Is your accumulation strategy, distribution plan, and exit strategy truly ready to protect your retirement when the market falls? In this episode of The Capitalized Life and Retirement Show, fiduciary financial advisor Matthew P. Johnson of Johnson Wealth and Income Management (a Retirement Income Source®) explores striking parallels between today’s bull market and the Roaring ’20s, explains why investor cognitive dissonance can leave you overexposed at the worst possible moment, and shows you how to build an executable exit plan—leveraging tools like in-service rollovers at 59½—to preserve your principal and lock in lifelong income. Don’t wait for hindsight to teach you the hard way: learn how to recognize market froth, set clear distribution-stage objectives, and secure the retirement you’ve worked so hard to accumulate—all before the next downturn hits.
Matthew P. Johnson is President and Owner of Johnson Wealth and Income Management, a third-generation company that has been serving clients for over 75 years. Matthew has been advising clients in the financial services industry since 1999. He strives to educate clients on how to invest for income, help to avoid loss by utilizing more conservative investment options, and is dedicated to helping them achieve a well-planned retirement. Johnson Wealth and Income Management is committed to educating its clients and the community through workshops on topics related to more conservative investment alternatives. Website: https://www.johnsonwim.com/ Investment Advisory Services offered through Sound Income Strategies, LLC, 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, LLC. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities.
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