The Retirement Red Zone
In this episode, Johnnie uses football analogies to explain the “Retirement Red Zone” — the years leading up to retirement when financial decisions become more critical. He discusses the importance of changing strategies...
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Retire at New Heights with Johnnie Roberts
Johnnie Roberts
FactSet U.S. Daily Market Preview
FactSet
Sales Gravy: Jeb Blount
Jeb Blount
Real Estate News Today | 2 Min News | The Daily News Now!
The Daily News Now!
Your Brand Amplified
Anika Jackson, Bleav
The Netty Life
DRN1
Fox Business Hourly Report
FOX News Podcasts
Happy Work - Management & bien-être au travail
Gaël Chatelain-Berry
What's Next｜科技早知道
声动活泼
People Soup
People Soup
Bob Proctor: The Science of Success
Bob Proctor
Soil Dynamics
Soil dynamics
Construction Brothers
Construction Brothers
Bloomberg News Now
Samejo
Organize 365 Podcast
Lisa Woodruff
Podcast de Vendas do Diego Maia
Diego Maia
The Kara Goldin Show
Kara Goldin
Global Market Insights - Forex, Futures, Stocks
XM.com
Hot Young Designers Club | Interior Design Business Podcast
Hot Young Designers Club
The Sales Evangelist
Donald C. Kelly
Being an Engineer
Aaron Moncur
Real Money Talks
Loral Langemeier
BetterWealth with Caleb Guilliams
BetterWealth Media
The Ramsey Show
Ramsey Network
The Create Unknown
Unknown Media & Studio71
iWork4Him PowerThought
Jim & Martha Brangenberg
She Coaches Coaches
Candy Motzek | Life & Business Coach
Action Academy | Millionaire Mentorship For Your Life & Business
Brian Luebben
The Efficient Advisor: Tactical Business Advice for Financial Planners
Libby Greiwe
Commodity Culture
Jesse Day
Faith In Your Recovery Podcast
Randy Davis
The Unforget Yourself Show
Mark and Katie
CoStar News Hotels
CoStar News Hotels
The Missing Middle Podcast
Cara Stern, Mike Moffatt, and Meredith Martin
MasilyJohn
MasilyJohn
Get Authentic with Marques Ogden
River Media Network
Deal Flow Friday
David Moghavem
Negocios
Retire at New Heights with Johnnie Roberts
Johnnie Roberts
Mikey Likes It! What happens when you try something new.
In this episode, Johnnie uses the classic “Mikey Likes It” cereal commercial as a humorous way to discuss why people often reject financial products before understanding them. Johnnie shares personal stories about expand...
The Power of Zero: Types of Annuities
In this episode, Johnnie continues his “Power of Zero” series by exploring how fixed index annuities fit into a retirement strategy. Johnnie explains the difference between risky and protected financial vehicles, using s...
The Power of Zero as a Retirement Mindset
In this episode, Johnnie discusses the importance of mindset in retirement planning and how outdated beliefs about financial tools can limit retirement success. Drawing from biblical principles and real-world examples, h...
The Power of Zero: Life Insurance (Death Benefit / Living Benefits: Loans, Tax Free Income)
In this episode, Johnnie continues his Power of Zero series by exploring how life insurance can play a major role in retirement planning. Beyond the traditional death benefit, he discusses living benefits, tax-free acces...
The Power of Zero: Your 59 1/2 Birthday is more important than you may realize
In this episode, Johnnie discusses why age 59½ is such a pivotal milestone in retirement planning. He explains how this “half birthday” allows many people to move retirement funds from employer-sponsored plans into more ...
The Power of Zero: Traditional IRA & Roth
In this episode, Johnnie breaks down the “three bucket” approach to retirement planning: taxable, tax-deferred, and tax-free. He explains why so many Americans focus heavily on traditional 401(k)s and IRAs, and why that ...
The Power of Zero with Giving Money to Your Kids
In this episode, Johnnie explains how the “Power of Zero” applies to gifting money to children and grandchildren. He outlines the IRS rules that allow individuals to give up to $19,000 per year (or $38,000 for married co...
The Power of Zero with Annuities - No Loss / No Taxes / No Worries
In this episode, Johnnie breaks down the concept of “The Power of Zero” and how it applies to annuities. He explains why eliminating losses and minimizing taxes are critical goals for retirees, and how fixed and indexed ...
How do Taxes Affect Estate Planning with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
In this episode, the conversation turns to estate planning and the tax implications of passing down wealth. Johnnie and Shelly explain how inherited tax-deferred accounts can create unexpected tax burdens for beneficiari...
Is a Roth Conversion the Right thing to do? with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
Johnnie and Shelly explain Roth conversions and why they’re gaining popularity. A Roth conversion allows individuals to move money from tax-deferred accounts into tax-free accounts by paying taxes now. With current tax a...
How much can I put into a Roth or 401K? with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
This episode dives into contribution limits for retirement accounts and how to use them effectively. Shelly Cioppa explains the annual limits for Roth IRAs, traditional IRAs, and 401(k)s, while Johnnie Roberts discusses ...
The Pros and Cons of a Tax Refund with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
In this episode, Johnnie Roberts and Shelly Cioppa break down the truth behind tax refunds. While many people celebrate large refunds, Shelly explains that they often represent an interest-free loan to the government. Th...
The $19,000 Tax Axe Strategy with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
In this episode, Johnnie explains how retirees can use annual gifting rules as a powerful tax-planning tool. The discussion highlights how this strategy can help retirees transfer wealth to children or grandchildren duri...
When to take withdrawls from my retirement accounts with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
In this episode, Johhnie explores optimal withdrawal sequencing across taxable, tax-deferred, and tax-free accounts. Shelly explains why taxable accounts are often used first during early retirement and how current tax d...
How the Big Beautiful Bill impacts Tax Planning with special guest, Shelly Cioppa Founder of Sharp Edge Tax Solutions
In this episode, Johnnie explores tax law changes introduced in the “Big Beautiful Bill,” including additional deductions for retirees and adjustments impacting overtime, tips, and standard deductions. Shelly explains ho...
Sharpen Your Tax Axe with special guest, Shelly Cioppa, Founder of Sharp Edge Tax Solutions
In this episode, Johnnie Roberts introduces tax professional Shelly Cioppa and kicks off a mini-series focused on retirement tax planning. The conversation highlights the importance of having a coordinated team approach,...
The Power of Zero with Life Insurance
In this episode, Johnnie and Michael discuss how life insurance can create “power of zero” outcomes—especially through tax-free death benefits and (for certain permanent policies) tax-advantaged cash value access. They c...
The Power of Zero Mindset
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 dram...
How Taxes Affect Income in Retirement
In this episode, Johnnie explains that “income” isn’t the real number—after-tax income is. He walks through how traditional retirement withdrawals, Roth conversions, and tax brackets interact, then shares a client exampl...