Retire at New Heights with Johnnie Roberts

In this episode, retirement planning expert Johnnie Roberts shares the rules and guidelines and principles you need to know to protect your heirs from paying too much in taxes on inherited money. Thi…

In this episode, retirement planning expert Johnnie Roberts shares even more about OBBBA and how it impacts your retirement plan. The 2017 Tax Bill was extended, and this can be a huge win if you hav…

In this episode, retirement planning expert Johnnie Roberts shares some helpful insights on the OBBBA and how it may affect your retirement. The Social Security aspect of the OBBBA is very important,…

In this episode, retirement planning expert Johnnie Roberts dives deeper into Medicare for Retirement with Medicare expert, Steve Ahonen. This episode explores Part C and Part D. After listening to t…

In this episode, retirement planning expert Johnnie Roberts discusses the Alphabet Soup of Medicare with Medicare expert Steve Ahonen. Medicare is loaded with letters -Part A, Part B, Part C, and Par…

In this episode, retirement planning expert Johnnie Roberts talks with Medicare expert Steve Ahonen about when the right time is to enroll for Medicare. Steve shares with you the #1 question that tri…

In this episode, retirement planning expert Johnnie Roberts brings a friend to the show. Medicare expert Steve Ahonen is part of Johnnie's team and understands the ins and outs of Medicare for retire…

In this episode, retirement planning expert Johnnie Roberts shares why it is vital to protect your money so that you KEEP more of it. Regardless of how much you SAVE, you need to have a plan to KEEP …

In this episode, retirement planning expert Johnnie Roberts shares why the number on your quarterly statement is not a proper retirement plan. You should have a purpose for your money in retirement, …

In this episode, retirement planning expert Johnnie Roberts shares how building wealth is like flying a plane. You start off full throttle, hit cruising speed, then slow down as you come in for a lan…

In this episode, retirement planning expert Johnnie Roberts shares why it's important to have both an offensive and defensive strategy. Winning in retirement is something you can plan for. Listen to …

In this episode, retirement planning expert Johnnie Roberts shares how retirement planning needs to address these three potential storms. Like Dorothy in Oz, you need to have the right direction and …

In this episode, retirement planning expert Johnnie Roberts shares how roller coasters impact your retirement. There are many new ways to accelerate your retirement without the concern of taking a ma…

When the storms of life come, you need to ensure your money is protected. In this episode, Johnnie Roberts shares how to create a lifeboat to protect your future and make your money last the rest of …

Craftsman® tools came with a Guaranteed Lifetime replacement policy. Your retirement plan should have a guaranteed income replacement policy. In this episode, Johnnie unpacks how you can create a gua…

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, so…

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 unpa…

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 RMD…