Retire at New Heights with Johnnie Roberts

Every craftsman has specific tools they use to create their masterpiece. Retirement planning is no different. Listen to this episode as retirement planning expert, Johnnie Roberts shares with you, some of the tools of the trade that he uses to help you retire at new heights.

A cruise ship has lifeboats to protect the passengers. Your retirement plan needs retirement lifeboats to protect your money. Listen to this episode as retirement planning expert Johnnie Roberts unpacks the concept of creating retirement lifeboats that give you safety and peace of mind for life.

Investing a little money now can turn into a LOT of money later. Listen to this episode to hear Johnnie explain how your "pot of gold" can be used for Income, college, Inheritance, and so much more.

When is a dollar not equal to a dollar? When it loses its value to taxes or inflation. In this episode, Johnnie explains how to leverage the money you do have to maximize your retirement.

What can you do with your RMDs??? This is a mandatory distribution that has tax ramifications that could impact your taxes and income. Listen to retirement expert Johnnie Roberts explain how your RMDs affect your retirement.

In this episode, Johnnie talks about how yard work relates to your retirement plan. This is a fun one that you will enjoy.

Qualifying for insurance today is easier than in years past. Listen to this episode and you'll better understand how you can qualify for life insurance even with a pre-existing condition. Johnnie also talks about how to pay for life insurance by using a simple reallocation system.

Life insurance has living benefits as well as death benefits. In this episode, Johnnie shares how many life insurance policies include coverage for Long-term care protection, accelerated death benefits, chronic illness, critical illness, and a few others. This is a fascinating conversation that is a must-listen.

Retirement planning expert, Johnnie Roberts, talks about how to determine how much life insurance you need at different points in your life. There are more things to consider than you may think. Listen to this episode and you'll be in a better position to Retire at New Heights.

Grandpa Johnnie shares many ways you can utilize life insurance to provide tax free income during retirement and pass a legacy on to future generations.

Johnnie explains the different types of insurance plus a story of how a client who recently became a widow used here policy to pay off her mortgage so she could keep her home.

In this episode, you'll learn how to create a GIANT Retirement. Listen as Johnnie explains how you can enjoy Guaranteed Income And No Taxes so you can Retire at New Heights.

In retirement, you need both offensive and defensive strategies. In this episode, Johnnie explains the strategies that surround money in the market and safe money alternatives.

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 can use your money to Retire at New Heights.

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 money in each bucket is different and can impact your retirement. Listen and learn how you can leverage the 3 buckets of money.

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 episode to see how you can disinherit your silent retirement partner.

WHEN you begin taking Social Security is vital to your retirement planning. Without proper planning, your tax liability could eat up much of your retirement. Listen to this episode to learn how taxes impact your Social Security.

$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? Because these provide so many benefits and relieve so much stress and worry for people in retirement. Listen as Johnnie shares why annuities may have a place in our retirement plan.

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 changed and why they may be able to help you generate guaranteed income for life.

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" with a properly structured life insurance policy. Listen to retirement planning expert, Johnnie Roberts, unpack a few of the most impactful aspects of life insurance.

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, Johnnie Roberts, explains how you can utilize life insurance to create a solid retirement plan.

One tool with multiple uses can help you plan for retirement. Retirement planning expert Johnnie Roberts shares how life insurance and annuities function like the Swiss Army Knife of Retirement. Listen to the insightful episode and you'll be well equipped to Retire at New Heights.

Money is a tool for your retirement. Different types of money in retirement have different purposes. In this episode, Retirement Planning Expert Johnnie Roberts talks about the different purposes of money. When you understand the different purposes of your money in retirement, you'll be better equipped to Retire at New Heights.

The younger you are the better you can plan for retirement. It's neer too early to talk with Johnnie about planning for a safe and secure retirement. Listen to this episode and you'll know why it's best to begin planning early so that you can Retire at New Heights.

The guy who brought you here may not be the same guy who will take you home. In this episode, retirement planning expert, Johnnie Roberts explains the difference between a traditional financial advisor and a retirement planner. Both have a role to play. Knowing when to make a change is what you'll learn in this episode.

You should begin your Tax Planning now so you'll be in better shape at the end of the year. Retirement planning expert, Johnnie Roberts, shares a new online tool you can use to determine how much you can save in taxes during retirement. Go to MyTaxReport.net, and in less than 5 minutes, you'll know how much money you'll pay in taxes. Then, schedule a call with Johnnie to see how you can make that number smaller.

