Podcast Episodes
Back to SearchIs a Roth Conversion the Right thing to do? with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
Episode 94
Johnnie and Shelly explain Roth conversions and why they’re gaining popularity. A Roth conversion allows individuals to move money from tax-deferred …
2 months, 1 week ago
How much can I put into a Roth or 401K? with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
Episode 93
This episode dives into contribution limits for retirement accounts and how to use them effectively. Shelly Cioppa explains the annual limits for Rot…
2 months, 2 weeks ago
The Pros and Cons of a Tax Refund with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
Episode 92
In this episode, Johnnie Roberts and Shelly Cioppa break down the truth behind tax refunds. While many people celebrate large refunds, Shelly explain…
2 months, 3 weeks ago
The $19,000 Tax Axe Strategy with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
Episode 91
In this episode, Johnnie explains how retirees can use annual gifting rules as a powerful tax-planning tool. The discussion highlights how this strat…
2 months, 4 weeks ago
When to take withdrawls from my retirement accounts with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
Episode 90
In this episode, Johhnie explores optimal withdrawal sequencing across taxable, tax-deferred, and tax-free accounts. Shelly explains why taxable acco…
3 months ago
How the Big Beautiful Bill impacts Tax Planning with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
Episode 89
In this episode, Johnnie explores tax law changes introduced in the “Big Beautiful Bill,” including additional deductions for retirees and adjustment…
3 months, 1 week ago
Sharpen 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…
3 months, 2 weeks 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…
3 months, 4 weeks 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…
4 months 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…
4 months, 1 week ago