Jun 28, 2019

There are just certain things in life (and in the financial world) you shouldn’t place your trust in. We’ll cover a smattering of those “can’t trust” things on today’s show. Joel also gives us his perspective on the recent merger between Raytheon & United Technologies. Gas station sushi, Nigerian Princes,...

Jun 21, 2019

Be careful of making assumptions in retirement planning before you know the facts. Some of these assumptions could be correct, but they could just as likely be wrong… On today’s show, Joel Johnson will cover some of the common assumptions people make about retirement planning and he’ll point out the flaw in taking...

Jun 14, 2019

Should you do a 401(k) rollover to an IRA? What happens to your retirement accounts when you hit the magical age of 70 ½? How and when you withdraw money from your accounts makes an enormous difference to the overall success of your financial plan. On today’s podcast, Joel will walk us through some of the most...

Jun 7, 2019

You never know what might happen to you in retirement. After all, some things in life you just can't control. However, you can control how you plan for the unknown. Joel explains why you should control what you can to prepare yourself for those "life happens" moments in retirement.

What You'll Learn:

00:41 – A...