Podcast Episodes
Back to SearchSERIES: Life Insurance - Inheriting money is not all it's cracked up to be - unless it's coming from Life Insurance
Episode 78
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, 1 week ago
SERIES: Life Insurance - How to Maximize Your Income & Minimize Your Taxes
Episode 77
In this episode, Johnnie explains how life insurance fits alongside market accounts and Roth money. He shows how death benefits can replace a lost So…
2 months, 2 weeks ago
SERIES: Life Insurance - Not Counted as Income for Social Security Benefits
Episode 76
In this episode, Johnnie breaks down how permanent life insurance can act like “equity in your financial house.” He explains how policy loans from pr…
2 months, 3 weeks ago
SERIES: 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 c…
3 months 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 o…
3 months, 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 v…
3 months, 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 (…
3 months, 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)…
4 months 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 …
4 months, 1 week 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. Gettin…
4 months, 1 week ago