Podcast Episodes
Back to SearchEnd of Year Tax Planning
Episode 22
You should begin your Tax Planning now so you'll be in better shape at the end of the year. Retirement planning expert, Johnnie Roberts, shares a new…
1 year, 9 months ago
Dying Isn't the Worst Thing in Life
Episode 21
What would happen to your income and family if you had a stroke or other catastrophic illness? On this episode, retirement planning expert Johnnie Ro…
1 year, 9 months ago
Retirement Cruise Control: Knowing What You Will Earn Every Year
Episode 20
Focusing on solving your income in retirement is most important. Retirement Planning Expert, Johnnie Roberts talks about how you can make sure you ha…
1 year, 9 months ago
Annuities and What They Can Do
Episode 19
Retirement planning expert Johnnie Roberts explains what an annuity is and how you can benefit by having one as part of your retirement plan. Johnnie…
1 year, 10 months ago
Why Are Annuities Bad???
Episode 18
Did Grandpa say "Never buy an Annuity!"??? Retirement Expert, Johnnie Roberts, shares why your grandpa said that, and why he may say something differ…
1 year, 10 months ago
Tax Free Retirement Distribution
Episode 17
Why do some people say, "Don't buy life insurance?" In this episode, Retirement Expert Johnnie Roberts debunks some of the myths and misconceptions a…
1 year, 10 months ago
Life Insurance - Living Benefits / LTC / Inheritance
Episode 16
How can you pay for Long-term Care with Life Insurance? A properly structured life insurance policy can provide many benefits while you are still ali…
1 year, 10 months ago
Life Insurance for Retirement Planning
Episode 15
How to leave a Tax Free Inheritance to your grandkids. Retirement planning expert, Johnnie Roberts, shares when life insurance can be a good vehicle …
1 year, 11 months ago
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, 11 months ago
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, 11 months ago