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

Mostrando página 2 de 5

Accessible Finance Episode 69: How To Help Adult Child Without Jeopardizing Our Retirement? 02/03/2025
Accessible Finance Episode 68: How to Choose a Fiduciary Advisory, Roth Withdrawals, and Conversions 22/02/2025
Accessible Finance Episode 67: Retirement Roth Contributions, Commission Jobs, and IBonds 03/02/2025
Accessible Finance Episode 66: Equities Only Portfolios, Roth conversions vs IRA distributions 26/01/2025
Accessible Finance Episode 65: High Yield Savings, CDs, Stock/Fixed Income Allocations, and More! 07/01/2025
Accessible Finance Episode 64: Give Your Younger Self Financial Advice That Would Have Benefitted You Today 30/12/2024
Accessible Finance Episode 63: IRMAA, Roth Conversions, RMDs, Pro Rata, Aggregation, and more! 17/12/2024
Accessible Finance Episode 62: Annuities, Roth IRAs, HELOCs, Capital Gains and More...Listener Questions 10/12/2024
Accessible Finance Episode 61: Fee based vs Fee Only, Taxes, 401k and more- Listener Questions 03/12/2024
Accessible Finance Episode 60: Investment Selection, Estate Planning, and Annuities - Listener Questions 25/11/2024
Accessible Finance Episode 59 : The Golden Years or The Broke Years? Avoiding the Retirement Pitfalls 11/11/2024
Accessible Finance Episode 58: Talking Money with Family-Navigating Tricky Financial Conversations 04/11/2024
Accessible Finance Episode 57: Retirement Roulette - Are You Betting on a Winning Strategy? 28/10/2024
Accessible Finance Episode 56: The Sandwich Generation: Preserving Your Sanity While Caring for Aging Parents and Kids 21/10/2024
Accessible Finance Episode 55: Why are Roth Conversions Useful, and How Can They Help You? 07/10/2024
Accessible Finance Episode 54: Ron & Hermione, 58 & 56, Pre-Retirees Planning For Early Retirement 30/09/2024
Accessible Finance Episode 53: Bruce & Rachel, 66 and 64, Recently Retired Struggling With Asset Management 23/09/2024
Accessible Finance Episode 52: Linda, 60, Planning Her Retirement With A Large Cash Reserve Currently 16/09/2024
Accessible Finance Episode 51: John, 70, Looking To Retire With A Legacy Planning Focus 09/09/2024
Accessible Finance Episode 50: Listener Write-In - Concerned My Parents Have Underfunded Retirement Accounts - What Do We Do? 02/09/2024
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