In this episode John and Scott discuss ways to invest if you don't like the stock market, the death of a spouse in retirement, 4 major benefits you're missing if you're not working with an advisor and they answer listener questions. 

In this episode the guys discuss how President Trump could affect your retirement, investment options you can't get on your own, estate t axes - the silent wealth assassin, and they answer listener questions. 

In this episode Scott Mallernee from our Palm Beach Gardens office is in for John Goodhue. Scott, John, and Jeff discuss 5 new blind spots you may miss in your retirement plan. Also everything you need to know about annuities, listener questions, and exchange traded funds. 

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.