Show Me The Money

In this episode Jake and Jeff discuss global conflict, rising rates and retirement risks. Also sequence risk, the 5 phases of retirement planning, and how the IRS taxes retirement income. 

In this episode, Randy, Jake and Jeff discuss volatility, rates, and retirement. Also, whether you should invest when the market is at an all-time high, retirement mistakes you regret forever, and 5 Ronald Reagan  quotes for retirees to live by. 

In this episode Jake and Jeff discuss retirement planning for conservative investors, what to do with 401K money once you retire, Christian stewardship of money, and whether you should leave money to kids.  

In this episode, Randy, Jake, and Jeff discuss how the retirement playbook may be changing in 2026, common retirement misconceptions, common investing for retirement misconceptions, and what the Floyd Financial Group initial meeting really looks like. 

In this episode Jake and Jeff discuss market and economic headlines, mistakes that DIY investors don't realize they're making, are you on track for tax savings in 2026, and the 60/40 stock bond split - dead or misunderstood. 

In this episode Randy and Jeff discuss markets, politics, and retirement income. Also why so many people are delaying retirement, rebalancing your portfolio near and in retirement, and retirement planning questions everyone should consider. 

In this episode Jake and Jeff discuss markets, inflation, and what retirees should do in 2026. Also 5 retirement risks that did not exist 20 years ago, how to prepare for potential inflation this spring, and 7 risks your retirement plan must address. 

In this episode Randy, Jake, and Jeff discuss what's your investment plan, estate planning, and what the Floyd Financial Group review looks like. 

In this episode Jake and Jeff discuss current event headlines, top retirement concerns being discussed online right now, last minute money moves to make before year end, and what the Floyd Financial Group complimentary review looks like. 

In this episode Randy, Jake, and Jeff discuss current event headlines, holiday market fears, who hates taxes, and protecting spouses, the most overlooked risk in retirement planning. 

In this episode Randy, Jake, and Jeff answer the top questions asked of Floyd Financial Group. 

In this episode Randy, Jake, and Jeff discuss current event headlines, social security's new retirement age, AI stocks in your retirement portfolio, and how to retire confidently without a pension. 

In this episode Jake and Jeff discuss current event headlines, what you may be missing from your retirement portfolio, the first rule of retirement rule, and retirement moves to make before year end. 

In this episode Randy, Jake, and Jeff discuss current event headlines, 5 ways to lower your risk in retirement, gifting while you're still alive, and  why it's hard to have a successful retirement without a plan of record. 

In this episode Jake and Jeff discuss current events, 7 signs your retirement plan may not be right for you, capital gains taxes and how they affect your retirement income, and Warren Buffet quotes  explained. 

In this episode Randy and Jeff discuss current events, what to watch for before you do your IRA to Roth conversion, alternative investments, and 
life changes - so should your estate plan. 

In this episode Jake and Jeff discuss current economic events, 5 retirement traps you can't afford to fall into, 240 paychecks in retirement, and how to retire early. 

In this episode randy, Jake, and Jeff discuss current events, tax-smart investment strategies for those nearing retirement, life events that can trigger liquidity issues, and financial moves to make before year's end. 

In this episode, Randy, Jake, and Jeff discuss current events, where to put money now that the Fed ha cut rates, whether your money can outlive you, and phasing into retirement. 

In this episode, Randy, Jake, and Jeff discuss Charlie Kirk, his legacy and what direction the country may be turning to now. Also how to prepare for falling interest rates. 

In this episode Randy, Jake, and Jeff discuss current events, 10 investing mistakes to avoid , rebalancing ahead of during retirement, and the die with zero rule in retirement. 

In this episode Jake and Jeff discuss current events, 5 step to take now if you're retiring in 5 years, tactical Roth conversions - why2025 to 2028 is a critical window, and how to use annuities for retirement paychecks. 

In this episode Randy, Jake, and Jeff discuss current events, 6 popular investments for retirees - when do they make sense and when to stay away. Also 5 blind spots that could derail your retirement, and the reality of retirement. 

In this episode Randy, Jake, and Jeff discuss the top 10 questions we get at Floyd Financial Group. 

In this episode Randy and Jeff discuss current events, the 5 pillars of a truly aligned financial plan, social security turning 90 years old, and things to consider of you're planning on an early retirement. 

In this episode Jake and Jeff discuss current economic events, the state of the economy and what's in store for the remainder of the year, and how to handles risk in retirement. 

In this episode Randy, Jake, and Jeff discuss current events, strategies to make your retirement savings last 30+ years, cutting the blue wire before the tax bomb explodes, and the Floyd Financial Group initial meeting looks like. 

In this episode, Randy, Jake, and Jeff discuss current events, ways to structure income in retirement, what to do ig you lose your job just before you retire, and the difference between to national advisory chains and firms such as Floyd Financial Group. 

In this episode Jake and Jeff discuss current events and the One Big Beautiful Bill. 

In this episode Randy, Jake, and Jeff discuss current events, financial independence in retirement, creating a successful second half in life, and what the Floyd Financial 5-step retirement process.

In this episode Jake and Jeff discuss current events, retirement income planning, the 30 year retirement reality, and estate planning for the great wealth transfer. 

In this episode Randy, Jake, and Jeff discuss current events, what to expect during the first 5 years of retirement, the importance of 401Ks and IRAs, and 5 key pieces to solving the retirement puzzle. 

In this episode Randy,, Jake, and Jeff discuss the top 10 questions they get. 

In this episode Randy, Jake, and Jeff discuss current events, 6 cash-flow mistakes that baby-boomers are making with their retirement savings, why AI alone does not work for financial planning, and 6 effective strategies to keep your heirs from blowing their inheritance. 

In this episode Jake and Jeff discuss current economic events, 7 ways to reduce taxes on social security benefits, 6 ways to make your portfolio more income-focused in retirement, and the Floyd Financial Group 5-step review process. 

In this episode Randy, Jake, and Jeff discuss current events, the relationship between retirement and a health diagnosis, 5 key things retirees should be asking about their investment allocations, and 5 things to think about as you get closer to retirement. 

In this episode Jake and Jeff discuss current events, the best place to put your money if interest rates drop, retirement rules often taken out of context, and 5 financial blind spots to watch out for entering retirement. 

In this episode Randy, Jake, and Jeff discuss Trump's first 100 days in office, Trumps impact on your finances, whether you really need annuities in your portfolio for safe income, and the 5 biggest threats to a successful retirement. 

In this episode randy, Jake, and Jeff discuss the consumer confidence index, the case for equities in your portfolio, the rule of 100, and long term care options. 

In this episode Jake and Jeff discuss current events, retirement mistakes to avoid, essentials in a successful retirement plan, and how Floyd Financial Group, and independent  advisor  compares to the national chains.