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Each week John Croze and John Goodhue of APO Financial give you the straight talk and honest answers you need to understand the complexities of retirement planning. John Croze uses his 30 years of tea... more
FAQs about The Retirement Playbook:How many episodes does The Retirement Playbook have?The podcast currently has 79 episodes available.
September 06, 2025Figuring Out When You Can RetireIn this episode Coach, John, and Jeff discuss Q3 and Q4 reviews, figuring out when you can retire, the non-financial side of retirement,, and they answer listener questions. ...more53minPlay
August 27, 2025What to Do If Your Annuity Isn't Doing What It ShouldIn this episode Coach and Jeff discuss what to do if you have annuity that's not doing too much, 10 things to plan on when you retire, the PRIME strategy, and they answer listener questions. ...more1hPlay
August 09, 2025What You Need To Know About Your 401K.In this episode Coach, John, and Jeff discuss what you need to know about your 401K, using an indexed universal life insurance policy to pay for long term care, how to plan for a 30 year retirement, and they answer listener questions. ...more57minPlay
August 07, 2025A Big Market Warning For RetireesIn this episode Coach, John, and Jeff discuss a big market warning for retirees, estate planning 101, how DIY and turn into OMG in retirement planning, and they answer listener questions. ...more55minPlay
July 30, 202510 Mistakes That DIY Investors MakeIn this episode , Coach, John, and Jeff discuss 10 mistakes that DIY investors make, 401K or IRA, which is best for you, they different types of unversal life insurance policies and what they do, along with answering listener questions. ...more54minPlay
July 24, 2025When Can I Retire?In this episode John, Jeff, and Coach Croze discuss what you need to know about building a stock portfolio, how APO answers the question, "when can I retire?" , relocating in retirement, and they answer listener questions. ...more57minPlay
July 16, 20255 Ways To Lower Your Risk In RetirementIn this episode Coach, John, and Jeff discuss 5 ways to lower your risk in retirement, what you need to know before a spouse passes, 3 biggest retirement planning gaps among DIYers, and they answer listener questions. ...more1hPlay
July 07, 2025When Should You Take Social Security?In this episode Coach Croze and Jeff Shade discuss when to take social security. budgeting using bumpers, listener questions, and what the initial meeting looks like....more1hPlay
July 02, 2025The APO Financial PRIME Investment and Retirement StrategyIn this episode Coach and Jeff discuss the PRIME strategy used at APO Financial, the landlord exit strategy, the basics of estate planning and they answer listener questions. ...more1hPlay
June 23, 2025When Seeking Safety Is Actually RiskyIn this episode Coach, John, and Jeff discuss current events, when seeking safety is risky, how to plan for guilt-free spending in retirement. ...more56minPlay
FAQs about The Retirement Playbook:How many episodes does The Retirement Playbook have?The podcast currently has 79 episodes available.