
Episode 86
The Power of Zero Mindset
Retire at New Heights with Johnnie Roberts
February 20, 202611m 39s
Audio is streamed directly from the publisher (cdn.simplecast.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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 avoid losses during market downturns. He explains how taxes can change dramatically for a surviving spouse (from married filing jointly to single), why that can make the same dollar amount “worth less,” and how protecting against market drops becomes more important as your time horizon shrinks.