Retire at New Heights with Johnnie Roberts
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.
Episodes (132)
Optimizing Your 401(k) with Special Guest Hary Sastro
Retire at New Heights with Johnnie Roberts
Simplifying Your 401(k) with Special Guest: Hary Sastro
Retire at New Heights with Johnnie Roberts
How to Get $500/Hour Legal Advice for Much Less (Estate Planning Mini-Series Par...
Retire at New Heights with Johnnie Roberts
How a Living Trust Speaks for You When You Can’t (Estate Planning Mini-Series Pa...
Retire at New Heights with Johnnie Roberts
Avoiding the Room with No Windows (Estate Planning Mini-Series Part 2)
Retire at New Heights with Johnnie Roberts
The Government’s Plan for Your Estate vs. Your Own Plan (Estate Planning Mini-Se...
Retire at New Heights with Johnnie Roberts
The #1 Most Important Issue in Retirement (your paycheck)
Retire at New Heights with Johnnie Roberts
The Retirement Red Zone
Retire at New Heights with Johnnie Roberts
Mikey Likes It! What happens when you try something new.
Retire at New Heights with Johnnie Roberts
The Power of Zero: Types of Annuities
Retire at New Heights with Johnnie Roberts
The Power of Zero as a Retirement Mindset
Retire at New Heights with Johnnie Roberts
The Power of Zero: Life Insurance (Death Benefit / Living Benefits: Loans, Tax F...
Retire at New Heights with Johnnie Roberts
The Power of Zero: Your 59 1/2 Birthday is more important than you may realize
Retire at New Heights with Johnnie Roberts
The Power of Zero: Traditional IRA & Roth
Retire at New Heights with Johnnie Roberts
The Power of Zero with Giving Money to Your Kids
Retire at New Heights with Johnnie Roberts
The Power of Zero with Annuities - No Loss / No Taxes / No Worries
Retire at New Heights with Johnnie Roberts
How do Taxes Affect Estate Planning with special guest, Shelly Cioppa Founder of...
Retire at New Heights with Johnnie Roberts
Is a Roth Conversion the Right thing to do? with special guest, Shelly Cioppa Fo...
Retire at New Heights with Johnnie Roberts
How much can I put into a Roth or 401K? with special guest, Shelly Cioppa Founde...
Retire at New Heights with Johnnie Roberts
The Pros and Cons of a Tax Refund with special guest, Shelly Cioppa Founder of S...
Retire at New Heights with Johnnie Roberts
The $19,000 Tax Axe Strategy with special guest, Shelly Cioppa Founder of Sharp...
Retire at New Heights with Johnnie Roberts
When to take withdrawls from my retirement accounts with special guest, Shelly C...
Retire at New Heights with Johnnie Roberts
How the Big Beautiful Bill impacts Tax Planning with special guest, Shelly Ciopp...
Retire at New Heights with Johnnie Roberts
Sharpen Your Tax Axe with special guest, Shelly Cioppa, Founder of Sharp Edge Ta...
Retire at New Heights with Johnnie Roberts
The Power of Zero with Life Insurance
Retire at New Heights with Johnnie Roberts
The Power of Zero Mindset
Retire at New Heights with Johnnie Roberts
How Taxes Affect Income in Retirement
Retire at New Heights with Johnnie Roberts
Maximize Your Roth IRA before It's Too Late
Retire at New Heights with Johnnie Roberts
Planning for the Unplanned - Medicare, SS, Taxes, etc.
Retire at New Heights with Johnnie Roberts
Aunt IRMAA and her Rules
Retire at New Heights with Johnnie Roberts
Playing by the Rules
Retire at New Heights with Johnnie Roberts
Talking about the Mrs. - The Misses that are so common in retirement planning
Retire at New Heights with Johnnie Roberts
A Retirement Fund is NOT a Retirement Plan
Retire at New Heights with Johnnie Roberts
SERIES: Life Insurance - Inheriting money is not all it's cracked up to be - unl...
Retire at New Heights with Johnnie Roberts
SERIES: Life Insurance - How to Maximize Your Income & Minimize Your Taxes
Retire at New Heights with Johnnie Roberts
SERIES: Life Insurance - Not Counted as Income for Social Security Benefits
Retire at New Heights with Johnnie Roberts
SERIES: Life Insurance - Maximize Your Legacy Money Using Life Insurance
Retire at New Heights with Johnnie Roberts
SERIES: Life Insurance - Tax Free Income in Retirement
Retire at New Heights with Johnnie Roberts
SERIES: Life Insurance - Growth, Capital, Income
Retire at New Heights with Johnnie Roberts
SERIES: Life Insurance - The Types of Insurance to Consider
Retire at New Heights with Johnnie Roberts
Legacy Planning in the Spirit of Christmas
Retire at New Heights with Johnnie Roberts
SERIES: Annuities - Upside Participation with Downside Protection
Retire at New Heights with Johnnie Roberts
SERIES: Annuities - Receive a Pay Raise and Beat Inflation
Retire at New Heights with Johnnie Roberts
SERIES: Annuities - Paying for Long-term Healthcare
Retire at New Heights with Johnnie Roberts
SERIES: Annuities - Guaranteed Income for Life: Income Riders
Retire at New Heights with Johnnie Roberts
SERIES: Annuities - Types of Annuities
Retire at New Heights with Johnnie Roberts
SERIES: Annuities - Overview and Variable Annuities
Retire at New Heights with Johnnie Roberts
Guaranteed Retirement Income - Life Ins, FIAs, Pensions
Retire at New Heights with Johnnie Roberts
Providing for Your Spouse After You Die
Retire at New Heights with Johnnie Roberts
How NOT to Leave Money to Your Family
Retire at New Heights with Johnnie Roberts