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The Retirement Playbook
The Retirement Playbook episodes
- 5 Ways To Lower Your Risk In Retirement
In this episode John and Jeff are joined by David Piatt of APO Financial to discuss 5 ways to lower your rick in retirement. Also what you need to know before a spouse passes, listener questions , and the 3 biggest retirement gaps among DIYers.
55 min - Popular Strategies For Building A Bond Portfolio
In this episode Coach Croze and Jeff are joined by Scott Mallernee of APO Financial to discuss current market events, strategies for building a bond portfolio. They also answer listener questions and discuss the problem with financial advisors today.
55 min - How To Overcome Common Retirement Fears
In this episode coach Croze and Jeff welcome Caitlin from the Denver office to discuss market conditions, overcoming common retirement fears. They answer listener questions, and discuss 7 tax-free investment for your portfolio.
49 min - Different Types Of Annuities And When To Use Them
In this episode Scott Mallernee from The APO Florida office joins John and Jeff to discuss current economic news, annuities, and they answer listener questions.
55 min - A Retirement Misstep That Could Cost You As Much As $130,000
David Piatt joins us from the APO Denver office. David, John, and Jeff discuss:
1. The current state of the market and economy
2. A Retirement Misstep that could cost you as much as $130,000
3. Listener Questions
4. 7 Big Retirement Mistakes to Avoid
55 min - What To Do Ahead Of The Feds First Rate Cut In Years
In this episode John, Jeff, and John discuss current events, possible rate cuts, and what to do ahead of these rate cuts.
55 min - 16 Mistakes To Avoid When You Get Into Retirement
In this episode John, John, and Jeff discuss inflation, 16 mistakes to avoid when your getting into retirement, and they answer listener questions.
55 min - Moves To Make For Retirement Planning If You're Worried About The Economy.
APO Advisor David Piatt joins John and Jeff to discuss current economic conditions, moves to make for retirement planning if you're worried about the economy, FAQs about Medicare, and David answers listener questions.
55 min - Key Elements Of A Solid Retirement Plan
In this episode John, Jeff, and John discuss 3 key elements of a retirement plan, investing in commodities, key ages along your retirement journey, and important estate planning documents.
52 min - 12 Things You Must Know To Maximize Your Social Security Benefits
In this episode Jeff, John, and John discuss 12 things you must know to maximize your social security benefits. Also why 675 is no longer the ideal retirement age, and 10 things you should know about estate planning.
52 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!