Finding Shelter in the Storms of Retirement
We know how to be prepared when storms hit our life. We take shelter and assess the damage when it’s
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May 2022
Is a Reverse Mortgage for Me?
A reverse mortgage is a way for homeowners ages 62 and older to leverage the equity in their home. You may be wondering why anyone would want to borrow against a home they worked hard to pay off. Here’s how reverse mortgages work, and what homeowners considering one need to know if you’re nearing retirement.
Is a Reverse Mortgage for Me? Read More »
RMD’s EXPLAINED | In 5 Minutes or Less
You may have heard about Required Minimum Distributions, but what are they and why do they exist? In this video
RMD’s EXPLAINED | In 5 Minutes or Less Read More »
Second Opinions Can Save Your Life and Your Retirement
Second opinions can often times mean life saving discoveries when it comes to our physical health – but what about
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Your Finances Aren’t Truly Dead.
You may be sitting there thinking that you don’t need a financial advisor because your finances are all but dead.
Your Finances Aren’t Truly Dead. Read More »
Narrowing the Disparity of Outcomes
When it comes to retirement, some find themselves relaxing by the ocean while others continue to grind. In this episode, we discuss 3 steps to help narrow the disparity of these outcomes. Listen to more in the latest Capitalized Life and Retirement show with Matthew P. Johnson below. And when you’ve finished with today’s podcast, visit
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Annuities: Good Cop, Bad Cop
Annuities – the good cop bad cop. Listen to more in the latest Capitalized Life and Retirement show with Matthew P. Johnson below. And when you’ve finished with today’s podcast, visit our Media page more informative content! Capitalized Life Radio Show · Annuities: Good Cop Bad Cop
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Secure Act 2.0
There’s lots of talk about the Secure Act 2.0, but what is it? Listen to more in the latest Capitalized Life and Retirement show with Matthew P. Johnson below. And when you’ve finished with today’s podcast, visit our Media page more informative content! Capitalized Life Radio Show · Secure Act 2.0
3 Reasons to Think About Rollovers
Knowing when to make amendments to your existing retirement plan can be challenging. Do you move your money or keep it where it is? Below are reasons to consider a rollover, as well as things to think about before implementing one. When life throws changes your way, like getting a new job, you generally have
3 Reasons to Think About Rollovers Read More »
Narrowing the Disparity of Outcomes
When it comes to retirement, some find themselves relaxing by the ocean while others continue to grind. In this episode, we discuss 3 steps to help narrow the disparity of these outcomes. Listen to more in the latest Capitalized Life and Retirement show with Matthew P. Johnson below. And when you’ve finished with today’s podcast, visit
Narrowing the Disparity of Outcomes Read More »
