Retire at New Heights with Johnnie Roberts

$95.9 Billion. That's how much money was placed into Fixed Indexed Annuities in 2023. In 2024, that number is expected to be $142 Billion. Why? Because these provide so many benefits and relieve so much stress and worry for people in retirement. Listen as Johnnie shares why annuities may have a place in our retirement plan.

Why does Johnnie believe an annuity is a great option for many people in retirement? Listen to this episode and you'll understand how annuities have changed and why they may be able to help you generate guaranteed income for life.

Life insurance is like a Swiss Army Knife in that there are many hidden features that you can use without dying. There are multiple "living benefits" with a properly structured life insurance policy. Listen to retirement planning expert, Johnnie Roberts, unpack a few of the most impactful aspects of life insurance.

Life Insurance is not what it used to be. Now you can "bundle" many things into a life insurance policy. In this episode, retirement planning expert, Johnnie Roberts, explains how you can utilize life insurance to create a solid retirement plan.

One tool with multiple uses can help you plan for retirement. Retirement planning expert Johnnie Roberts shares how life insurance and annuities function like the Swiss Army Knife of Retirement. Listen to the insightful episode and you'll be well equipped to Retire at New Heights.

Money is a tool for your retirement. Different types of money in retirement have different purposes. In this episode, Retirement Planning Expert Johnnie Roberts talks about the different purposes of money. When you understand the different purposes of your money in retirement, you'll be better equipped to Retire at New Heights.

The younger you are the better you can plan for retirement. It's neer too early to talk with Johnnie about planning for a safe and secure retirement. Listen to this episode and you'll know why it's best to begin planning early so that you can Retire at New Heights.

The guy who brought you here may not be the same guy who will take you home. In this episode, retirement planning expert, Johnnie Roberts explains the difference between a traditional financial advisor and a retirement planner. Both have a role to play. Knowing when to make a change is what you'll learn in this episode.

You should begin your Tax Planning now so you'll be in better shape at the end of the year. Retirement planning expert, Johnnie Roberts, shares a new online tool you can use to determine how much you can save in taxes during retirement. Go to  MyTaxReport.net,  and in less than 5 minutes, you'll know how much money you'll pay in taxes. Then, schedule a call with Johnnie to see how you can make tha...

What would happen to your income and family if you had a stroke or other catastrophic illness? On this episode, retirement planning expert Johnnie Roberts tells how his clients protect themselves and their families by following a Retirement Blueprint and using the proper tools.

Focusing on solving your income in retirement is most important. Retirement Planning Expert, Johnnie Roberts talks about how you can make sure you have guaranteed income every year in retirement. This gives you peace of mind, security, and the ability to live life in retirement like nobody else.

Retirement planning expert Johnnie Roberts explains what an annuity is and how you can benefit by having one as part of your retirement plan. Johnnie also explains The Retirement Blueprint & Toolbox that he uses with his clients to help them Retire at New Heights.

Did Grandpa say "Never buy an Annuity!"??? Retirement Expert, Johnnie Roberts, shares why your grandpa said that, and why he may say something different today. As you create a properly structured retirement plan, you should consider haivng an annuity as part of your Retirement Plan so you can Retire at New Heights with confidence, security and peace of mind (not to mention income every month for a...

Why do some people say, "Don't buy life insurance?" In this episode, Retirement Expert Johnnie Roberts debunks some of the myths and misconceptions about life insurance. If you want to protect and provide for your family with absolute peace of mind, listen to what Johnnie shares in this episode.

How can you pay for Long-term Care with Life Insurance? A properly structured life insurance policy can provide many benefits while you are still alive. When structured properly, life insurance gives you and your family Peace of Mind, Protection, and Security for life.

How to leave a Tax Free Inheritance to your grandkids. Retirement planning expert, Johnnie Roberts, shares when life insurance can be a good vehicle to use as part of your retirement plan. He talks about how you can use the "equity" to pay for grandkids college with life insurance and so much more.

What is a Roth Conversion, who can do it, and when is the best time? Listen to Retirement Tax Espert Heather Schreiber explain this hot topic so you will know if it is right for you. 

When is a Roth distribution Tax-Free??? How can you move from Taxable to Tax-Free?? Retirement Tax Expert Heather Schreiber explains in plain language how you can do this as you properly plan for your retirement. This is a MUST listen to episode. 

Tax-free income using a Roth IRA is possible if you structure your retirement properly. In this episode, Retirement Tax Expert Heather Schreiber explains the significant differences between a Traditional IRA and a Roth IRA. She also discusses RMDs and how to mitigate them. 

Retirement Tax expert, Heather Schreiber, joins Johnnie to unpack the difference between the two types of IRAs and how taxes impact your retirement. Listen to this episode, and you'll have a better understanding of how you can utilize these strategies so you can Retire at New Heights.

There are only three types of money when you look at retirement: pre-tax, post-tax, and tax-free. In this episode, retirement planning expert Johnnie Roberts explains the three types of money and why they are so important in creating a retirement plan that is safe and secure. 

Retiring on a three-legged stool is the best situation you can achieve. Unfortunately, many retirees today only have two legs on their stools. In this episode, retirement planning expert Johnnie Roberts will explain how to create that third leg using a personal pension plan. This will guarantee you have income for life and be able to enjoy retiring at new heights.

There are two phases in your financial life: the accumulation phase and the distribution face. Accumulation happens during your working years as you head towards retirement day. Distribution begins on retirement day and lasts the rest of your life. Listen to this insightful conversation with retirement expert Johnnie Roberts to understand these two phases in your financial life. 

One of the greatest fears of most retirees is outliving their money. In this episode, retirement planning expert Johnnie Roberts explains the concept behind the three-legged stool that our grandparents enjoyed and why retirees today normally only have a two-legged stool. This is a vital concept to understand as you begin planning your retirement. 

What does the ideal retirement look like to you? How do you want to spend your time enjoying life? Listen in to see what retirement expert Johnnie Roberts says about finding purpose in retirement.