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 4 de 5

Accessible Finance Episode 29: When and how should I consolidate my retirement accounts (401k, 457b, IRA, etc)? 24/03/2024
Accessible Finance Episode 28: Is A Large Tax Refund Good? How Happy Should You Be? 18/03/2024
Accessible Finance Episode 27: Single, mid 60s, annuity, $70k AGI 11/03/2024
Accessible Finance Episode 26: Scenario #3 - Couple, 3 kids, $220k AGI, 11k/mo expenses 04/03/2024
Accessible Finance Episode 25: Scenario #2 - Widowed, 70, Adult Kids, High Net Worth 26/02/2024
Accessible Finance Episode 24: Scenario #1 - Married, 30s, Kids, $160 AGI 19/02/2024
Accessible Finance Episode 23: Roth IRA - What, When, & Why? 08/02/2024
Accessible Finance Episode 22: Interview Part 2 With Cathy (a non-financial planner) 29/01/2024
Accessible Finance Episode 21: Interview Part 1 With Cathy (a non-financial planner) 23/01/2024
Bonus Episode: Financial New Years Resolutions--What Gets You The Biggest Bang For Your Bucks? 08/01/2024
Accessible Finance Episode 20: Common Considerations in Estate Planning with a Louisiana Caveat 25/12/2023
Accessible Finance Episode 19: When is it safe to retire? 17/12/2023
Accessible Finance Episode 18: Discussing Common "Money Myths" 10/12/2023
Accessible Finance Episode 17: When is paying more tax a good thing? 27/11/2023
Accessible Finance Episode 16: Year End Tax Planning--What Should My Considerations Be? 19/11/2023
Accessible Finance Episode 15: How Can You Make Your Cash Work For You and What Are Your Options? 13/11/2023
Accessible Finance Episode 14: What is the Landscape of the Financial Industry and How Can an RIA Help Me? 06/11/2023
Accessible Finance Episode 13: Listener Request - Finances as a Couple: To Divide or Not To Divide 29/10/2023
Accessible Finance Episode 12: I Contribute To A Retirement Account...Now What? 22/10/2023
Accessible Finance Episode 11: Life Insurance and How To Calculate Your Needs 15/10/2023
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