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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 tea... more
FAQs about The Retirement Playbook:How many episodes does The Retirement Playbook have?The podcast currently has 79 episodes available.
October 22, 202414 Questions To Ask Yourself About When To RetireIn this episode John, Jeff, and Scott discuss why more rates cut hopes have dimmed, 14 questions to ask yourself about when you can retire, listener questions and preparing for retirement if you're doing it in 2025. ...more55minPlay
October 12, 2024Key Tax Provisions Expiring After 2025In this episode John, Jeff, and John discuss key tax provisions expiring after 2025. Also, 10 Things To Know Before Medicare Open Enrollment Starts Oct 15th, Listener Questions, and Re-Inventing Your Retirement Playbook...more53minPlay
October 05, 2024Five Things To Know About Social Security and Your TaxesIn this episode John, Jeff, and Jeff discuss current events, 5 things to know about social security and taxes, low risk investment strategies, and they answer listener questions. ...more55minPlay
September 28, 2024The Fed Cuts Rates - What's Next?In this episode John. John, and Jeff discuss what's next after recent rate cuts. Also five things retirees wish they'd know before retirement, working into retirement, and listener questions. ...more55minPlay
September 20, 2024Moves To Make Before The Fed Lowers Interest RatesIn this episode Coach, John, and Jeff discuss moves to make before the fed lowers interest rates, how long $25,000 will last in retirement, and answers listener questions. ...more55minPlay
September 11, 20245 Ways To Lower Your Risk In RetirementIn 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. ...more55minPlay
August 30, 2024Popular Strategies For Building A Bond PortfolioIn 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. ...more55minPlay
August 26, 2024How To Overcome Common Retirement FearsIn 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. ...more49minPlay
August 17, 2024Different Types Of Annuities And When To Use ThemIn this episode Scott Mallernee from The APO Florida office joins John and Jeff to discuss current economic news, annuities, and they answer listener questions. ...more55minPlay
August 10, 2024A Retirement Misstep That Could Cost You As Much As $130,000David 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 ...more55minPlay
FAQs about The Retirement Playbook:How many episodes does The Retirement Playbook have?The podcast currently has 79 episodes available.