The Retirement Playbook

In 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 you about when you get to retirement, and they answer listener questions. 

In 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 years, 4 questions to ask before you retire, and they answer listener questions. 

In 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 retirement, buying an RV, and they answer listener questions. 

In 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 answer listener questions. 

In 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 they answer listener questions.

In 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 answer listener questions. 

In 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 listener questions. 

In 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. 

On 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 they answer listener questions. 

In this episode Jeff and Coach Croze discuss refining your income plan 5 years before retirement. Also why working longer isn't always an option, gifting money to adult children, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss the retirement squeeze, why it still feels tight. Also they discuss target date funds, the 5 retirement mistakes that people realize when it is too late, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss hot market, rising rates, and inflation pressure. Also,  retirement problems you can't fix alone, 65 is no longer the retirement age, and they answer listener questions. 

In this episode Coach Croze and Jeff discuss hot markets, rising rates, and inflation pressure and what it means for you. Also  retirement problems you can't fix alone, why 65 is no longer the ideal retirement age, and they answer listener questions. 

In this episode, Jeff and Coach Croze discuss how you know where you stand for retirement. Also 7 investment behaviors that hurt retirees the most, the common investments people in the UP have in their 401K, and Coach answers listener questions. 

In this episode Jeff and Coach Croze discuss 7 crucial retirement mistakes and how to avoid them, how to turn your 401K into a lifetime retirement paycheck, estate planning mistakes and how to avoid them, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss why retirement planning isn't as easy as it used to be, annuities, guaranteed income or confusing trap. Also set id forget it retirement plans are how you run out of money, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss reasons the 60/40 stock-b0nd  portfolio isn't relevant today. Also reasons to convert your 401K to an IRA. Plus they answer listener questions. 

In this episode Coach and Jeff discuss what today's economic headlines mean for your retirement, 5 smart strategies to create your retirement paycheck, spring cleaning your finances, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss turning savings into paychecks, why the solo years of retirement are the most critical, 7 tax free investments to consider for your portfolio, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss whether you should invest when the market is at an all-time high, retirement mistakes you'll regret forever, 5 Ronald Reagan quotes for retirees to live by. 

In this episode Jeff and Coach Croze discuss retirement planning for conservative investors, what to do with your 401k when you retire, leaving money to kids versus spending it, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss inflation-proofing your income, conservative investing, avoiding scams, and he answers listener questions. 

In this episode Jeff and Coach Croze discuss why the first 5 years of retirement matter more than the next 20, common retirement and investment misconceptions, and they answer listener questions. 

In this episode Coach Croze and Jeff discuss the 5 retirement decisions you need to get right before you retire, AI can't design your retirement plan, retirement goals and life beyond the numbers, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss whether you're on track for tax savings in 2026, the 60/40 stock/bond portfolio, is it dead or misunderstood? Also timing social security to maximize income, and they answer listener questions. 

In this episode Jeff, John Goodhue, and Coach Croze discuss retirement planning questions everyone should be considering, withdrawal strategies and financial mechanics in retirement, rebalancing your investments as you near or enter retirement. 

In this episode Jeff and Coach Croze discuss boosting your retirement income with low risk-high return investments, the 9 expenses you may underestimate in retirement, why face-to-face financial guidance is the the gold standard. and they answer listener questions. 

In this episode Coach Croze and Jeff discuss 5 retirement risks that didn't exist 20 years ago, how to prepare for potential inflation this Spring, and they answer listener questions. 

In this episode Coach Croze and Jeff discuss 2025 in review, a retirement reality check, looking ahead to 2026 and they answer listener questions. 

In this episode Jeff and Coach Croze discuss the top 5 retirement concerns being discussed online right now, why many retirees are re-thinking DIY planning, last minute money moves to make before 2026, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss The Roth IRA, 8 tips to make your money last through retirement, the landlord exit strategy, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss why the first 5 years and after retirement are so important, Medicare changes coming in 2026, retirement moves to make before 2026, and they answer listener questions. 

In this episode Jeff and Coach Croze discuss the first 5 years of retirement and money moves you should make, creating a reliable paycheck in retirement, low risk investment strategies and they answer listener questions. 

In this episode Jeff and Coach Croze discuss reliable income planning for 2026, signs your retirement plan my not be right for you, Medicare options, and they answer listener questions. 

In this episode Coach and Jeff discuss how to know if you're prepared to retire, what you need to know about taking social security, budgeting using bumpers, and they answer listener questions. 

In this episode Coach and Jess discuss 5 retirement traps you can't afford to fall into, the rule of 240 paychecks, how to retire early in 6 steps and they answer listener questions. 

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. 

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 and Jeff discuss whether your money outlive you, the role of stocks in a retirement portfolio, phased retirement, and they answer listener questions. 

In this episode Jeff and Coach discuss how life insurance can fund your dreams now, key ages to mark along your retirement journey, understanding investment risks and how to mitigate them along with listener questions. 

In this episode, Coach and Jeff discuss 10 investing mistakes to avoid, your financial quarterback, and they answer listener questions. 

In this episode, Jeff, John, and Coach discuss the market's most unpredictable stretch - September through November, how to use annuities to create a retirement paycheck, beyond stocks, where fixed income and commodities come in, and they answer listener questions. 

In this episode Coach, John, and Jeff discuss Q3 and Q4 reviews, figuring out when you can retire, the non-financial side of retirement,, and they answer listener questions. 

In  this episode Coach and Jeff discuss what to do if you have annuity that's not doing too much, 10 things to plan on when you retire, the PRIME strategy, and they answer listener questions. 

In this episode Coach, John, and Jeff discuss what you need to know about your 401K, using an indexed universal life insurance policy to pay for long term care, how to plan for a 30 year retirement, and they answer listener questions. 

In this episode Coach, John, and Jeff discuss a big market warning for retirees, estate planning 101, how DIY and turn into OMG in retirement planning, and they answer listener questions. 

In this episode , Coach, John, and Jeff discuss 10 mistakes that DIY investors make, 401K or IRA, which is best for you, they different types of unversal life insurance policies and what they do, along with answering listener questions. 

In this episode John, Jeff, and Coach Croze discuss what you need to know about building a stock portfolio, how APO answers the question, "when can I retire?" , relocating in retirement, and they answer listener questions. 

In this episode Coach, John, and Jeff discuss 5 ways to lower your risk in retirement, what you need to know before a spouse passes, 3 biggest retirement planning gaps among DIYers, and they answer listener questions. 

In this episode Coach Croze and Jeff Shade discuss when to take social security. budgeting using bumpers, listener questions, and what the initial meeting looks like.