Podcast Episodes
Back to SearchWhy Are Annuities Bad???
Episode 18
Did Grandpa say "Never buy an Annuity!"??? Retirement Expert, Johnnie Roberts, shares why your grandpa said that, and why he may say something differ…
1 year, 4 months ago
Tax Free Retirement Distribution
Episode 17
Why do some people say, "Don't buy life insurance?" In this episode, Retirement Expert Johnnie Roberts debunks some of the myths and misconceptions a…
1 year, 4 months ago
Life Insurance - Living Benefits / LTC / Inheritance
Episode 16
How can you pay for Long-term Care with Life Insurance? A properly structured life insurance policy can provide many benefits while you are still ali…
1 year, 4 months ago
Life Insurance for Retirement Planning
Episode 15
How to leave a Tax Free Inheritance to your grandkids. Retirement planning expert, Johnnie Roberts, shares when life insurance can be a good vehicle …
1 year, 4 months ago
Roth Conversion & Taxes
Episode 14
What is a Roth Conversion, who can do it, and when is the best time? Listen to Retirement Tax Espert Heather Schreiber explain this hot topic so you …
1 year, 5 months ago
Rules of the Roth
Episode 13
When is a Roth distribution Tax-Free??? How can you move from Taxable to Tax-Free?? Retirement Tax Expert Heather Schreiber explains in plain languag…
1 year, 5 months ago
Roth vs Traditional
Episode 12
Tax-free income using a Roth IRA is possible if you structure your retirement properly. In this episode, Retirement Tax Expert Heather Schreiber expl…
1 year, 5 months ago
How Taxes Impact Retirement & Income
Episode 11
Retirement Tax expert, Heather Schreiber, joins Johnnie to unpack the difference between the two types of IRAs and how taxes impact your retirement. …
1 year, 5 months ago
The 3 Buckets of Money
Episode 10
There are only three types of money when you look at retirement: pre-tax, post-tax, and tax-free. In this episode, retirement planning expert Johnnie…
1 year, 6 months ago
The 3-Legged Stool
Episode 9
Retiring on a three-legged stool is the best situation you can achieve. Unfortunately, many retirees today only have two legs on their stools. In thi…
1 year, 6 months ago