Podcast Episodes

Roth Conversion & Taxes

Episode 14

What is a Roth Conversion, who can do it, and when is the best time? Listen to Retirement Tax Espert Heather Schreiber explain this hot topic so you …

1 year, 8 months ago

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Rules of the Roth

Episode 13

When is a Roth distribution Tax-Free??? How can you move from Taxable to Tax-Free?? Retirement Tax Expert Heather Schreiber explains in plain languag…

1 year, 8 months ago

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Roth vs Traditional

Episode 12

Tax-free income using a Roth IRA is possible if you structure your retirement properly. In this episode, Retirement Tax Expert Heather Schreiber expl…

1 year, 9 months ago

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How Taxes Impact Retirement & Income

Episode 11

Retirement Tax expert, Heather Schreiber, joins Johnnie to unpack the difference between the two types of IRAs and how taxes impact your retirement. …

1 year, 9 months ago

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The 3 Buckets of Money

Episode 10

There are only three types of money when you look at retirement: pre-tax, post-tax, and tax-free. In this episode, retirement planning expert Johnnie…

1 year, 9 months ago

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The 3-Legged Stool

Episode 9

Retiring on a three-legged stool is the best situation you can achieve. Unfortunately, many retirees today only have two legs on their stools. In thi…

1 year, 9 months ago

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Accumulation vs Distribution

Episode 8

There are two phases in your financial life: the accumulation phase and the distribution face. Accumulation happens during your working years as you …

1 year, 10 months ago

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Outliving Your Money

Episode 7

One of the greatest fears of most retirees is outliving their money. In this episode, retirement planning expert Johnnie Roberts explains the concept…

1 year, 10 months ago

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Your Purpose in Retirement

Episode 6

What does the ideal retirement look like to you? How do you want to spend your time enjoying life? Listen in to see what retirement expert Johnnie Ro…

1 year, 10 months ago

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Long-Term Care Shield

Episode 5

Many people will need some type of long-term care during retirement. This can be a huge expense that could devastate your family. In this episode, yo…

1 year, 10 months ago

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