Capital Clarity Radio with Andrew Johnsen

In this episode of Capital Clarity Radio, host Andrew Johnsen explores key financial topics including AI investing, oil market dynamics,  If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933 or click here to visit our website. retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time wor...

This week on Capital Clarity Radio Andrew Johnsen explores the latest investment themes including defense stocks, space exploration, and alternative investments. Learn how geopolitical tensions, technological advancements, and market dynamics influence portfolio strategies and opportunities.  If you have any questions concerning your retirement call Andrew Johnsen at Waterloo Capital at 800-5...

This episode explores the impact of higher interest rates on the economy, real estate, and retirement planning. Hosted by Andrew Johnsen, a fiduciary financial advisor, it covers strategies for adapting to the new normal, estate planning, and the upcoming wealth transfer.  If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933 or click here to visit our web...

This episode explores the current state of the financial markets, investor psychology, and strategic planning for retirement. Hosted by Andrew Johnsen, it offers insights into market trends, asset management, and the importance of professional guidance.  If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933 or click here to visit our website. retirement, i...

On this edition of Capital Clarity Radio with Andrew Johnsen:  Learn how annuities can offer predictable income for retirees, their benefits, and what to consider before investing. Perfect for individuals planning for retirement. As more retirees seek reliable sources of income, **annuities** are gaining popularity. But why are these investment vehicles becoming a go-to solution for those in...

In this episode of Capital Clarity Radio, Andrew Johnsen discusses essential retirement planning strategies, including income protection, long-term care, and life insurance after 60. Andrew explores how to create dependable income streams, protect assets, and plan for legacy and healthcare costs to ensure a secure retirement.  If you have any questions concerning your retirement call Waterloo...

In this episode, Andrew Johnsen discusses innovative retirement strategies, including direct indexing and active portfolio management, to help listeners optimize their financial future. Topics include tax reduction, income planning, and the importance of professional guidance.  If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933 or click here to visit ou...

On this episode of Capital Clarity Radio, host Andrew Johnsen welcomes guest Crystal Reed. You can find them right here in Dallas at Waterloo Capital.  Discover essential insights on women in finance, from overcoming barriers to effective investment strategies. Perfect for anyone looking to enhance their financial journey. In today’s financial landscape, understanding the role of women...

In this episode of Capital Clarity Radio, host Andrew Johnsen discusses how to interpret Q1 financial statements, the importance of strategic rebalancing, tax planning strategies, and the value of personalized retirement planning. Learn how to avoid emotional decisions and gain confidence in your retirement strategy.  If you have any questions concerning your retirement call Waterloo Capital...

On this edition of Capital Clarity Radio It's all about turning your savings into reliable retirement income. Your host Andrew Johnsen discusses the importance of planning that can ease stress during chaotic times. Easier said, correct? How can you achieve this kind of confidence? Andrew dives in coming up on this episode.  If you have any questions concerning your retirement call Waterloo Ca...

On this edition of Capital Clarity Radio host Andrew Johnsen will discuss what's moving the needle when it comes to your money.  In today’s global landscape, geopolitical events can have far-reaching implications for your financial portfolio. With tensions rising in the Middle East, particularly with Iran, many investors are left wondering how these conflicts could impact their finances...

On this edition of Capital Clarity Radio with Andrew Johnsen, Geopolitical events, such as wars or regime changes, can create significant uncertainty in the financial markets. This often leads to volatility, which can be alarming for investors. For instance, when major conflicts arise, investors may react by pulling out of the market, fearing a downturn. However, history shows that markets often r...

In this episode of Capital Clarity Radio, Andrew Johnsen discusses the implications of tariffs on retirement planning, the benefits and drawbacks of Indexed Universal Life (IUL) and Fixed Indexed Annuities (FIA), and the critical importance of estate planning. The conversation also addresses listener questions regarding retirement strategies, including income generation, tax implications, and long...

In this episode of Capital Clarity Radio, Andrew Johnsen discusses the complexities of retirement planning in a changing economic landscape. He emphasizes the importance of smart risk management, the role of hedged equity funds, and the need for a balanced approach to growth and security in retirement. The conversation also covers the impact of government policies on retirement savings, the risks...

In this episode of Capital Clarity Radio, Andrew Johnsen and Don Simoneaux discuss the intricacies of alternative investments, including private equity and private credit. They explore the benefits of incorporating these assets into investment portfolios, the importance of due diligence, and the challenges investors face in accessing these opportunities. The conversation also covers the role of an...

In this episode of Capital Clarity Radio, host Andrew Johnsen welcomes David Marra, co-founder and Chief Investment Officer of Markin Asset Management. They discuss various investment strategies, the importance of downside protection, and the current threats to the capital markets, including geopolitical risks. David shares insights on the Volterra strategy, which focuses on high-growth companies,...

In this episode of Capital Clarity Radio, Andrew Johnsen discusses the significant impact of inflation on retirement planning and income strategies. He emphasizes the need for retirees to adapt their financial strategies to cope with rising costs, highlighting that the traditional 4% withdrawal rule may no longer be reliable. The conversation also explores the benefits of part-time work in retirem...

In this episode of Capital Clarity, Andrew Johnsen discusses the critical aspects of retirement planning, emphasizing the importance of having a written plan, starting early with savings, and understanding income needs in retirement. He highlights the necessity of preparing for market fluctuations and financial emergencies, as well as the importance of estate planning and creating a legacy for fut...

In this episode of Capital Clarity Radio, hosts Bruce Rosenbloom and Andrew Johnsen discuss the multifaceted aspects of financial independence and retirement planning. They emphasize the importance of a holistic approach that includes health, wealth, and personal happiness. The conversation covers critical topics such as understanding debt, the significance of consistent savings habits, long-term...

On this first episode of Capital Clarity Radio , Andrew Johnsen and Jackie Selby keep it real about why “before COVID” and “after COVID” feel like two different financial worlds — and what that means for your retirement plan. Andrew breaks down market timing myths, why default 401(k) settings can quietly hurt you, and how strategies like Roth conversions, smarter cash...