Episodios

  • What You Need To Know About Your 401K.
    Aug 9 2025

    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.

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    57 m
  • A Big Market Warning For Retirees
    Aug 7 2025

    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.

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    54 m
  • 10 Mistakes That DIY Investors Make
    Jul 30 2025

    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.

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    54 m
  • When Can I Retire?
    Jul 24 2025

    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.

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    57 m
  • 5 Ways To Lower Your Risk In Retirement
    Jul 16 2025

    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.

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    1 h
  • When Should You Take Social Security?
    Jul 7 2025

    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.

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    1 h
  • The APO Financial PRIME Investment and Retirement Strategy
    Jul 2 2025

    In this episode Coach and Jeff discuss the PRIME strategy used at APO Financial, the landlord exit strategy, the basics of estate planning and they answer listener questions.

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    1 h
  • When Seeking Safety Is Actually Risky
    Jun 23 2025

    In this episode Coach, John, and Jeff discuss current events, when seeking safety is risky, how to plan for guilt-free spending in retirement.

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    55 m