The Retirement Playbook
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!
- Update frequency
- every 6 days
- Average duration
- 55 minutes
- Episodes
- 79
- Years Active
- 2023 - 2025
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.
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.
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, …
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.
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, alo…
When Can I Retire?
In this episode John, Jeff, and Coach Croze discuss what you need to know about building a stock portfolio, how APO answers the question, "when can I retire?" , relocating in retirement, and they ans…
5 Ways To Lower Your Risk In Retirement
In this episode Coach, John, and Jeff discuss 5 ways to lower your risk in retirement, what you need to know before a spouse passes, 3 biggest retirement planning gaps among DIYers, and they answer l…
When Should You Take Social Security?
In this episode Coach Croze and Jeff Shade discuss when to take social security. budgeting using bumpers, listener questions, and what the initial meeting looks like.
The APO Financial PRIME Investment and Retirement Strategy
In this episode Coach and Jeff discuss the PRIME strategy used at APO Financial, the landlord exit strategy, the basics of estate planning and they answer listener questions.
When Seeking Safety Is Actually Risky
In this episode Coach, John, and Jeff discuss current events, when seeking safety is risky, how to plan for guilt-free spending in retirement.
Different Withdrawal Strategies To Consider In Retirement
In this episode John, Coach Croze, and Jeff discuss withdrawal strategies to consider in retirement, what to expect during the first 5 years in retirement, and they answer listener questions.
How Trump's Big Beautiful Bill Could Affect Your Retirement
In this episode Coach, John, an Jeff discuss Trump's Big Beautiful Bill, the biggest retirement mistakes that people make, and they answer listener questions.
5 Key Things Retirees Should be Asking About As They Approach Retirement.
In this episode Coach, John, and Jeff discuss the market, economy, 5 key things retirees should be asking about as they approach retirement, the relationship between retirement and a health diagnosis…
Financial Rules Of Thumb That Are Not Always Right
In this episode Coach Croze, John, and Jeff discuss financial rules of thumb taken out of context, the best places to put your money if interest rates fall, 5 financial blind spots to watch out for a…
The Importance Of Having A Plan For Income, Healthcare, and Taxes.
In this episode John and Jeff discuss the importance of planning - income panning, healthcare planning, tax planning, and John answers
listener questions.
5 Investment Impacts Of The US Trade War
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 listene…
How To Handle 401K Losses If You're Close To Retirement
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 questi…
Buy The Dip Or Stay The Course
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.
Signs Your Annuity May Not Be Right For You
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 a…
What You Need To Know About Medicare Choices
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…