Podcast Episodes
Back to SearchThe Power of Zero: Types of Annuities
Episode 102
In this episode, Johnnie continues his “Power of Zero” series by exploring how fixed index annuities fit into a retirement strategy. Johnnie explains…
2 months, 4 weeks ago
The Power of Zero as a Retirement Mindset
Episode 101
In this episode, Johnnie discusses the importance of mindset in retirement planning and how outdated beliefs about financial tools can limit retireme…
3 months ago
The Power of Zero: Life Insurance (Death Benefit / Living Benefits: Loans, Tax Free Income)
Episode 100
In this episode, Johnnie continues his Power of Zero series by exploring how life insurance can play a major role in retirement planning. Beyond the …
3 months, 1 week ago
The Power of Zero: Your 59 1/2 Birthday is more important than you may realize
Episode 99
In this episode, Johnnie discusses why age 59½ is such a pivotal milestone in retirement planning. He explains how this “half birthday” allows many p…
3 months, 2 weeks ago
The Power of Zero: Traditional IRA & Roth
Episode 98
In this episode, Johnnie breaks down the “three bucket” approach to retirement planning: taxable, tax-deferred, and tax-free. He explains why so many…
3 months, 3 weeks ago
The Power of Zero with Giving Money to Your Kids
Episode 97
In this episode, Johnnie explains how the “Power of Zero” applies to gifting money to children and grandchildren. He outlines the IRS rules that allo…
4 months ago
The Power of Zero with Annuities - No Loss / No Taxes / No Worries
Episode 96
In this episode, Johnnie breaks down the concept of “The Power of Zero” and how it applies to annuities. He explains why eliminating losses and minim…
4 months, 1 week ago
How do Taxes Affect Estate Planning with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
Episode 95
In this episode, the conversation turns to estate planning and the tax implications of passing down wealth. Johnnie and Shelly explain how inherited …
4 months, 2 weeks ago
Is 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 …
4 months, 3 weeks 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…
5 months ago