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Retire at New Heights with Johnnie Roberts

Retire at New Heights with Johnnie Roberts

110 episodes — Page 3 of 3

Ep 10The 3 Buckets of Money

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.

Sep 6, 202413 min

Ep 9The 3-Legged Stool

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.

Aug 30, 202411 min

Ep 8Accumulation vs Distribution

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.

Aug 23, 202413 min

Ep 7Outliving Your Money

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.

Aug 16, 202412 min

Ep 6Your Purpose in 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.

Aug 9, 202414 min

Ep 5Long-Term Care Shield

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.

Aug 2, 202414 min

Ep 4The Tax Shield

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.

Jul 26, 202413 min

Ep 3The Social Security Shield

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.

Jul 19, 202414 min

Ep 2The Income Shield

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.

Jul 12, 202414 min

Ep 1Who is Johnnie Roberts?

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.

Jul 5, 202412 min