Capitalized Life Radio Show

Many people own life insurance, but they often find it intimidating and shrouded in mystery. You might think about the agent who sold it to you or the company you got it from, and then you seldom hear from them again. However, life insurance is important and can affect you and your loved ones in significant ways. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson her...

Have you ever found yourself lost in an unfamiliar place? The road to retirement can feel like getting lost in a foreign destination. In a world full of chaos and unpredictability, a financial advisor can make a big difference. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.

Our parents and grandparents often said, "They don't make them like they used to," expressing a belief in the declining quality of goods over time. Today, we not only face concerns about product durability but also about societal and economic stability. These uncertainties raise questions about the long-term future and what lies ahead. Listen to the latest Capitalized Life and Retir...

As parents age, it brings about new challenges in communication and decision-making. Navigating through these transitions requires patience, empathy, and open communication to find solutions that honor aging parents' wishes. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.

Today, we're addressing a common question received at Johnson Wealth and Income Management. Our listener for today, Janet, is still working and relies on a financial advisor. In 2022, she experienced significant financial losses and hasn't bounced back yet. She's been on a financial rollercoaster. Her advisor claims she's secure, but she's uncertain about what "safe&q...

Our society tells us that retirement is a wonderful time to enjoy the rewards of our hard work. However, many Americans feel anxious about their retirement future. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.

Life has its share of risks and opportunities. It's important to consider both when making choices, especially when it comes to planning your retirement. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.

You've probably heard the saying, "You can't fight the FED," but what does it really mean? Well, it means that the Federal Reserve (FED) greatly impacts our money and what we can buy. The FED's decisions can directly influence our economy. Even as inflation led to higher interest rates, the FED chose not to adjust them. To learn more, tune in to the latest episode of the C...

Today, we're opening the virtual mailbag to answer the most pressing questions we receive here at Johnson Wealth and Income Management. Today's listener, Judith, asks, "I'm on a fixed income, pay rent, have my Social Security income, pension, CDs, and insurance policies. But I'm not invested in stocks, and this income still isn't enough to keep up with inflation. What...

From nutritional recommendations to scripted political speeches, as a nation, we are getting sick and tired of false information and hidden agendas. Today, Matthew P. Johnson of Johnson Wealth and Income Management asks some candid questions about what we can do to start thinking - and acting - for ourselves.

Are you personally prepared for a retirement that will be longer than expected? People are living longer than you may think, so a sound retirement plan needs to anticipate a retirement that could last decades. Listen here to learn more.

As you transition into retirement, you face many important decisions that will impact your quality of life for the rest of your life. The trouble is, that many people ignore or put off these critical decisions when it matters most. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.

Mutual funds are a hot topic in 2023. With most pre-retirees and retirees emphasizing mutual funds as important to their retirement plans, it's time to break them down once and for all. Listen to the latest Capitalized Life and Retirement Show with Matthew Johnson here to find out more.

Longevity risk is the possibility that you will outlive what you have in your investments, savings, pensions, annuities and other sources of retirement income. But is it the BIGGEST risk you’ll face in retirement? The answer may surprise you. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.

Bonds get a bad rap. Rates are variable, there's a lockup period and early withdrawal penalty, and there's a limit to how much you can invest. However, certain bonds come with a high-interest rate during inflationary periods, they're low-risk, and they help protect against inflation. Let's take a look at how in today's economy, bonds can actually be your financial best fri...

Mistakes, we all make them. But we all must learn from them. From mounting debt to stock market blunders, how do you feel financially about the mistakes you’ve made? And how do you avoid repeating them? Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.

Life changes, and so should our mindsets. When it comes to planning for our future, adapting mindsets can help you stay ahead of the evolving financial world and ultimately help set you up for retirement success. Listen to the latest podcast with Johnson Wealth and Income Management’s Matthew P. Johnson here to learn more.

Having a lack of focus and control directly (and negatively) affects your investment outcomes. The result? A portfolio that is unstable. Find out more in the latest Capitalized Life and Retirement Show with Matthew P. Johnson here.

It's not about the bigger home or the better vacation. Financial stability helps people escape the everyday hassles of life. In order to experience the lifestyle you want in retirement, you need to first plan for it. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to find out more!

Many Americans are understandably worried about the state of the economy and what it means for their retirement. If you're flooded with alarming news about the current financial markets, you may be asking yourself, "Is it still possible that I can have the retirement I dreamed of?" Find out what unpredictability means for your retirement plan in the latest Capitalized Life and Retir...

As an Iowan close to retirement, these three words could be more financially devastating than you may think… “I. Don’t. Know.” Listen to the latest podcast with Matthew P. Johnson of Johnson Wealth and Income Management here to find out more.

Our country is facing the single largest generation of retirees it has ever faced. At the same time, the number of financial advisors has dropped from over 400,000 to 200,000 in the last decade alone. What does this mean for your retirement? You need experienced advice.

University of Pennsylvania’s Wharton School conducted a survey for people over the age of 50 and asked them about their top 5 financial regrets. The answers are fascinating, and a stark warning to the rest of us approaching retirement. Listen to the latest Capitalized Life and Retirement Show here to learn more!  

"The shortest distance between two places is a straight line." In retirement planning, this translates to driving a personal goal straight to a dream destination: It sounds easy, right? But it's not always smooth, straight roads on your journey to retirement. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to find out more.

Today's episode is all about YOU. From contact via our website to social media DMs, we're so grateful to receive your questions. Here are our top retirement questions, asked by you, and answered by us. Listen to the latest Capitalized Life & Retirement Show with Matthew P. Johnson to hear more!