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SERIES: Annuities - Overview and Variable Annuities


Episode 65


In this episode, retirement planning expert Johnnie Roberts shares about one of the best vehicles you can use to create guaranteed income for life. Every situation is different, and Johnnie helps you…


Published on 2 months, 1 week ago

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Guaranteed Retirement Income - Life Ins, FIAs, Pensions


Episode 64


In this episode, retirement planning expert Johnnie Roberts shares about the importance of having a guaranteed income in retirement. Many people head into retirement with concerns about the market. L…


Published on 2 months, 2 weeks ago

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Providing for Your Spouse After You Die


Episode 63


In this episode, retirement planning expert Johnnie Roberts shares what you can do to make sure your spouse has enough income after ou pass away. This is a must-listen to episode that will help you t…


Published on 2 months, 3 weeks ago

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How NOT to Leave Money to Your Family


Episode 62


In this episode, retirement planning expert Johnnie Roberts shares the rules and guidelines and principles you need to know to protect your heirs from paying too much in taxes on inherited money. Thi…


Published on 3 months ago

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The Big Beautiful Bill and How It May Affect Your Retirement Part 2


Episode 61


In this episode, retirement planning expert Johnnie Roberts shares even more about OBBBA and how it impacts your retirement plan. The 2017 Tax Bill was extended, and this can be a huge win if you hav…


Published on 3 months ago

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The Big Beautiful Bill and How It May Affect Your Retirement


Episode 60


In this episode, retirement planning expert Johnnie Roberts shares some helpful insights on the OBBBA and how it may affect your retirement. The Social Security aspect of the OBBBA is very important,…


Published on 3 months, 1 week ago

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Medicare for Retirement - The Alphabet Soup of Medicare - Part 2


Episode 59


In this episode, retirement planning expert Johnnie Roberts dives deeper into Medicare for Retirement with Medicare expert, Steve Ahonen. This episode explores Part C and Part D. After listening to t…


Published on 3 months, 2 weeks ago

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Medicare for Retirement - The Alphabet Soup of Medicare


Episode 58


In this episode, retirement planning expert Johnnie Roberts discusses the Alphabet Soup of Medicare with Medicare expert Steve Ahonen. Medicare is loaded with letters -Part A, Part B, Part C, and Par…


Published on 3 months, 3 weeks ago

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Medicare for Retirement - When Do I Enroll and Why?


Episode 57


In this episode, retirement planning expert Johnnie Roberts talks with Medicare expert Steve Ahonen about when the right time is to enroll for Medicare. Steve shares with you the #1 question that tri…


Published on 4 months ago

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Medicare for Retirement with Special Guest, Steve Ahonen


Episode 56


In this episode, retirement planning expert Johnnie Roberts brings a friend to the show. Medicare expert Steve Ahonen is part of Johnnie's team and understands the ins and outs of Medicare for retire…


Published on 4 months, 1 week ago





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