The Retirement Playbook

In this episode, John, Jeff, and John discuss what the Trump win means for banks. Also, better deals on annuities, listener questions, and what to do in the final weeks of 2024. 

In this episode John, Jeff, and John discuss the Trump 2.0 administration and how it will affect the markets and our future. Also how to invest and spend in retirement, listener questions, and how a financial advisor can help you sleep better at night. 

In this episode John, Jeff, and John discuss 8 bug retirement mistakes to overcome. Also, the most overlooked tax breaks for seniors, 9 things every retiree should do, and they answer listener questions. 

In this episode John, Jeff, and John discuss income planning and investments, insurance and tax planning, estate planning and listener questions. 

In this episode John, Jeff, and John discuss how to create a retirement plan that checks all the boxes, 3 types of universal life insurance and how they're used, listener questions and smart ways to give money to children and grandchildren. 

In this episode John, Jeff, and Scott discuss why more rates cut hopes have dimmed, 14 questions to ask yourself about when you can retire, listener questions and preparing for retirement if you're doing it in 2025. 

In this episode John, Jeff, and John discuss key tax provisions expiring after 2025.  Also, 10 Things To Know Before Medicare Open Enrollment Starts Oct 15th,  Listener Questions, and Re-Inventing Your Retirement Playbook

In this episode John, Jeff, and Jeff discuss current events, 5 things to know about social security and taxes, low risk investment strategies, and they answer listener questions. 

In this episode John. John, and Jeff discuss what's next after recent rate cuts. Also five things retirees wish they'd know before retirement, working into retirement, and listener questions. 

In this episode Coach, John, and Jeff discuss moves to make before the fed lowers interest rates, how long $25,000 will  last in retirement, and answers listener questions.