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.

In 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. 

In this episode Coach, John, and Jeff discuss current events, when seeking safety is risky, how to plan for guilt-free spending in retirement. 

In this episode John, Coach Croze, and Jeff discuss withdrawal strategies to consider in retirement, what to expect during the first 5 years in retirement, and they answer listener questions. 

In this episode Coach, John, an Jeff discuss Trump's Big Beautiful Bill, the biggest retirement mistakes that people make, and they answer listener questions. 

In this episode Coach, John, and Jeff discuss the market, economy, 5 key things retirees should be asking about as they approach retirement, the relationship between retirement and a health diagnosis, and they answer listener questions. 

In this episode Coach Croze, John, and Jeff discuss financial rules of thumb taken out of context, the best places to put your money if interest rates fall, 5 financial blind spots to watch out for as you approach retirement, and they answer listener questions. 

In this episode John and Jeff discuss the importance of planning - income panning, healthcare planning, tax planning, and John answers
listener questions. 

In this episode John, Jeff, and Coach discuss 5 investing impacts of the US trade war, annuity liquidity and fees, the difference  between estate planning and legacy planning, and they answer listener questions

In this episode Coach, John, and Jeff discuss how to handle 401K losses if you're close to retirement, comparing an independent financial advisor to a big box advisor, and they answer listener questions.