Investing Strategies If You're Nearing Retirement episode artwork

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. 

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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Frequently Asked Questions

How long is this episode of The Retirement Playbook?

This episode is 55 minutes long.

When was this The Retirement Playbook episode published?

This episode was published on October 18, 2025.

What is this episode about?

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. 

Can I download this The Retirement Playbook episode?

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