retirement risks

Lifestyle Planning

While achieving financial stability and improving your quality of life during retirement is important, it’s equally vital to consider the broader dimensions of your life’s journey. Discover how lifestyle planning can change your perspective on retirement preparation by listening to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here.

The Five P’s

Fiduciaries prioritize their clients’ success when it comes to retirement savings. The five P’s can be a helpful framework in helping ensure that your retirement planning is on the right track. Find out what the “Five P’s” are by listening to the latest Capitalized Life and Retirement show here.  

The Guide

Have you ever found yourself lost in an unfamiliar place? The road to retirement can feel like getting lost in a foreign destination. In a world full of chaos and unpredictability, a financial advisor can make a big difference. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn …

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New Retirement Savings Rule: Putting Your Interests First

The U.S. Department of Labor announced Oct. 31 a proposed rule to expand the scope of investment advice from a financial professional that would be considered a ‘Fiduciary’ under the Employee Retirement Income Security Act and Internal Revenue Code. Aligned with the Biden-Harris administration’s efforts to help protect retirement investors, the proposal would require trusted …

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Matthew P. Johnson on “Schwab Network” with Nicole Petallides

The Federal Reserve has continuously used vague language regarding the rate hike cycle. Economists expected an increase, and many were relieved there wasn’t one. But what does it mean for the rest of the year? Here, Matthew P. Johnson of Johnson Wealth and Income Management joins Nicole Petallides on the Schwab Network to discuss the …

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Identifying Risks and Opportunities in Retirement

When saving for your golden years, risks and opportunities present themselves in various forms, each with its own set of unique characteristics. Recognizing and effectively managing these elements during retirement is essential to help secure a financial future.  A substantial risk that looms over many retirees is the fear of running out of money. This …

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Navigating Inflation For Retirement

You’ve diligently saved and invested in securing a comfortable retirement fund, but one often underestimated factor can throw a wrench into your well-laid plans: inflation.  The erosion of purchasing power due to inflation can significantly impact your retirement lifestyle and financial security. In this blog, we will explore how to help curb inflation in retirement. …

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Can I Afford To Retire?

If you’re getting ready to retire or thinking about retirement, it’s important to get your finances in order. The first step is meeting with a Fiduciary Advisor. They can help you address the most fundamental retirement question of all. Watch the latest Capitalized Life and Retirement Show podcast with Matthew P. Johnson here to learn more.