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In this episode John, Jeff, and Coach discuss 5 investing impacts of the US trade war, annuity liquidity and fees, the difference between estate planning and legacy planning, and they answer listener questions
In this episode Coach, John, and Jeff discuss how to handle 401K losses if you're close to retirement, comparing an independent financial advisor to a big box advisor, and they answer listener questions.
in this episode Coach Croze and discuss whether you should buy the dip or stay the course, two-thirds of people are worried they'll outlive their assets, and they answer listener questions.
In this episode Coach Croze, Jeff, and John discuss signs your annuity may not be right for you, mistakes people make with their 401Ks, how the loss of a spouse can affect your retirement, and they answer listener questions.
In this episode John and Jeff discuss Medicare choices, what to know if you're a real estate investor, what to expect in the APO Prime review, and they answer listener questions.
In this episode Coach Croze and Jeff discuss what you need to know about Medicare choices, tips for real estate investors, what the APO Prime review is all about, and Coach answers listener questions.
In this episode Coach, John, and Jeff discuss 1`0 signs your plan is not right for you, the difference between cash flow and income, the basics of estate planning, and they answer listener questions.
In this episode Coach, Joh, and Jeff discuss reasons why your taxes may be higher in retirement, ROTHs and the basics of retirement planning, the APO Prime strategy, and they answer listener questions.
in this episode Jeff and Coach Croze discuss social security benefits, why taxes in retirement may be more, listener questions, and reasons to convert to an IRA.
In this episode John, Coach Croze, and Jeff discuss 10 ways to create a paycheck in retirement, reasons the 60/40 stock bond portfolio is not relevant today, secrets to a happy and fulfilling retirement, and they answer listener questions.
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