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The Retirement Playbook
The Retirement Playbook episodes
- Types Of Retirement Income The IRS Doesn't Tax
In this episode Jeff and Coach Croze discuss types of retirement income the IRS doesn't tax, the perfect retirement portfolio, women and retirement, and they answer listener questions.
58 min - 5 Things You Need To Get Right For A Successful Retirement
In this episode Jeff and Coach Croze discuss 5 things you need to get right for a successful retirement, target date funds, lessons from Dolly Parton - kepp your legacy from becoming a family feud.
1 hr - The October Watch List - Things To Look Out For This Month
In this episode Jeff and Coach Croze discuss the October watch list - tings to look out for this month. Also, Medicare open enrollment, immediate annuities vs deferred annuities vs fixed index annuities - which is right for you.
1 hr - Five Financial Traps You Don't Realize You're In
In this episode Jeff and Coach Croze discuss 5 financial traps you don't realize you're in, just because the IRS let's you delay your first RMD, should you? Also do you really need to pay off the mortgage before retirement, and they answer listener questions.
56 min - The Danger Of Trying To Live On Social Security Alone
In this episode Jeff and Coach Croze discuss:
The Danger Of Trying To Live On Social Security Alone
The Widow’s Tax – Why Losing A Spouse an create a Tax Problem You Never ExpectedListener Questions
Canada – US – Cross Border Retirement Planning
1 hr - How Much Retirement Do You Actually Need?
In this episode Jeff and Coach Croze discuss how much retirement you actually need, 7 problems solved your retirement plan needs to survive, conservative money is paying again, and they answer listener questions.
1 hr - The 5 Pillars Of A Successful Retirement
In this episode Jeff and Coach Croze discuss the 5 pillars of a successful retirement, the IRA cash trap - is your money really invested. Also questions to help you determine if you're really ready to retire, and they answer listener questions.
1 hr - Reinventing Your Retirement Playbook
In this episode Jeff and Coach Croze discuss reinventing your retirement playbook, the 5 "Fs" of a great retirement, and they answer listener questions.
1 hr - How Long Will $250,000 Last In Retirement?
In this episode Jeff and Coach Croze discuss how long $250,000 will last in retirement, what if retirement comes earlier than expected, should you leave your kids an inheritance or should you spend it yourself, and Coach answers listener questions.
1 hr - DIY Retirement Planning - Is Is Costing You Money?
In this episode Jeff and Coach Croze discuss DIY retirement planning - is saving the advisor fee costing you money. Also, is it time to take risk off the table, the Camp, an asset or a big money pit, and they answer listener questions.
59 min
About The Retirement Playbook
From the publisher's feed
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…
teaching math and science, as well as football coaching experience, to help you learn about your retirement options. John Goodhue, Founder and CEO of APO Financial uses his many years of experience and law background to tell you what you need to know to have a satisfying retirement. There's a different set of topics every week, so get ready to learn!