In this episode Jake and Jeff discuss when the Fed will  lower interest rates, how much money do you need to retire, debunking 6 social security myths, and retirement plan strategies. 

In this episode Randy discusses what's happening in the country and how it impacts the economy. He also discusses whether or not you need a trust and the reasons why. 

In this episode Jake and Jeff talk about the Republican Presidential race and some people beginning to pick sides. Also, they explore a potential Trump presidency, senior citizen financial fraud, and catch 22 retirement situations. 

In this episode Randy and Jake discuss current events, interest rates, US debt, some hard truths about retirement, misconceptions about annuities, and how to develop a sustainable portfolio. 

In this episode Randy and Jake discuss the Kansa City Chiefs, Taylor Swift, interest rate hikes and cuts, 5 2023 financial events and the lessons we learned from them, and tax deadlines you need to know. 

In this episode Randy and Jake discuss resolutions and planning for what's to come in 2024. Also, tax planning for 2024 and beyond, and 8 mistakes that could upend your retirement. 

I this episode Jake discusses Christmas, the market forecast, how you know when you can retire, and 5 steps toward a safe, secure, and fun retirement. 

In this episode Randy and Jake discuss current economic events, the resurgence of bonds, the retirement outlook for 2024, and 5 simple tax tips for the end of the year. 

In this episode Jake discusses current events, what happens to your 401K when you leave a job, how to calculate your social security break-even age, and what the initial discovery meeting is like at Floyd Financial Group. 

In this episode Jake discusses current events including a drop in inflation, stock market valuation, and the 4% rule - does it still apply?