Show Me The Money

In this episode Randy and Jake discuss resolutions and planning for what's to come in 2024. Also, tax planning for 2024 and beyond, and 8 mistakes that could upend your retirement. 

I this episode Jake discusses Christmas, the market forecast, how you know when you can retire, and 5 steps toward a safe, secure, and fun retirement. 

In this episode Randy and Jake discuss current economic events, the resurgence of bonds, the retirement outlook for 2024, and 5 simple tax tips for the end of the year. 

In this episode Jake discusses current events, what happens to your 401K when you leave a job, how to calculate your social security break-even age, and what the initial discovery meeting is like at …

In this episode Jake discusses current events including a drop in inflation, stock market valuation, and the 4% rule - does it still apply?

In this episode Randy and Jake discuss whether we can keep taming inflation without a recession, the prognosis for the market base on where we are in the cycle, sequence of returns risk, and the Floy…

In this episode Jake and Jeff discuss the  possibility of a turkey or Santa rally, 5 passive income strategies you can use, the good, bad, and ugly of annuities, and 7 common annuity mistakes to avoi…

In this episode Randy and Jake discuss whether we're poised for a recession, how often you should you review your investment portfolio, what defines a fiduciary, and retirement funds withdrawal consi…

In this episode Randy and Jake discuss Jake's recent trip to Washington DC, sorting out why there are so may differing opinions on the economy and the market, bonds, and what the complimentary financ…

In this episode Randy and Jake discuss the debt crisis in America, understanding the difference between 2% and 4% inflation, and the 12 common mistakes that even well-informed people make. 

In this episode Jake and Jeff discuss the 33 trillion dollar debt, stock market movements can be counter-intuitive, 6 common retirement planing myths, and hoe long retirement savings will last. 

in this episode Randy, Jake, and Jeff talk about current events, how Floyd Financial stress tests a portfolio, how a presidential election affects investments, and gold IRAs. 

In this episode Jake and Jeff discuss current events, the delayed recession, M2 money supply, asset classes, how to vet stocks, and the Floyd Financial 5-Step process. 

In this episode Randy and Jake discuss current events, the jobs report, value investing, dividend investing, and the top 10 retirement planning mistakes. 

In this episode Jake and Jeff discuss US banks charging off a lot of debt from bad loans, How that affects the state of the economy, 5 things to do if you're planning to retire in the next 5 years, a…

In this episode Randy and Jake discuss ways to invest that do not involve the stock market, also inflation is ticking up again, and the ins and outs of target dated funds. 

In this episode Jake and Jeff discuss the ins and outs of CDs, explain annuities, and talk about the common question, "Am I gong to be OK in retirement, and the strength of the market. 

In this episode Randy and Jake talk about inflation, shrinkflation, the Fed rate hike pause and what it means to your retirement, and more workers deciding to retire early and take social security. 

In this episode Jake and Jeff discuss whether mutual funds are lying to you and whether you really need to buy stocks. 

In this episode Jake and Jeff discuss how to tackle inflation in retirement, what you need to know if you're planning to work part-time in retirement, and you can be the beneficiary of your own life …