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
Big Retirement Obstacles You Must Overcome
In this episode John, John, and Jeff discuss current events, the possibility of a recession, and 10 retirement obstacles you must overcome.
15 Retirement Mistakes And Why They'll Shrink Your Nest Egg
In this episode John and Jeff discuss 15 retirement mistakes that can shrink your nest egg and how to invest without the stock market.
Money Mistakes People Often Make In The First Year Of Retirement
In this episode John and Jeff discuss money mistakes people often make in the first year of retirement.
Do These Things If You're Planning On Retiring In 5 Years
In this episode John and Jeff discuss Things To DO If You’re Planning On Retiring In 5 Years, 12 Hard Truths About Retirement, Why You May Not Want To Pay Off A Mortgage In Retirement, and Signs I…
20 Costly Mistakes That People Make Going Into Retirement
In this episode John and Jeff discuss costly mistakes that people make at the beginning of retirement.
Twelve Questions Retirees Often Get Wrong About Taxes In Retirement
In this episode John, John, and Jeff discuss:
1. Five Things I Wish I’d Known Before I Retired
2. Five Things An Annuity Salesperson Won’t Tell You
3. Twelve Questions Retirees Often Get W…
Rolling Over A 401K Into An IRA
In this episode john, John. and Jeff discuss rolling over a 401K into and IRA, annuities and pension alternatives, how the presidential race can affect the markets, and avoiding estate planning pitfa…
Retirement Income Strategies
In this episode John, John, and Jeff talk about retirement income strategies, 5 common retirement fears and how to overcome them, and why the solo years after the death of a spouse are important to p…
America Is Hitting Peak 65
In this episode John and John talk about Peak 65 - huge numbers of boomers are turning 65 and what that means. Also 6 ways to diversify your portfolio, the best ways to earn passive income, and commo…
How To Create A Retirement Income Stream
In this episode john and John discuss how to create a retirement income stream, 4 benefits you're missing if you're not working with a financial advisor, and the pros and cons of fixed annuities.
10 Long Term Investment Strategies
In this episode John Goodhue and John Croze discuss the outlook for 2024, 10 long-term investment strategies, whether gold should be in your portfolio, and goals to work towards in 2024.
Making An Annual Financial Plan Checklist
In this episode John Croze and John Goodhue discuss making an annual financial plan checklist, how to pay for the soaring costs of elder care, eight mistakes that could upend your retirement, and wha…
The Economic Outlook For 2024 - Are We Seeing The Light At The End Of The Tunnel?
In this episode John Croze and John Goodhue discuss the economic outlook for 2024, the various levels of risk involved with different investments, and why the last 5 years before retirement are criti…
Tips To Help Your Finances Last
In this episode John Croze and John Goodhue discuss Tips to help your finances last, How to rebalance from within your IRA,
Ten essentials for retirement, and Transitioning from work life to retireme…
Mutual Funds vs. ETFs - The Differences And Uses.
In this episode John Croze and John Goodhue discuss Mutual Funds vs. ETFs – the differences and uses, Different types of Annuities,
Wills vs. Trusts – Which Is Right For You, and How Social Security,…
Understanding Investment Risks And How To Mitigate Them
In this episode John Croze and John Goodhue of APO Financial discuss investment risks and how to mitigate them, a refresher on IRAs, and the use of target date funds.
Taking Ownership Of Your Retirement
In this episode John Croze and John Goodhue discuss taking ownership of your retirement means having a personalized plan, how alternative assets can play a role in your retirement planning, pension r…
How To Invest Outside Of The Stock Market
In this episode, John Croze, John Goodhue, and Jeff Shade discuss Ways to invest outside of the stock market, planning and paying for long-term care, key ages to mark along your retirement journey,…
The Maiden Voyage Into Retirement
In this first episode of the Retirement Playbook, John Croze and John Goodhue discuss what this show is all about, how much it costs to be YOU in retirement, the right time to file for social securit…