Show Me The Money

In this episode Jake and Jeff discuss current events, 5 step to take now if you're retiring in 5 years, tactical Roth conversions - why2025 to 2028 is a critical window, and how to use annuities for …

In this episode Randy, Jake, and Jeff discuss current events, 6 popular investments for retirees - when do they make sense and when to stay away. Also 5 blind spots that could derail your retirement,…

In this episode Randy, Jake, and Jeff discuss the top 10 questions we get at Floyd Financial Group. 

In this episode Randy and Jeff discuss current events, the 5 pillars of a truly aligned financial plan, social security turning 90 years old, and things to consider of you're planning on an early ret…

In this episode Jake and Jeff discuss current economic events, the state of the economy and what's in store for the remainder of the year, and how to handles risk in retirement. 

In this episode Randy, Jake, and Jeff discuss current events, strategies to make your retirement savings last 30+ years, cutting the blue wire before the tax bomb explodes, and the Floyd Financial Gr…

In this episode, Randy, Jake, and Jeff discuss current events, ways to structure income in retirement, what to do ig you lose your job just before you retire, and the difference between to national a…

In this episode Jake and Jeff discuss current events and the One Big Beautiful Bill. 

In this episode Randy, Jake, and Jeff discuss current events, financial independence in retirement, creating a successful second half in life, and what the Floyd Financial 5-step retirement process.

In this episode Jake and Jeff discuss current events, retirement income planning, the 30 year retirement reality, and estate planning for the great wealth transfer. 

In this episode Randy, Jake, and Jeff discuss current events, what to expect during the first 5 years of retirement, the importance of 401Ks and IRAs, and 5 key pieces to solving the retirement puzzl…

In this episode Randy,, Jake, and Jeff discuss the top 10 questions they get. 

In this episode Randy, Jake, and Jeff discuss current events, 6 cash-flow mistakes that baby-boomers are making with their retirement savings, why AI alone does not work for financial planning, and 6…

In this episode Jake and Jeff discuss current economic events, 7 ways to reduce taxes on social security benefits, 6 ways to make your portfolio more income-focused in retirement, and the Floyd Finan…

In this episode Randy, Jake, and Jeff discuss current events, the relationship between retirement and a health diagnosis, 5 key things retirees should be asking about their investment allocations, an…

In this episode Jake and Jeff discuss current events, the best place to put your money if interest rates drop, retirement rules often taken out of context, and 5 financial blind spots to watch out fo…

In this episode Randy, Jake, and Jeff discuss Trump's first 100 days in office, Trumps impact on your finances, whether you really need annuities in your portfolio for safe income, and the 5 biggest …

In this episode randy, Jake, and Jeff discuss the consumer confidence index, the case for equities in your portfolio, the rule of 100, and long term care options. 

In this episode Jake and Jeff discuss current events, retirement mistakes to avoid, essentials in a successful retirement plan, and how Floyd Financial Group, and independent  advisor  compares to th…

In this episode Jake and Jeff discuss current events, how to handle market losses in your 401K if you're close to retirement, planning for long term care, and what to expect in your complimentary ini…