Welcome to the Retire at New Heights podcast with financial expert and author Johnnie Roberts.
Each episode features helpful insights, practical tips and reliable strategies to help make your retirement as enjoyable as possible.
Enjoy listening as co-host Michael DeLon talks with Johnnie Roberts about Securing Your Incredible Future with a Retirement Shield.
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 als…
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 benefi…
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. List…
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 …
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 re…
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…
$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 m…
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 gener…
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.…
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. List…
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 …
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 b…
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 advis…