and retirement risks. Also sequence risk, the 5 phases of retirement planning, and how the IRS taxes retirement income. 

In this episode, Randy, Jake and Jeff discuss volatility, rates, and retirement. Also, whether you should invest when the market is at an all-time high, retirement mistakes you regret forever, and 5 Ronald Reagan  quotes for retirees to live by. 

In this episode Jake and Jeff discuss retirement planning for conservative investors, what to do with 401K money once you retire, Christian stewardship of money, and whether you should leave money to kids.  

In this episode, Randy, Jake, and Jeff discuss how the retirement playbook may be changing in 2026, common retirement misconceptions, common investing for retirement misconceptions, and what the Floyd Financial Group initial meeting really looks like. 

In this episode Jake and Jeff discuss market and economic headlines, mistakes that DIY investors don't realize they're making, are you on track for tax savings in 2026, and the 60/40 stock bond split - dead or misunderstood.