In this episode Randy, Jake, and Jeff discuss current event headlines, 5 ways to lower your risk in retirement, gifting while you're still alive, and  why it's hard to have a successful retirement without a plan of record. 

In this episode Jake and Jeff discuss current events, 7 signs your retirement plan may not be right for you, capital gains taxes and how they affect your retirement income, and Warren Buffet quotes  explained. 

In this episode Randy and Jeff discuss current events, what to watch for before you do your IRA to Roth conversion, alternative investments, and 
life changes - so should your estate plan. 

In this episode Jake and Jeff discuss current economic events, 5 retirement traps you can't afford to fall into, 240 paychecks in retirement, and how to retire early. 

In this episode randy, Jake, and Jeff discuss current events, tax-smart investment strategies for those nearing retirement, life events that can trigger liquidity issues, and financial moves to make before year's end. 

In this episode, Randy, Jake, and Jeff discuss current events, where to put money now that the Fed ha cut rates, whether your money can outlive you, and phasing into retirement. 

In this episode, Randy, Jake, and Jeff discuss Charlie Kirk, his legacy and what direction the country may be turning to now. Also how to prepare for falling interest rates. 

In this episode Randy, Jake, and Jeff discuss current events, 10 investing mistakes to avoid , rebalancing ahead of during retirement, and the die with zero rule in retirement. 

In this episode Jake and Jeff discuss current events, 5 step to take now if you're retiring in 5 years, tactical Roth conversions - why2025 to 2028 is a critical window, and how to use annuities for retirement paychecks. 

In this episode Randy, Jake, and Jeff discuss current events, 6 popular investments for retirees - when do they make sense and when to stay away. Also 5 blind spots that could derail your retirement, and the reality of retirement.