In tis episode John, Jeff, and Kohn discuss whether general rules like the 4% rule actually work. Also low risk - high return investments and answering listener questions. 

In this episode, John, Jeff, and Coach discuss steps to take now for financial success in 2025, a stock market forecast for 2025 with Trump as president, and 6 financial things to put on your to-do list for 2025. 

In this episode John, Jeff, and John discuss tips to help your finances last, how to rebalance from within your IRA, 10 essentials for retirement, and transitioning from work to retirement. 

In this episode Scott Mallernee, Coach Croze, and Jeff discuss 12 retirement questions to consider, Ways to generate passive income in retirement, answer listener questions, and money and emotions

In this episode, John, Jeff, and John discuss the differences between a plan and a complete plan. Also why the DIY retirement plan may not be the best, what an initial consultation looks like , and listener questions. 

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.