Tax-Smart Investing Strategies If You're Nearing Retirement

from The Retirement Playbook · host John Croze, John Goodhue

In this episode Jeff and Coach Croze discuss tax-smart investment strategies if you're nearing retirement, life events that can trigger liquidity issues, listener questions, and the PRIME approach used by APO Financial.

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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 20, 2025.

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