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.