Feeling lucky? The iconic Dirty Harry line, “Do you feel lucky, punk? Well, do ya?” might bring a nostalgic smile, but it also underscores an important truth about retirement planning: luck can only take you so far. True success comes from making informed, strategic decisions at every turn. Tune in to the latest episode of […]
Do You Feel Lucky Punk? Read More »
As you approach retirement, enhancing your retirement income becomes crucial for helping secure a sustainable financial future. For affluent Americans, the challenge isn’t just about preserving wealth—it’s about growing it to support a lifestyle that extends beyond basic living expenses. In fact, according to a 2023 UBS Global Wealth Management report, 60% of high-net-worth individuals
Boosting Your Retirement Income With Johnson Wealth and Income Management Read More »
As retirement approaches, reducing risk becomes a top priority. One of the greatest fears retirees have is running out of money before they run out of time. To help ensure a secure future, making strategic adjustments that protect your principal is crucial. Tune in to today’s episode of The Capitalized Life & Retirement Show with
So Many Things So Little Time Read More »
Wayne Gretzky famously said, ‘Skate to where the puck is going, not to where it has been.’ This wisdom also applies to your finances—having a clear purpose for your money is often more valuable than simply chasing performance. Join Matthew P. Johnson on The Capitalized Life & Retirement Show to explore how aligning your financial strategy
Where The Puck Is Going Read More »
Sometimes, what’s marketed as ‘new and groundbreaking’ in finance is really just an old idea with a fresh coat of paint. The industry is filled with so-called ‘revolutionary’ tech that hasn’t changed much. Tune in to the latest Capitalized Life and Retirement Show, where Matthew P. Johnson dives into the facts behind the hype—helping you
Debunking Retirement Myths Read More »
In today’s episode, we’re breaking down the annual letter that the CEO of BlackRock, Larry Fink, sent to his Investors. This year’s edition, “Time to Rethink Retirement,” focused on a looming retirement crisis and the need to better equip future generations to thrive as they age. Tune in to the latest Capitalized Life and Retirement
Work Longer They Say Read More »
As retirement approaches, many high-net-worth individuals (HNWIs) in Iowa find themselves at a crucial juncture in their financial journey: transitioning from a growth-oriented investment strategy to one that emphasizes income. This shift is pivotal in helping ensure that your portfolio not only preserves wealth but also provides a steady and reliable income stream throughout retirement.
Shifting from Growth to Income: How to Adjust Your Investment Strategy for Retirement Read More »
What truly defines a happy retiree? Is it the enriching experiences and passions they embrace or the ability to let go of the stress and worries that once weighed them down? Tune into the latest episode of The Capitalized Life and Retirement Show with Matthew P. Johnson to discover practical strategies for eliminating stressors and
The Happiest Retirees Read More »
August is widely recognized as Wellness Month, a time dedicated to prioritizing various aspects of well-being. While physical and mental health are often the focus, financial wellness is equally crucial, especially for older adults nearing retirement. Financial wellness can help ensure a secure and comfortable retirement, free from financial stress and uncertainty. Here’s what you
National Wellness Month: Tips for Financial Wellness as You Near Retirement Read More »
Women face unique challenges when it comes to saving and investing for retirement. In today’s episode, we’ll explore an article from BlackRock that highlights the financial disparities between men and women, emphasizing how differing approaches to money can impact retirement planning. Tune into the latest Capitalized Life and Retirement Show with Matthew P. Johnson to
Women’s Retirement Crisis Read More »
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