Podcast Episodes
Back to SearchMoney is NOT a Retirement Plan
Episode 34
Regardless of the size of your nest egg, money is not a retirement plan. Listen as Johnnie talks about why money is not a retirement plan and how you…
1 year, 4 months ago
Taxed, Tax Deferred, Tax FREE
Episode 33
Knowing the 3 types of money is important to plan your retirement properly. All of your money is in 1 of these 3 buckets of money. How you access the…
1 year, 4 months ago
Your Silent Business Partner (Uncle Sam)
Episode 32
Everyone has a partner in retirement. If you don't plan properly, your partner will take his unfair share of your retirement money. Listen to this ep…
1 year, 4 months ago
Social Security Planning & How Taxes Affect This
Episode 31
WHEN you begin taking Social Security is vital to your retirement planning. Without proper planning, your tax liability could eat up much of your ret…
1 year, 4 months ago
The Hidden Features of Annuities
Episode 30
$95.9 Billion. That's how much money was placed into Fixed Indexed Annuities in 2023. In 2024, that number is expected to be $142 Billion. Why? Becau…
1 year, 5 months ago
A New Mindset on Annuities
Episode 29
Why does Johnnie believe an annuity is a great option for many people in retirement? Listen to this episode and you'll understand how annuities have …
1 year, 5 months ago
The Hidden Features of Life Insurance
Episode 28
Life insurance is like a Swiss Army Knife in that there are many hidden features that you can use without dying. There are multiple "living benefits"…
1 year, 5 months ago
A New Mindset on Life Insurance
Episode 27
Life Insurance is not what it used to be. Now you can "bundle" many things into a life insurance policy. In this episode, retirement planning expert,…
1 year, 5 months ago
The Swiss Army Knife of Retirement
Episode 26
One tool with multiple uses can help you plan for retirement. Retirement planning expert Johnnie Roberts shares how life insurance and annuities func…
1 year, 5 months ago
The Purpose of Your Money
Episode 25
Money is a tool for your retirement. Different types of money in retirement have different purposes. In this episode, Retirement Planning Expert John…
1 year, 6 months ago