Show Me The Money

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. 

In this episode Jake and Jeff discuss current events, how to handle market losses in your 401K if you're close to retirement, planning for long term care, and what to expect in your complimentary initial consultation. 

In this episode Jake and Jeff discuss whether you should buy the dip or stay the course, two-thirds of investors are worried they'll outlive their assets, 6 investment choices and what they can offer you, and a late-start investment plan. 

In this episode Jake and Jeff signs that your annuity may be wrong for you, mistakes people make with their 401Ks, the realities of spousal risk in retirement, and 5 retirement planning myths that could hold you back. 

In this episode Randy, Jake, and Jeff discuss whether an economic recession is looming, why many older adults lack financial literacy, tax topics every retiree should know about, and MYGA's, what are they and how are they used. 

In this encore performance of Show Me The Money, Randy, Jake, and Jeff discuss income planning, social security, 5 keys to retirement planning, and what to expect in the initial meeting. 

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

In this episode Jake and Jeff talk about current events, reasons why your taxes may be higher in retirement, alternative investments, and 6 people you need to talk to before retiring. 

In this episode Randy, Jake, and Jeff discuss current events, 7 retirement myths, answers to questions about IRAs, 401Ks, and Annuities, and how to know if you're prepared for retirement. 

In this episode Randy, Jake, and Jeff discuss the worst retirement mistakes to avoid at all costs and the purpose of money. 

In this episode, Randy, Jake, and Jeff discuss beginning and end of year financial tasks to take care of, whether cash flow or income is more important, and investment withdrawal strategies for retirement. 

In this episode Jake and Jeff discuss investment opportunities and threats in 2025, what retirees need to understand about income in retirement, and how to plan for retirement when so much is unknown about the future. 

In this episode Randy, Jake, and Jeff discuss current events, the best way to take withdrawals in retirement, estate taxes, and what the initial consultation with Floyd Financial Group looks like. 

In this episode Randy, Jake, and Jeff discuss whether the bull market will continue into 2025, ways to generate income in retirement, how the IRS taxes different income sources, and things you'll spend more on in retirement. 

In this episode, Jake and Jeff discuss how Trump's return will weigh on the markets, the two rate cuts expected for 2025, and retirement planning myths that could hold you back. 

In this episode Randy and Jeff discuss the future of social security, historically low taxes, and what the initial consultation looks like. 

In this episode Randy, Jake, and Jeff discuss the mysterious drones, Jim Carrey running out of money, Trump policies and your retirement, and the building block of investing. 

In this episode Jake and Jeff discuss current events, the market, cryptocurrency, and the 5 pillars fo financial planning. 

In this episode Randy and Jeff discuss end of year markets, is it time to sell, Trump tariffs, and 12 retirement planning questions to consider. 

In this episode, Jake and Jeff discuss holiday shopping, what happens to your 401K when you leave your job, how to calculate your social security break-even age, and what it looks like when you come in to Floyd Financial for your initial visit. 

In this episode Randy , Jake, and Jeff discuss Trump's cabinet picks, tax planning, tax changes, and the 5 tax deadlines you need to remember before 2025. 

In this episode Jake Floyd discusses the market and bitcoin's response to the Trump victory. Also, the effects of deregulation, tariffs, and a financial year-end checklist.