The Retirement Playbook

In this episode John, John, and Jeff discuss:

1.     Five Things I Wish I’d Known Before I Retired

2.     Five Things An Annuity Salesperson Won’t Tell You

3.     Twelve Questions Retirees Often Get Wrong About Taxes in Retirement

4.      What Is A Reverse Mortgage, How Does It Work, And What Are The Pros And Cons?

In this episode john, John. and Jeff discuss rolling over a 401K into and IRA, annuities and pension alternatives, how the presidential race can affect the markets, and avoiding estate planning pitfalls for those people who are getting remarried. 

In this episode John, John, and Jeff talk about retirement income strategies, 5 common retirement fears and how to overcome them, and why the solo years after the death of a spouse are important to plan for. 

In this episode John and John talk about Peak 65 - huge numbers of boomers are turning 65 and what that means. Also 6 ways to diversify your portfolio, the best ways to earn passive income, and common post-retirement risks you should know. 

In this episode john and John discuss how to create a retirement income stream, 4 benefits you're missing if you're not working with a financial advisor, and the pros and cons of fixed annuities. 

In this episode John Goodhue and John Croze discuss the outlook for 2024, 10 long-term investment strategies, whether gold should be in your portfolio, and goals to work towards in 2024. 

In this episode John Croze and John Goodhue discuss making an annual financial plan checklist, how to pay for the soaring costs of elder care, eight mistakes that could upend your retirement, and what to expect when you come in for your complimentary consultation. 

In this episode John Croze and John Goodhue discuss the economic outlook for 2024, the various levels of risk involved with different investments, and why the last 5 years before retirement are critical. 

In this episode John Croze and John Goodhue discuss Tips to help your finances last, How to rebalance from within your IRA, 

Ten essentials for retirement, and Transitioning from work life to retirement life. 

In this episode John Croze and John Goodhue discuss Mutual Funds vs. ETFs – the differences and uses, Different types of Annuities,

 Wills vs. Trusts – Which Is Right For You, and How Social Security, Retirement Account Distributions, and Pensions Are Taxed.