Podcast Episodes
Back to SearchThe 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…
5 months, 1 week 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…
5 months, 2 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…
5 months, 3 weeks 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…
5 months, 4 weeks 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…
6 months 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…
6 months, 2 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…
6 months, 3 weeks 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…
6 months, 4 weeks ago
Maximize Your Roth IRA before It's Too Late
Episode 84
In this episode, Johnnie breaks down what a Roth IRA is, why tax-free growth matters, and how you can still make a prior-year Roth contribution up to…
7 months ago
Planning for the Unplanned - Medicare, SS, Taxes, etc.
Episode 83
In this episode, Johnnie explains why retirement planning isn’t just about expected milestones, but also about preparing for unexpected events. Using…
7 months, 1 week ago