The Retirement Playbook

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.