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In this episode Coach and Jeff discuss what today's economic headlines mean for your retirement, 5 smart strategies to create your retirement paycheck, spring cleaning your finances, and they answer listener questions.
In this episode Jeff and Coach Croze discuss turning savings into paychecks, why the solo years of retirement are the most critical, 7 tax free investments to consider for your portfolio, and they answer listener questions.
In this episode Jeff and Coach Croze discuss whether you should invest when the market is at an all-time high, retirement mistakes you'll regret forever, 5 Ronald Reagan quotes for retirees to live by.
In this episode Jeff and Coach Croze discuss retirement planning for conservative investors, what to do with your 401k when you retire, leaving money to kids versus spending it, and they answer listener questions.
In this episode Jeff and Coach Croze discuss inflation-proofing your income, conservative investing, avoiding scams, and he answers listener questions.
In this episode Jeff and Coach Croze discuss why the first 5 years of retirement matter more than the next 20, common retirement and investment misconceptions, and they answer listener questions.
In this episode Coach Croze and Jeff discuss the 5 retirement decisions you need to get right before you retire, AI can't design your retirement plan, retirement goals and life beyond the numbers, and they answer listener questions.
In this episode Jeff and Coach Croze discuss whether you're on track for tax savings in 2026, the 60/40 stock/bond portfolio, is it dead or misunderstood? Also timing social security to maximize income, and they answer listener questions.
In this episode Jeff, John Goodhue, and Coach Croze discuss retirement planning questions everyone should be considering, withdrawal strategies and financial mechanics in retirement, rebalancing your investments as you near or enter retirement.
In this episode Jeff and Coach Croze discuss boosting your retirement income with low risk-high return investments, the 9 expenses you may underestimate in retirement, why face-to-face financial guidance is the the gold standard. and they answer listener questions.
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