All Episodes
The Retirement Playbook — 105 episodes
Reasons the 60/40 Stock/Bond Portfolio Is Not Relevant Today
5 Smart Strategies To Create A Retirement Paycheck
Turning Your Savings Into Retirement Paychecks
Should You Invest When The Market Is At An All-Time High?
Retirement Planning For Conservative Investors
Inflation-Proofing Your Retirement Income
Why The First Five Years Of Retirement Matter More Than The Next 20.
The 5 Retirement Decisions You Need To Get Right Before You Retire
Are You On Track For Tax Savings In 2026?
Retirement Planning Questions Everyone Should Be Considering
Boost Your Retirement With Low Risk-High Return Investments.
Retirement Risks That Did Not Exist 20 Years Ago
A Look Back At 2025 and Ahead at 2026.
The Top 5 Retirement Moves Being Discussed Online Right Now
8 Tips To Make Your Money Last Through Retirement
Why The First 5 Years Before and After Retirement Are So Important
The First 5 Years Of Retirement And Money Moves You Must Make
Reliable Income Planning For 2026
How To Know Whether You're Prepared To Retire
5 Retirement Traps You Can't Afford to Fall Into
Tax-Smart Investing Strategies If You're Nearing Retirement
Investing Strategies If You're Nearing Retirement
Making Your Money Outlive You
How Life Insurance Can Fund Your Dreams Now
10 Investing Mistakes To Avoid
September to November - The Most Unpredictable Time Of Year For The Market
Figuring Out When You Can Retire
What to Do If Your Annuity Isn't Doing What It Should
What You Need To Know About Your 401K.
A Big Market Warning For Retirees
10 Mistakes That DIY Investors Make
When Can I Retire?
5 Ways To Lower Your Risk In Retirement
When Should You Take Social Security?
The APO Financial PRIME Investment and Retirement Strategy
When Seeking Safety Is Actually Risky
Different Withdrawal Strategies To Consider In Retirement
How Trump's Big Beautiful Bill Could Affect Your Retirement
5 Key Things Retirees Should be Asking About As They Approach Retirement.
Financial Rules Of Thumb That Are Not Always Right
The Importance Of Having A Plan For Income, Healthcare, and Taxes.
5 Investment Impacts Of The US Trade War
How To Handle 401K Losses If You're Close To Retirement
Buy The Dip Or Stay The Course
Signs Your Annuity May Not Be Right For You
What You Need To Know About Medicare Choices
What You Need To Know About Medicare Choices
Ten Signs Your Portfolio or Plan Is Not Right For You
Reasons Why Your Taxes May Be Higher In Retirement
The Average Social Security Benefit - How Do You Stack Up?
10 Ways To Create A Paycheck In Retirement
Seven Smart Investing Strategies For Retirees
Cash Flow Or Income - Which Is More Important?
Ways To Invest Outside Of The Stock Market
How President Trump Could Affect Your Retirement
5 New Blind Spots You May Miss In Your Retirement Plan
Do Generic Rules Like The 4% Rule Actually Work?
Steps To Take Now For More Financial Success in 2025
Tips To Help Your Finances Last As Long As You Do.
12 Retirement Questions Everyone Should Consider
The Differences Between A Plan And A Complete Plan
Trump Win Affects Bank Stocks
What The Trump Presidency Means For The Markets, Our Investments, And Our Future
8 Big Retirement Mistakes To Overcome
Income Planning and Investments To Support Income
How To Create A Retirement Plan That Checks All The Boxes
14 Questions To Ask Yourself About When To Retire
Key Tax Provisions Expiring After 2025
Five Things To Know About Social Security and Your Taxes
The Fed Cuts Rates - What's Next?
Moves To Make Before The Fed Lowers Interest Rates
5 Ways To Lower Your Risk In Retirement
Popular Strategies For Building A Bond Portfolio
How To Overcome Common Retirement Fears
Different Types Of Annuities And When To Use Them
A Retirement Misstep That Could Cost You As Much As $130,000
What To Do Ahead Of The Feds First Rate Cut In Years
16 Mistakes To Avoid When You Get Into Retirement
Moves To Make For Retirement Planning If You're Worried About The Economy.
Key Elements Of A Solid Retirement Plan
12 Things You Must Know To Maximize Your Social Security Benefits
Small Decisions That Can Make A Big Impact On Your Retirement
The Election Can Affect Taxes, Social Security, And Your Retirement
Will The Stock Market Crash in 2024?
5 Reasons To Take Social Security Early And 4 Reasons Not.
Factors Affecting How Much Retirement Savings You'll Need
Big Retirement Obstacles You Must Overcome
15 Retirement Mistakes And Why They'll Shrink Your Nest Egg
Money Mistakes People Often Make In The First Year Of Retirement
Do These Things If You're Planning On Retiring In 5 Years
20 Costly Mistakes That People Make Going Into Retirement
Twelve Questions Retirees Often Get Wrong About Taxes In Retirement
Rolling Over A 401K Into An IRA
Retirement Income Strategies
America Is Hitting Peak 65
How To Create A Retirement Income Stream
10 Long Term Investment Strategies
Making An Annual Financial Plan Checklist
The Economic Outlook For 2024 - Are We Seeing The Light At The End Of The Tunnel?
Tips To Help Your Finances Last
Mutual Funds vs. ETFs - The Differences And Uses.
Understanding Investment Risks And How To Mitigate Them
Taking Ownership Of Your Retirement
How To Invest Outside Of The Stock Market
The Maiden Voyage Into Retirement