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
What You Need To Know About Medicare Choices
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.
Ten Signs Your Portfolio or Plan Is Not Right For You
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.…
Reasons Why Your Taxes May Be Higher In Retirement
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 question…
The Average Social Security Benefit - How Do You Stack Up?
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.
10 Ways To Create A Paycheck In Retirement
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 retirem…
Seven Smart Investing Strategies For Retirees
In this episode Coach Croze, John Goodhue and Jeff Shade discuss 7 retirement myths, 7 smart investing strategies for retirees, 6 reasons to convert your 4-1K to an IRA, and they answer listener ques…
Cash Flow Or Income - Which Is More Important?
In this episode Scott, John, and Jeff discuss beginning and end of year financial planning, cash flow versus income, the Prime Review, and they answer listener questions.
Ways To Invest Outside Of The Stock Market
In this episode John and Scott discuss ways to invest if you don't like the stock market, the death of a spouse in retirement, 4 major benefits you're missing if you're not working with an advisor an…
How President Trump Could Affect Your Retirement
In this episode the guys discuss how President Trump could affect your retirement, investment options you can't get on your own, estate t axes - the silent wealth assassin, and they answer listener q…
5 New Blind Spots You May Miss In Your Retirement Plan
In this episode Scott Mallernee from our Palm Beach Gardens office is in for John Goodhue. Scott, John, and Jeff discuss 5 new blind spots you may miss in your retirement plan. Also everything you ne…
Do Generic Rules Like The 4% Rule Actually Work?
In tis episode John, Jeff, and Kohn discuss whether general rules like the 4% rule actually work. Also low risk - high return investments and answering listener questions.
Steps To Take Now For More Financial Success in 2025
In this episode, John, Jeff, and Coach discuss steps to take now for financial success in 2025, a stock market forecast for 2025 with Trump as president, and 6 financial things to put on your to-do l…
Tips To Help Your Finances Last As Long As You Do.
In this episode John, Jeff, and John discuss tips to help your finances last, how to rebalance from within your IRA, 10 essentials for retirement, and transitioning from work to retirement.
12 Retirement Questions Everyone Should Consider
In this episode Scott Mallernee, Coach Croze, and Jeff discuss 12 retirement questions to consider, Ways to generate passive income in retirement, answer listener questions, and money and emotions
The Differences Between A Plan And A Complete Plan
In this episode, John, Jeff, and John discuss the differences between a plan and a complete plan. Also why the DIY retirement plan may not be the best, what an initial consultation looks like , and l…
Trump Win Affects Bank Stocks
In this episode, John, Jeff, and John discuss what the Trump win means for banks. Also, better deals on annuities, listener questions, and what to do in the final weeks of 2024.
What The Trump Presidency Means For The Markets, Our Investments, And Our Future
In this episode John, Jeff, and John discuss the Trump 2.0 administration and how it will affect the markets and our future. Also how to invest and spend in retirement, listener questions, and how a …
8 Big Retirement Mistakes To Overcome
In this episode John, Jeff, and John discuss 8 bug retirement mistakes to overcome. Also, the most overlooked tax breaks for seniors, 9 things every retiree should do, and they answer listener questi…
Income Planning and Investments To Support Income
In this episode John, Jeff, and John discuss income planning and investments, insurance and tax planning, estate planning and listener questions.
How To Create A Retirement Plan That Checks All The Boxes
In this episode John, Jeff, and John discuss how to create a retirement plan that checks all the boxes, 3 types of universal life insurance and how they're used, listener questions and smart ways to …