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All Episodes

The Retirement Playbook — 121 episodes

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Title
1

Turning Your Retirement Savings Into A Paycheck You Can't Outlive

2

The Retirement Stress Test

3

Inflation Is Quietly Stealing Your Cash - Where You May Want To Park Your Savings

4

The New Definition Of The American Dream

5

10 Costly Social Security Mistakes To Avoid.

6

Five Financial Moves to Make Before Labor Day

7

Declare Your Financial Independence

8

Today's Market and Geopolitical News - What Retirees Should Know Right Now.

9

Can I Retire This Year?

10

5 Years Before Retirement - Start Refining Your Income Plan Now

11

The Retirement Squeeze - Why It Still Feels Tight

12

Hot Markets, Rising Rates, and Inflation Pressure.

13

Retirement Problems You Can't Fix Alone

14

How Do You Know Where You Stand For Retirement?

15

7 Crucial Retirement Mistakes And How To Avoid Them

16

Retirement Planning Has Evolved - Is Your Plan Keeping Up?

17

Reasons the 60/40 Stock/Bond Portfolio Is Not Relevant Today

18

5 Smart Strategies To Create A Retirement Paycheck

19

Turning Your Savings Into Retirement Paychecks

20

Should You Invest When The Market Is At An All-Time High?

21

Retirement Planning For Conservative Investors

22

Inflation-Proofing Your Retirement Income

23

Why The First Five Years Of Retirement Matter More Than The Next 20.

24

The 5 Retirement Decisions You Need To Get Right Before You Retire

25

Are You On Track For Tax Savings In 2026?

26

Retirement Planning Questions Everyone Should Be Considering

27

Boost Your Retirement With Low Risk-High Return Investments.

28

Retirement Risks That Did Not Exist 20 Years Ago

29

A Look Back At 2025 and Ahead at 2026.

30

The Top 5 Retirement Moves Being Discussed Online Right Now

31

8 Tips To Make Your Money Last Through Retirement

32

Why The First 5 Years Before and After Retirement Are So Important

33

The First 5 Years Of Retirement And Money Moves You Must Make

34

Reliable Income Planning For 2026

35

How To Know Whether You're Prepared To Retire

36

5 Retirement Traps You Can't Afford to Fall Into

37

Tax-Smart Investing Strategies If You're Nearing Retirement

38

Investing Strategies If You're Nearing Retirement

39

Making Your Money Outlive You

40

How Life Insurance Can Fund Your Dreams Now

41

10 Investing Mistakes To Avoid

42

September to November - The Most Unpredictable Time Of Year For The Market

43

Figuring Out When You Can Retire

44

What to Do If Your Annuity Isn't Doing What It Should

45

What You Need To Know About Your 401K.

46

A Big Market Warning For Retirees

47

10 Mistakes That DIY Investors Make

48

When Can I Retire?

49

5 Ways To Lower Your Risk In Retirement

50

When Should You Take Social Security?

51

The APO Financial PRIME Investment and Retirement Strategy

52

When Seeking Safety Is Actually Risky

53

Different Withdrawal Strategies To Consider In Retirement

54

How Trump's Big Beautiful Bill Could Affect Your Retirement

55

5 Key Things Retirees Should be Asking About As They Approach Retirement.

56

Financial Rules Of Thumb That Are Not Always Right

57

The Importance Of Having A Plan For Income, Healthcare, and Taxes.

58

5 Investment Impacts Of The US Trade War

59

How To Handle 401K Losses If You're Close To Retirement

60

Buy The Dip Or Stay The Course

61

Signs Your Annuity May Not Be Right For You

62

What You Need To Know About Medicare Choices

63

What You Need To Know About Medicare Choices

64

Ten Signs Your Portfolio or Plan Is Not Right For You

65

Reasons Why Your Taxes May Be Higher In Retirement

66

The Average Social Security Benefit - How Do You Stack Up?

67

10 Ways To Create A Paycheck In Retirement

68

Seven Smart Investing Strategies For Retirees

69

Cash Flow Or Income - Which Is More Important?

70

Ways To Invest Outside Of The Stock Market

71

How President Trump Could Affect Your Retirement

72

5 New Blind Spots You May Miss In Your Retirement Plan

73

Do Generic Rules Like The 4% Rule Actually Work?

74

Steps To Take Now For More Financial Success in 2025

75

Tips To Help Your Finances Last As Long As You Do.

76

12 Retirement Questions Everyone Should Consider

77

The Differences Between A Plan And A Complete Plan

78

Trump Win Affects Bank Stocks

79

What The Trump Presidency Means For The Markets, Our Investments, And Our Future

80

8 Big Retirement Mistakes To Overcome

81

Income Planning and Investments To Support Income

82

How To Create A Retirement Plan That Checks All The Boxes

83

14 Questions To Ask Yourself About When To Retire

84

Key Tax Provisions Expiring After 2025

85

Five Things To Know About Social Security and Your Taxes

86

The Fed Cuts Rates - What's Next?

87

Moves To Make Before The Fed Lowers Interest Rates

88

5 Ways To Lower Your Risk In Retirement

89

Popular Strategies For Building A Bond Portfolio

90

How To Overcome Common Retirement Fears

91

Different Types Of Annuities And When To Use Them

92

A Retirement Misstep That Could Cost You As Much As $130,000

93

What To Do Ahead Of The Feds First Rate Cut In Years

94

16 Mistakes To Avoid When You Get Into Retirement

95

Moves To Make For Retirement Planning If You're Worried About The Economy.

96

Key Elements Of A Solid Retirement Plan

97

12 Things You Must Know To Maximize Your Social Security Benefits

98

Small Decisions That Can Make A Big Impact On Your Retirement

99

The Election Can Affect Taxes, Social Security, And Your Retirement

100

Will The Stock Market Crash in 2024?

101

5 Reasons To Take Social Security Early And 4 Reasons Not.

102

Factors Affecting How Much Retirement Savings You'll Need

103

Big Retirement Obstacles You Must Overcome

104

15 Retirement Mistakes And Why They'll Shrink Your Nest Egg

105

Money Mistakes People Often Make In The First Year Of Retirement

106

Do These Things If You're Planning On Retiring In 5 Years

107

20 Costly Mistakes That People Make Going Into Retirement

108

Twelve Questions Retirees Often Get Wrong About Taxes In Retirement

109

Rolling Over A 401K Into An IRA

110

Retirement Income Strategies

111

America Is Hitting Peak 65

112

How To Create A Retirement Income Stream

113

10 Long Term Investment Strategies

114

Making An Annual Financial Plan Checklist

115

The Economic Outlook For 2024 - Are We Seeing The Light At The End Of The Tunnel?

116

Tips To Help Your Finances Last

117

Mutual Funds vs. ETFs - The Differences And Uses.

118

Understanding Investment Risks And How To Mitigate Them

119

Taking Ownership Of Your Retirement

120

How To Invest Outside Of The Stock Market

121

The Maiden Voyage Into Retirement