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The Retirement Playbook
The Retirement Playbook episodes
- Investing Strategies If You're Nearing Retirement
In this episode Coach Croze, John Goodhue, and Jeff Shade discuss tax-smart investing strategies if you're nearing retirement, life events that can trigger liquidity issues, listener questions, and the PRIME approach APO Financial uses.
56 min - Making Your Money Outlive You
In this episode coach Croze and Jeff discuss whether your money outlive you, the role of stocks in a retirement portfolio, phased retirement, and they answer listener questions.
56 min - How Life Insurance Can Fund Your Dreams Now
In this episode Jeff and Coach discuss how life insurance can fund your dreams now, key ages to mark along your retirement journey, understanding investment risks and how to mitigate them along with listener questions.
57 min - 10 Investing Mistakes To Avoid
In this episode, Coach and Jeff discuss 10 investing mistakes to avoid, your financial quarterback, and they answer listener questions.
58 min - September to November - The Most Unpredictable Time Of Year For The Market
In this episode, Jeff, John, and Coach discuss the market's most unpredictable stretch - September through November, how to use annuities to create a retirement paycheck, beyond stocks, where fixed income and commodities come in, and they answer listener questions.
55 min - Figuring Out When You Can Retire
In this episode Coach, John, and Jeff discuss Q3 and Q4 reviews, figuring out when you can retire, the non-financial side of retirement,, and they answer listener questions.
53 min - What to Do If Your Annuity Isn't Doing What It Should
In this episode Coach and Jeff discuss what to do if you have annuity that's not doing too much, 10 things to plan on when you retire, the PRIME strategy, and they answer listener questions.
1 hr - What You Need To Know About Your 401K.
In this episode Coach, John, and Jeff discuss what you need to know about your 401K, using an indexed universal life insurance policy to pay for long term care, how to plan for a 30 year retirement, and they answer listener questions.
57 min - A Big Market Warning For Retirees
In this episode Coach, John, and Jeff discuss a big market warning for retirees, estate planning 101, how DIY and turn into OMG in retirement planning, and they answer listener questions.
55 min - 10 Mistakes That DIY Investors Make
In this episode , Coach, John, and Jeff discuss 10 mistakes that DIY investors make, 401K or IRA, which is best for you, they different types of unversal life insurance policies and what they do, along with answering listener questions.
54 min
About The Retirement Playbook
From the publisher's feed
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…
teaching math and science, as well as football coaching experience, to help you learn about your retirement options. John Goodhue, Founder and CEO of APO Financial uses his many years of experience and law background to tell you what you need to know to have a satisfying retirement. There's a different set of topics every week, so get ready to learn!