Eric Johns CFP®, EA, MBA with Equilibrium Financial Planning

Accessible Finance For Retirement

Business EN ↓ 90 episodi

Join us each week as we, Eric Johns CFP®, EA, MBA, and Rachael Johns, J.D., take on the world of finance with a fresh, approachable perspective. As spouses and business partners, we’re here to answer your questions, tackle real-life scenarios, and break down complex financial topics in a way that leaves you saying, "I get it now."Whether you're just starting your financial journey or looking to deepen your understanding, our warm and engaging conversations are designed to make finance accessible to everyone. Start your path to financial clarity with us and visit us at Equilibriumfp.com!

Visita il sito del podcast e sostieni chi lo crea: equilibriumfp.com

Autore

Eric Johns CFP®, EA, MBA with Equilibrium Financial Planning

Categoria

Business

Sito del podcast

equilibriumfp.com

Ultimo episodio

27 ott 2025

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Episodi

Accessible Finance Episode 15: How Can You Make Your Cash Work For You and What Are Your Options? 13.11.2023

If you have questions or topics you'd like us to incorporate into our podcast, please direct them to Podcast@equilibriumfp.com or visit us on our website at  ⁠⁠equilibriumfp.com⁠⁠ . If you are interested in a free, personalized assessment of your financial situation, please head here: ⁠⁠https://equilibriumfp.com/free-assessment⁠⁠ If you would like to reach out via phone, please call 504-229-24...

Accessible Finance Episode 14: What is the Landscape of the Financial Industry and How Can an RIA Help Me? 06.11.2023

If you have questions or topics you'd like us to incorporate into our podcast, please direct them to Podcast@equilibriumfp.com or visit us on our website at  ⁠⁠equilibriumfp.com⁠⁠ . If you are interested in a free, personalized assessment of your financial situation, please head here: ⁠⁠https://equilibriumfp.com/free-assessment⁠⁠ If you would like to reach out via phone, please call 504-229-24...

Accessible Finance Episode 13: Listener Request - Finances as a Couple: To Divide or Not To Divide 29.10.2023

If you have questions or topics you'd like us to incorporate into our podcast, please direct them to Podcast@equilibriumfp.com or visit us on our website at  ⁠equilibriumfp.com⁠ . If you are interested in a free, personalized assessment of your financial situation, please head here: ⁠https://equilibriumfp.com/free-assessment⁠ If you would like to reach out via phone, please call 504-229-2494.

Accessible Finance Episode 12: I Contribute To A Retirement Account...Now What? 22.10.2023

If you have questions or topics you'd like us to incorporate into our podcast, please direct them to Podcast@equilibriumfp.com or visit us on our website at  ⁠equilibriumfp.com⁠ . If you are interested in a free, personalized assessment of your financial situation, please head here: ⁠https://equilibriumfp.com/free-assessment⁠ If you would like to reach out via phone, please call 504-229-2494.

Accessible Finance Episode 11: Life Insurance and How To Calculate Your Needs 15.10.2023

If you have questions or topics you'd like us to incorporate into our podcast, please direct them to Podcast@equilibriumfp.com or visit us on our website at  equilibriumfp.com . If you are interested in a free, personalized assessment of your financial situation, please head here: https://equilibriumfp.com/free-assessment If you would like to reach out via phone, please call 504-229-2494.

Accessible Finance Episode 10: How Much Do I Need To Retire & How Can I Figure That Out? 09.10.2023

If you have questions or topics you'd like us to incorporate into our podcast, please direct them to Podcast@equilibriumfp.com or visit us on our website at  equilibriumfp.com . If you are interested in a free, personalized assessment of your financial situation, please head here: https://equilibriumfp.com/free-assessment If you would like to reach out via phone, please call 504-229-2494.

Accessible Finance Ep9: What is a Roth IRA & Why Should I Care? 02.10.2023

If you have questions or topics you'd like us to incorporate into our podcast, please direct them to Rachael@equilibriumfp.com or visit us on our website at  equilibriumfp.com . If you are interested in a free, personalized assessment of your financial situation, please head here: https://equilibriumfp.com/free-assessment If you would like to reach out via phone, please call 504-229-2494.

Accessible Finance Ep8: When is Whole Life Insurance Appropriate? 25.09.2023

If you have questions or topics you'd like us to incorporate into our podcast, please direct them to Eric@equilibriumfp.com or visit us on our website at  equilibriumfp.com . If you are interested in a free, personalized assessment of your financial situation, please head here: https://equilibriumfp.com/free-assessment If you would like to reach out via phone, please call 504-229-2494.

Accessible Finance Ep7: Listening Request--Kid Interviews 18.09.2023

If you have questions or topics you'd like us to incorporate into our podcast, please direct them to Eric@equilibriumfp.com or visit us on our website at  equilibriumfp.com If you are interested in a free, personalized assessment of your financial situation, please head here: https://equilibriumfp.com/free-assessment

Accessible Finance Ep6: Lightning Round Part 2--Are These Terms Even Real? 11.09.2023

If you have questions or topics you'd like us to incorporate into our podcast, please direct them to Eric@equilibriumfp.com or visit us on our website at  equilibriumfp.com If you are interested in a free, personalized assessment of your financial situation, please head here: https://equilibriumfp.com/free-assessment

Accessible Finance Ep5: Lightning Round Part 1--Are These Terms Even Real? 04.09.2023

If you have questions or topics you'd like us to incorporate into our podcast, please direct them to Eric@equilibriumfp.com or visit us on our website at  equilibriumfp.com If you are interested in a free, personalized assessment of your financial situation, please head here: https://equilibriumfp.com/free-assessment

Accessible Finance Ep4: Kids & College--What Is A 529 Plan and When Should I Consider One? 27.08.2023

If you have questions or topics you'd like us to incorporate into our podcast, please direct them to Eric@equilibriumfp.com or visit us on our website at equilibriumfp.com If you are interested in a free, personalized assessment of your financial situation, please head here: https://equilibriumfp.com/free-assessment

Accessible Finance Ep3: Why Budgets Matter and How They Can Be (Relatively) Painless 21.08.2023

If you have questions or topics you'd like us to incorporate into our podcast, please direct them to Eric@equilibriumfp.com or visit us on our website at equilibriumfp.com If you are interested in a free, personalized assessment of your financial situation, please head here: https://equilibriumfp.com/free-assessment

Accessible Finance Ep2: Inflation, Debt, and Why You Should Ask For A Raise 13.08.2023

If you have questions or topics you'd like us to incorporate into our podcast, please direct them to Eric@equilibriumfp.com or visit us on our website at equilibriumfp.com If you are interested in a free, personalized assessment of your financial situation, please head here: https://equilibriumfp.com/free-assessment

Accessible Finance Ep1: What is a Financial Planner and When Might I Need One 05.08.2023

If you have questions or topics you'd like us to incorporate into our podcast, please direct them to: Eric@equilibriumfp.com

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