Episodes
135
Latest episode
Oct 2026
Language
EN
Each week John Croze and John Goodhue of APO Financial give you the straight talk and honest answers you need to understand the complexities of retirement planning. John Croze uses his 30 years of teaching math and science, as well as football coaching experience, to help you learn about your retirement options. John Goodhue, Founder and CEO of APO Financial uses his many years of experience and law background to tell you what you need to know to have a satisfying retirement. There's a different set of topics every week, so get ready to learn!
In this episode Jeff and Coach Croze discuss your retirement paycheck - where does your money actually come from. Also, the retirement you didn't see coming, nine retirement decisions you don't want to rush. They also answer listener questions.
In this episode Jeff and Coach Croze discuss retiring with what you have - making social security and modest savings work. Also, 5 retirement traps you can't afford to fall into, and can you afford to retire, or do you need to work just one more year? He also answers listener questions.
In this episode Jeff and Coach Croze discuss types of retirement income the IRS doesn't tax, the perfect retirement portfolio, women and retirement, and they answer listener questions.
In this episode Jeff and Coach Croze discuss 5 things you need to get right for a successful retirement, target date funds, lessons from Dolly Parton - kepp your legacy from becoming a family feud.
In this episode Jeff and Coach Croze discuss the October watch list - tings to look out for this month. Also, Medicare open enrollment, immediate annuities vs deferred annuities vs fixed index annuities - which is right for you.
In this episode Jeff and Coach Croze discuss 5 financial traps you don't realize you're in, just because the IRS let's you delay your first RMD, should you? Also do you really need to pay off the mortgage before retirement, and they answer listener questions.
In this episode Jeff and Coach Croze discuss: The Danger Of Trying To Live On Social Security Alone The Widow’s Tax – Why Losing A Spouse an create a Tax Problem You Never Expected Listener Questions Canada – US – Cross Border Retirement Planning
In this episode Jeff and Coach Croze discuss how much retirement you actually need, 7 problems solved your retirement plan needs to survive, conservative money is paying again, and they answer listener questions.
In this episode Jeff and Coach Croze discuss the 5 pillars of a successful retirement, the IRA cash trap - is your money really invested. Also questions to help you determine if you're really ready to retire, and they answer listener questions.
In this episode Jeff and Coach Croze discuss reinventing your retirement playbook, the 5 "Fs" of a great retirement, and they answer listener questions.
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Ann Carden
Holly Jean Jackson
Dr. Allen Lycka
Jessica Lorello and Maddison Donchez
Mark Mowrey, CFA
