Show Me The Money

In this episode Jake and Jeff discuss whether you should buy the dip or stay the course, two-thirds of investors are worried they'll outlive their assets, 6 investment choices and what they can offer…

In this episode Jake and Jeff signs that your annuity may be wrong for you, mistakes people make with their 401Ks, the realities of spousal risk in retirement, and 5 retirement planning myths that co…

In this episode Randy, Jake, and Jeff discuss whether an economic recession is looming, why many older adults lack financial literacy, tax topics every retiree should know about, and MYGA's, what are…

In this encore performance of Show Me The Money, Randy, Jake, and Jeff discuss income planning, social security, 5 keys to retirement planning, and what to expect in the initial meeting. 

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

In this episode Jake and Jeff talk about current events, reasons why your taxes may be higher in retirement, alternative investments, and 6 people you need to talk to before retiring. 

In this episode Randy, Jake, and Jeff discuss current events, 7 retirement myths, answers to questions about IRAs, 401Ks, and Annuities, and how to know if you're prepared for retirement. 

In this episode Randy, Jake, and Jeff discuss the worst retirement mistakes to avoid at all costs and the purpose of money. 

In this episode, Randy, Jake, and Jeff discuss beginning and end of year financial tasks to take care of, whether cash flow or income is more important, and investment withdrawal strategies for retir…

In this episode Jake and Jeff discuss investment opportunities and threats in 2025, what retirees need to understand about income in retirement, and how to plan for retirement when so much is unknown…

In this episode Randy, Jake, and Jeff discuss current events, the best way to take withdrawals in retirement, estate taxes, and what the initial consultation with Floyd Financial Group looks like. 

In this episode Randy, Jake, and Jeff discuss whether the bull market will continue into 2025, ways to generate income in retirement, how the IRS taxes different income sources, and things you'll spe…

In this episode, Jake and Jeff discuss how Trump's return will weigh on the markets, the two rate cuts expected for 2025, and retirement planning myths that could hold you back. 

In this episode Randy and Jeff discuss the future of social security, historically low taxes, and what the initial consultation looks like. 

In this episode Randy, Jake, and Jeff discuss the mysterious drones, Jim Carrey running out of money, Trump policies and your retirement, and the building block of investing. 

In this episode Jake and Jeff discuss current events, the market, cryptocurrency, and the 5 pillars fo financial planning. 

In this episode Randy and Jeff discuss end of year markets, is it time to sell, Trump tariffs, and 12 retirement planning questions to consider. 

In this episode, Jake and Jeff discuss holiday shopping, what happens to your 401K when you leave your job, how to calculate your social security break-even age, and what it looks like when you come …

In this episode Randy , Jake, and Jeff discuss Trump's cabinet picks, tax planning, tax changes, and the 5 tax deadlines you need to remember before 2025. 

In this episode Jake Floyd discusses the market and bitcoin's response to the Trump victory. Also, the effects of deregulation, tariffs, and a financial year-end checklist.