On this episode Jake and Jeff discuss how to master the retirement trifecta - cash flow, longevity risk, and tax efficiency. Also how 401K savers have triggered a big market shift, mutual funds or an ETF - which is better for your retirement, and what happens if you die without a will in Missouri.

In this episode Randy, Jake, and Jeff discuss whether you can retire this year. Also, June retirement moves, 2026 retirement rule changes, and does a MYGA, CD, mutual fund or money market belong in your portfolio?

In this episode Randy, Jake, and Jeff discuss retirement planning for the conservative investor. Also, what to do with a large 401K, Christian stewardship with money, and leaving money to kids versus spending it.

In this episode Randy and Jake discuss the 5 years before retirement, the retirement tax bomb, what if you're forced into early retirement, and gifting to adult children.

In this episode Jake and Jeff discuss the retirement squeeze - why it still feels tight. Also target date funds - set it and forget it or not. Then retirement mistakes people realize when it's too late, and whether you should tap into your home equity.

In this episode Randy, Jeff, and Jake discuss today's market and political news. risk tolerance vs. risk capacity, retirement account mistakes that send money to the wrong people, and retirement problems you can't fix alone.

In this episode Jake and Jeff discuss retirement in a higher risk world - what you need to know now. Also 6 fixed index annuity myths busted, Roth conversions, and is your 401K on track to hit your retirement number?

In this episode Randy, Jake, and Jeff discuss inflation, rates, and risk - why retirement just got harder. Also, how do you know where you stand in retirement, the 7 investment behaviors that hurt retirees the most, and what the first meeting with Floyd Financial looks like.