Podcast Episodes
Back to SearchSERIES: Life Insurance - Maximize Your Legacy Money Using Life Insurance
Episode 75
In this episode, Johnnie shows how single-premium policies can turn earmarked cash (e.g., grandkids’ gifts) into a larger, tax-free legacy. He also covers accelerated benefit riders that transform de…
Published on 7 hours ago
SERIES: Life Insurance - Tax Free Income in Retirement
Episode 74
In this episode, Johnnie dives into max-funding IUL within MEC limits, positioning it alongside 401(k)s and Roths. They outline turning on a stream of policy loans in retirement and preview why tax-f…
Published on 1 week ago
SERIES: Life Insurance - Growth, Capital, Income
Episode 73
Johnnie explains borrowing against cash value (infinite-banking style) and how indexed universal life (IUL) credits growth with downside protection via a 0% floor. Michael shares practical examples—f…
Published on 2 weeks ago
SERIES: Life Insurance - The Types of Insurance to Consider
Episode 72
In this episode, Johnnie frames life insurance as a planning tool—not a bill—and breaks down whole life (permanent guarantees and cash value), term (low-cost, time-bound protection), and universal li…
Published on 3 weeks ago
Legacy Planning in the Spirit of Christmas
Episode 71
In this episode, retirement planning expert Johnnie Roberts shares from the Bible how we can leave a legacy to your children's children (Proverbs 13). There are many ways to do this that you'll learn…
Published on 4 weeks ago
SERIES: Annuities - Upside Participation with Downside Protection
Episode 70
In this episode, retirement planning expert Johnnie Roberts shares how a Fixed Indexed Annuity can provide you with growth when the markets go up as well as protection when the market goes down. This…
Published on 1 month ago
SERIES: Annuities - Receive a Pay Raise and Beat Inflation
Episode 69
In this episode, retirement planning expert Johnnie Roberts shares how to make sure your income during retirement will keep up with inflation. Getting a pay raise in retirement is possible. Listen to…
Published on 1 month, 1 week ago
SERIES: Annuities - Paying for Long-term Healthcare
Episode 68
In this episode, retirement planning expert Johnnie Roberts shares how you can pay for long-term healthcare with a rider on an annuity. By planning properly you'll be able to Retire at new heights. L…
Published on 1 month, 2 weeks ago
SERIES: Annuities - Guaranteed Income for Life: Income Riders
Episode 67
In this episode, retirement planning expert Johnnie Roberts shares about how an annuity pays you an income every money for the rest of your life. Many annuities have a "rider" that allows you to bene…
Published on 1 month, 3 weeks ago
SERIES: Annuities - Types of Annuities
Episode 66
In this episode, retirement planning expert Johnnie Roberts shares the inside scoop on annuities. As you listen to this episode, you'll gain a much better understanding of how Fixed and Fixed-Indexed…
Published on 2 months ago