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
14 Questions To Ask Yourself About When To Retire
In this episode John, Jeff, and Scott discuss why more rates cut hopes have dimmed, 14 questions to ask yourself about when you can retire, listener questions and preparing for retirement if you're d…
Key Tax Provisions Expiring After 2025
In this episode John, Jeff, and John discuss key tax provisions expiring after 2025. Also, 10 Things To Know Before Medicare Open Enrollment Starts Oct 15th, Listener Questions, and Re-Inventing Yo…
Five Things To Know About Social Security and Your Taxes
In this episode John, Jeff, and Jeff discuss current events, 5 things to know about social security and taxes, low risk investment strategies, and they answer listener questions.
The Fed Cuts Rates - What's Next?
In this episode John. John, and Jeff discuss what's next after recent rate cuts. Also five things retirees wish they'd know before retirement, working into retirement, and listener questions.
Moves To Make Before The Fed Lowers Interest Rates
In this episode Coach, John, and Jeff discuss moves to make before the fed lowers interest rates, how long $25,000 will last in retirement, and answers listener questions.
5 Ways To Lower Your Risk In Retirement
In this episode John and Jeff are joined by David Piatt of APO Financial to discuss 5 ways to lower your rick in retirement. Also what you need to know before a spouse passes, listener questions , an…
Popular Strategies For Building A Bond Portfolio
In this episode Coach Croze and Jeff are joined by Scott Mallernee of APO Financial to discuss current market events, strategies for building a bond portfolio. They also answer listener questions and…
How To Overcome Common Retirement Fears
In this episode coach Croze and Jeff welcome Caitlin from the Denver office to discuss market conditions, overcoming common retirement fears. They answer listener questions, and discuss 7 tax-free in…
Different Types Of Annuities And When To Use Them
In this episode Scott Mallernee from The APO Florida office joins John and Jeff to discuss current economic news, annuities, and they answer listener questions.
A Retirement Misstep That Could Cost You As Much As $130,000
David Piatt joins us from the APO Denver office. David, John, and Jeff discuss:
1. The current state of the market and economy
2. A Retirement Misstep that could cost you as much as $130,000
3. …
What To Do Ahead Of The Feds First Rate Cut In Years
In this episode John, Jeff, and John discuss current events, possible rate cuts, and what to do ahead of these rate cuts.
16 Mistakes To Avoid When You Get Into Retirement
In this episode John, John, and Jeff discuss inflation, 16 mistakes to avoid when your getting into retirement, and they answer listener questions.
Moves To Make For Retirement Planning If You're Worried About The Economy.
APO Advisor David Piatt joins John and Jeff to discuss current economic conditions, moves to make for retirement planning if you're worried about the economy, FAQs about Medicare, and David answers l…
Key Elements Of A Solid Retirement Plan
In this episode John, Jeff, and John discuss 3 key elements of a retirement plan, investing in commodities, key ages along your retirement journey, and important estate planning documents.
12 Things You Must Know To Maximize Your Social Security Benefits
In this episode Jeff, John, and John discuss 12 things you must know to maximize your social security benefits. Also why 675 is no longer the ideal retirement age, and 10 things you should know about…
Small Decisions That Can Make A Big Impact On Your Retirement
In this episode John, John, and Jeff discuss small decisions that can have a big impact on your retirement portfolio. Also, social security claiming myths debunked, lump sum or a monthly pension, and…
The Election Can Affect Taxes, Social Security, And Your Retirement
In this episode John, Jeff, and John discuss the election and how it can affect your retirement, factors to consider in checking the health of your retirement plan, and an exit strategy for active la…
Will The Stock Market Crash in 2024?
In this episode John, Jeff, and John discuss asset strategies to diversify your portfolio, will the stock market rash in 2024, pros and cons of a self-directed IRA, and risk in retirement.
5 Reasons To Take Social Security Early And 4 Reasons Not.
In this episode John and Jeff discuss 5 reasons to take social security early and 4 reasons not. Also 6 financial actions to take the year before retirement, 7 misconceptions about annuities, and 8 h…
Factors Affecting How Much Retirement Savings You'll Need
In this episode Joh, Joh, and Jeff discuss factors affecting how much retirement savings you\ll need. Also how to invest for retirement, and 10 frightening retirement statistics that should scare you…