What would happen to your income and family if you had a stroke or other catastrophic illness? On this episode, retirement planning expert Johnnie Roberts tells how his clients protect themselves and their families by following a Retirement Blueprint and using the proper tools.

Focusing on solving your income in retirement is most important. Retirement Planning Expert, Johnnie Roberts talks about how you can make sure you have guaranteed income every year in retirement. This gives you peace of mind, security, and the ability to live life in retirement like nobody else.

Retirement planning expert Johnnie Roberts explains what an annuity is and how you can benefit by having one as part of your retirement plan. Johnnie also explains The Retirement Blueprint & Toolbox that he uses with his clients to help them Retire at New Heights.

Did Grandpa say "Never buy an Annuity!"??? Retirement Expert, Johnnie Roberts, shares why your grandpa said that, and why he may say something different today. As you create a properly structured retirement plan, you should consider haivng an annuity as part of your Retirement Plan so you can Retire at New Heights with confidence, security and peace of mind (not to mention income every month for as long as you live).

Why do some people say, "Don't buy life insurance?" In this episode, Retirement Expert Johnnie Roberts debunks some of the myths and misconceptions about life insurance. If you want to protect and provide for your family with absolute peace of mind, listen to what Johnnie shares in this episode.

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 alive. When structured properly, life insurance gives you and your family Peace of Mind, Protection, and Security for life.

How to leave a Tax Free Inheritance to your grandkids. Retirement planning expert, Johnnie Roberts, shares when life insurance can be a good vehicle to use as part of your retirement plan. He talks about how you can use the "equity" to pay for grandkids college with life insurance and so much more.

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 will know if it is right for you.

When is a Roth distribution Tax-Free??? How can you move from Taxable to Tax-Free?? Retirement Tax Expert Heather Schreiber explains in plain language how you can do this as you properly plan for your retirement. This is a MUST listen to episode.

Tax-free income using a Roth IRA is possible if you structure your retirement properly. In this episode, Retirement Tax Expert Heather Schreiber explains the significant differences between a Traditional IRA and a Roth IRA. She also discusses RMDs and how to mitigate them.

Retirement Tax expert, Heather Schreiber, joins Johnnie to unpack the difference between the two types of IRAs and how taxes impact your retirement. Listen to this episode, and you'll have a better understanding of how you can utilize these strategies so you can Retire at New Heights.

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 Roberts explains the three types of money and why they are so important in creating a retirement plan that is safe and secure.

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 this episode, retirement planning expert Johnnie Roberts will explain how to create that third leg using a personal pension plan. This will guarantee you have income for life and be able to enjoy retiring at new heights.

There are two phases in your financial life: the accumulation phase and the distribution face. Accumulation happens during your working years as you head towards retirement day. Distribution begins on retirement day and lasts the rest of your life. Listen to this insightful conversation with retirement expert Johnnie Roberts to understand these two phases in your financial life.

One of the greatest fears of most retirees is outliving their money. In this episode, retirement planning expert Johnnie Roberts explains the concept behind the three-legged stool that our grandparents enjoyed and why retirees today normally only have a two-legged stool. This is a vital concept to understand as you begin planning your retirement.

What does the ideal retirement look like to you? How do you want to spend your time enjoying life? Listen in to see what retirement expert Johnnie Roberts says about finding purpose in retirement.

Many people will need some type of long-term care during retirement. This can be a huge expense that could devastate your family. In this episode, you'll learn how to plan for this possibility without draining all that you've worked so hard to save.

The government doesn't disappear during your retirement years. In fact, they are often more aggressive. Learn how you can plan today to lower your tax liabilities during your retirement years.

You've put money into Social Security for years. What's the best way to get it out without jeopardizing your future income? Listen to this episode to learn the many options you have and what steps you should take to maximize your Social Security benefits in retirement.

What's more important than having a large "nest egg" in retirement? Having a steady stream of lifetime income. When you have guaranteed income for life, you have peace of mind knowing you'll never have to work and that all of your bills will be paid. Now there's nothing wrong with a nest egg, but with market fluctuations and unpredictable taxes, your nest egg can shrink. Listen to retirement planning expert Johnnie Roberts explain more about how you can retire at new heights with a stream of guaranteed income for life.

Do you like to hear the backstory and understand the heartbeat behind what fuels someone's passion? Why do they do what they do? Then you should listen to this insightful interview and you'll soon know more than many close friends.