A podcastról
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!
Epizódok
A legújabb 20 a(z) 135 epizódból
- Retiring On What You Have - Making Social Security And A Pension Work Together. · 56 perc · 136. epizódIn this episode Jeff and Coach Croze discuss retiring with what you have - making social security and modest savings work. Also, 5 retirement traps you can't afford to fall into…
- Types Of Retirement Income The IRS Doesn't Tax · 58 perc · 135. epizódIn this episode Jeff and Coach Croze discuss types of retirement income the IRS doesn't tax, the perfect retirement portfolio, women and retirement, and they answer listener…
- 5 Things You Need To Get Right For A Successful Retirement · 60 perc · 134. epizódIn this episode Jeff and Coach Croze discuss 5 things you need to get right for a successful retirement, target date funds, lessons from Dolly Parton - kepp your legacy from…
- The October Watch List - Things To Look Out For This Month · 60 perc · 133. epizódIn this episode Jeff and Coach Croze discuss the October watch list - tings to look out for this month. Also, Medicare open enrollment, immediate annuities vs deferred annuities…
- Five Financial Traps You Don't Realize You're In · 55 perc · 132. epizódIn this episode Jeff and Coach Croze discuss 5 financial traps you don't realize you're in, just because the IRS let's you delay your first RMD, should you? Also do you really…
- The Danger Of Trying To Live On Social Security Alone · 60 perc · 131. epizódIn this episode Jeff and Coach Croze discuss: The Danger Of Trying To Live On Social Security Alone The Widow’s Tax – Why Losing A Spouse an create a Tax Problem You Never…
- How Much Retirement Do You Actually Need? · 60 perc · 130. epizódIn this episode Jeff and Coach Croze discuss how much retirement you actually need, 7 problems solved your retirement plan needs to survive, conservative money is paying again…
- The 5 Pillars Of A Successful Retirement · 60 perc · 129. epizódIn this episode Jeff and Coach Croze discuss the 5 pillars of a successful retirement, the IRA cash trap - is your money really invested. Also questions to help you determine if…
- Reinventing Your Retirement Playbook · 60 perc · 128. epizódIn this episode Jeff and Coach Croze discuss reinventing your retirement playbook, the 5 "Fs" of a great retirement, and they answer listener questions.
- How Long Will $250,000 Last In Retirement? · 60 perc · 127. epizódIn this episode Jeff and Coach Croze discuss how long $250,000 will last in retirement, what if retirement comes earlier than expected, should you leave your kids an inheritance…
- DIY Retirement Planning - Is Is Costing You Money? · 59 perc · 126. epizódIn this episode Jeff and Coach Croze discuss DIY retirement planning - is saving the advisor fee costing you money. Also, is it time to take risk off the table, the Camp, an…
- Turning Your Retirement Savings Into A Paycheck You Can't Outlive · 60 perc · 125. epizódIn this episode Jeff and Coach Croze discuss turning your retirement savings into a paycheck you can't outlive, the final 5 years before retirement, the funny things no one tells…
- The Retirement Stress Test · 60 perc · 124. epizódIn this episode Coach and Jeff discuss the retirement stress test - if we had another 2022, would your plan hold up? Also how to plan for retirement's go-go, slow-go, and no-go…
- Inflation Is Quietly Stealing Your Cash - Where You May Want To Park Your Savings · 60 perc · 123. epizódIn this episode Jeff and Coach Croze discuss inflation quietly stealing your cash - where you should park your savings. Also, 8 costly 401 K mistakes that could tank your…
- The New Definition Of The American Dream · 60 perc · 122. epizódIn this episode Jeff and Coach discuss the new definition of the American dream, should retirees take less risk in retirement, rural healthcare and Medicare in the UP and they…
- 10 Costly Social Security Mistakes To Avoid. · 60 perc · 121. epizódIn this episode Jeff and Coach discuss the 10 most costly Social Security mistakes to avoid, 8 retirement myths that could cost you thousands, the best low risk investments, and…
- Five Financial Moves to Make Before Labor Day · 60 perc · 120. epizódIn this episode Coach and Jeff discuss the July retirement checkup, 5 financial moves to make before Labor Day, the biggest retirement mistakes made during bull markets, and they…
- Declare Your Financial Independence · 60 perc · 119. epizódIn this episode Jeff and Coach Croze discuss what declaring you financial independence really means, financial freedom that every retiree should strive for, and they answer…
- Today's Market and Geopolitical News - What Retirees Should Know Right Now. · 60 perc · 118. epizódIn this episode Jeff and Coach Croze discuss todays market and geopolitical news. Also long-term care costs, managing longevity risk, and they answer listener questions.
- Can I Retire This Year? · 60 perc · 117. epizódOn this episode Jeff and Coach Croze discuss whether you can retire this year, what would happen to my spouse if I passed away tomorrow, the retirement happiness formula, and…
