Retire at New Heights with Johnnie Roberts

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…

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…

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. Thi…

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 …

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 ret…

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 pr…

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…

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 a…

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 you…

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 Traditi…

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 u…

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…

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 Robe…

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 o…

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 grandparen…

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 withou…

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 yo…