EPISODE · Oct 18, 2025 · 55 MIN
Investing Strategies If You're Nearing Retirement
from The Retirement Playbook · host John Croze, John Goodhue
In this episode Coach Croze, John Goodhue, and Jeff Shade discuss tax-smart investing strategies if you're nearing retirement, life events that can trigger liquidity issues, listener questions, and the PRIME approach APO Financial uses.
What this episode covers
In this episode Coach Croze, John Goodhue, and Jeff Shade discuss tax-smart investing strategies if you're nearing retirement, life events that can trigger liquidity issues, listener questions, and the PRIME approach APO Financial uses.
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Investing Strategies If You're Nearing Retirement
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