Accessible Finance For Retirement

Por: Eric Johns CFP®, EA, MBA with Equilibrium Financial Planning
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!
90 episodios disponibles

Latest episodes of the podcast Accessible Finance For Retirement

Three Essential Questions for Retirement Success | Accessible Finance for Retirement Ep. 89 27/10/2025
Breaking Down Listener Questions on Retirement Planning and Investment Strategies | Episode 88 13/10/2025
When to Hire a Financial Advisor and Managing Retirement Accounts: Listener Qs Answered | Episode 87 02/10/2025
Managing Retirement Accounts, Cash Strategies, and Roth Conversions | Accessible Finance for Retirement Ep. 86 10/09/2025
Advanced Roth IRA Strategies: Backdoor, Mega Backdoor & Tax-Free Retirement Planning | Episode 85 28/08/2025
Roth IRA Conversions Explained: Optimize Your Retirement Strategy | Episode 84 12/08/2025
Roth IRA Basics: Maximizing Retirement and Tax Benefits | Accessible Finance EP 83 04/08/2025
Retirement Regrets: Avoiding Common Pitfalls | Accessible Finance Ep 82 17/07/2025
Making Your Retirement Bucket List a Reality: Financial Tips & Strategies | Accessible Finance Ep. 81 07/07/2025
Top Retirement Questions Answered Rapid Fire | Accessible Finance Ep. 80 26/06/2025
How to Evaluate Job Offers Beyond Just Salary | Accessible Finance Ep. 79 18/06/2025
Managing Tax Risks in Your Retirement Accounts | Accessible Finance Ep. 78 10/06/2025
How to Lower Your Taxes Before Retirement | Episode 77 of Accessible Finance 02/06/2025
Understanding the Three Tax Buckets for Smarter Financial Planning | Accessible Finance Ep. 76 19/05/2025
Navigating Financial Decisions After Losing a Spouse | Episode 75 01/05/2025
Navigating Your Retirement in a Down Market | Accessible Finance Ep 74 21/04/2025
Understanding Pension Plans, Social Security & Recent Policy Changes | Accessible Finance Ep. 73 14/04/2025
Financial Planning for Life's Unexpected Curveballs | Accessible Finance Ep. 72 07/04/2025
Accessible Finance Episode 71: Selecting The Right Advisor-What Questions Should I Ask? How Can I Ensure They Are The Right Fit? 23/03/2025
Accessible Finance Episode 70: How Do We Handle Taxes With Such Different Income Brackets? 16/03/2025
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