Podcast Episodes
Back to SearchSharpen Your Tax Axe with special guest, Shelly Cioppa, Founder of Sharp Edge Tax Solutions
Episode 88
In this episode, Johnnie Roberts introduces tax professional Shelly Cioppa and kicks off a mini-series focused on retirement tax planning. The conver…
16 hours ago
The Power of Zero with Life Insurance
Episode 87
In this episode, Johnnie and Michael discuss how life insurance can create “power of zero” outcomes—especially through tax-free death benefits and (f…
1 week ago
The Power of Zero Mindset
Episode 86
In this episode, Johnnie introduces the “Power of Zero” mindset: building parts of your plan so you can pay zero taxes on key income streams and avoi…
2 weeks ago
How Taxes Affect Income in Retirement
Episode 85
In this episode, Johnnie explains that “income” isn’t the real number—after-tax income is. He walks through how traditional retirement withdrawals, R…
3 weeks ago
Maximize Your Roth IRA before It's Too Late
Episode 84
In this episode, Johnnie breaks down what a Roth IRA is, why tax-free growth matters, and how you can still make a prior-year Roth contribution up to…
1 month ago
Planning for the Unplanned - Medicare, SS, Taxes, etc.
Episode 83
In this episode, Johnnie explains why retirement planning isn’t just about expected milestones, but also about preparing for unexpected events. Using…
1 month ago
Aunt IRMAA and her Rules
Episode 82
Johnnie explains IRMAA (Income-Related Monthly Adjustment Amount) and how it increases Medicare Part B and Part D premiums for higher-income retirees…
1 month, 1 week ago
Playing by the Rules
Episode 81
This episode focuses on the “rules of the game” in retirement. Johnnie explains how different rules apply at different ages and income levels, and ho…
1 month, 2 weeks ago
Talking about the Mrs. - The Misses that are so common in retirement planning
Episode 80
In this episode, Johnnie breaks down the most common “misses” people make as they approach retirement. He explains why focusing only on account bala…
1 month, 3 weeks ago
A Retirement Fund is NOT a Retirement Plan
Episode 79
In this episode, Johnnie walks through what really happens when heirs inherit IRAs and other taxable accounts—and why that can lead to big tax bills.…
2 months ago