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In this episode Jake and Jeff discuss the election and whether your retirement plan should vote too. Also, the retirement paycheck, where does the money come from, the retirement you didn't see coming, and what keeps you up at night about retirement.
In this episode Jake and Jeff discuss headline that may affect your retirement, 5 retirement traps you can't afford to fall into, and retiring with what you have - making social security and a pension work for you.
In this episode Jake, Jeff, and Randy discuss the most frequent listener questions they get.
In this episode Jake and Jeff discuss todays retirement headlines and what they mean for your plan. Also 3 dates that can decide your RMD bill, target date funds, are they right for your retirement, and lessons from Dolly Parton - keep your legacy from becoming a family feud.
In this episode Jeff and Jake discuss the October watch list - 5 things to look for this month. Also, the right investment, but the wrong account, immediate annuities vs deferred annuities vs. fixed index annuities - which is right for you, and is full retirement becoming a luxury?
In this episode Jake and Jeff discuss -The Consumer Is Still Spending — So Why Did the Fed Raise Rates?
5 Financial Traps You Don't Realize You're in
Just Because the IRS Lets You Delay Your First RMD, Should You?
Do You Really Need to Pay Off the Mortgage Before You Retire?”
In this episode Jake and Jeff discuss artificial intelligence and the latest warning. Also where your retirement paycheck actually come from, the 10-year retirement countdown, and 5 retirement decisions you don't get an easy do-over on.
In this episode Jeff and Jake discuss the economy just threw the Fed a curve ball, how much retirement you actually need, the return of 4% to 5% conservative money, and what to expect in the Floyd Financial Group initial revue.
In this episode Jeff and Jake discuss the economic update - what retirees need to now. Also an annuity checkup, what retirees say they wish they knew at 45, and the 401K rollover decision.
In this episode Jeff and Jake discuss the annuity boom- why retirees are choosing protection over risk. Also, how lond would $250,000 last in retirement, 6 financial moves to make before year end, and the 5 "Fs" of a happy retirement.
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