University of Pennsylvania’s Wharton School conducted a survey for people over the age of 50 and asked them about their top 5 financial regrets. The answers are fascinating, and a stark warning to the rest of us approaching retirement. Listen to the latest Capitalized Life and Retirement Show here to learn more! Capitalized Life […]
“The shortest distance between two places is a straight line.” In retirement planning, this translates to driving a personal goal straight to a dream destination: It sounds easy, right? But it’s not always smooth, straight roads on your journey to retirement. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here
The More You Know The Straighter You Go Read More »
Today’s episode is all about YOU. From contact via our website to social media DMs, we’re so grateful to receive your questions. Here are our top retirement questions, asked by you, and answered by us. Listen to the latest Capitalized Life & Retirement Show with Matthew P. Johnson to hear more! Capitalized Life Radio Show
We all strive for a smooth transition to retirement. And when we get there, we want to enjoy the fruits of our labor. But it doesn’t always pan out that way – at least not without proper planning. Matthew P. Johnson discusses the top three questions you should ask yourself to help you achieve your
3 Vital Questions for a Successful Retirement Read More »
Rising inflation and market volatility are dampening Americans’ confidence in their ability to live out their dream retirement. But it doesn’t have to be that way. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more. Capitalized Life Radio Show · A Fictitious Dream
Retirement: A Fictitious Dream? Read More »
BREAKING NEWS: It’s not over yet. With bank-collapse headlines startling the nation, we understand the lingering fear amongst many investors, especially those nearing retirement. As inflation cools, the overall economic condition of this country IS slowly improving, but this doesn’t mean we’re in the clear. Yet. Here’s how to make sure you’re prepared for whatever
It’s Official. It’s Not Over, Yet. Read More »
Today’s episode may not be a pleasant one, but it is an important one. YOUR money means what happens to it is YOUR responsibility. But you don’t have to go it alone. The right Fiduciary can help guide you with their knowledge, identify risk factors, and make a plan to set you up for a
It’s Your Money So It’s Your Responsibility Read More »
Ouch. Are you feeling the burn in your back pocket? As we all ship hard-earned cash to Uncle Sam, it’s left many of us feeling the sting. But what can we learn from this year’s taxes? Can we use it to our advantage? Listen to the latest Capitalized Life and Retirement Show with Matthew P.
Matthew P. Johnson’s passion is education. Seeing his clients succeed in retirement is his ultimate goal. As Fiduciaries, the team at Johnson Wealth and Income Management are here to help you prepare for retirement the right way. And it all starts with the “Five P’s”. Listen to the latest Capitalized Life and Retirement show here to
A rising interest environment impacts consumers differently depending on whether they are a borrower or a saver. In order to help financially secure your retirement, we need to be focused on one word: growth. Listen to the latest Capitalized Life & Retirement Show with Matthew P. Johnson here to find out more. Capitalized Life
Rising Rates – Bad for Growth But Great for Income Read More »
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Retirement Income Source and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Investment Advisory Services offered by Sound Income Strategies, an SEC Registered Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies, LLC are associated entities.
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