Drama is raging throughout the banking sector with the collapse of SVB Bank. And as we’re on track to reach the peak of baby boomers hitting retirement in 2024, it’s only natural many are fearing a repeat of the 2007–2008 financial crisis. Is a repeat on the way, or is this a simple reminder that …
You’ve finally reached the day you hang up your working hat. Now you’ve received your last official paycheck, how do you feel? Are the numbers in your accounts affecting how you feel? If so positively or negatively? At the end of the day, it’s about how YOU feel once you hit retirement that matters. Find …
As adults, we sometimes lose focus when it comes to our retirement planning and money management. Furthermore, we don’t allow ourselves the grace of failure in order to learn and make changes. When it comes to your retirement income strategy, ‘The Singularity of Purpose’ enables us to refocus on our financial goals while embracing, reflecting …
Over the course of the year, we get plenty of emails to the studio with specific questions on financial planning and saving for retirement. Today, we’re going to go through our top questions and provide educated answers that will hopefully help you on your way to retirement success. Let’s open the mail bag together in …
In Iowa and across the nation, a new year brings new policies. As Congress passed a major boost to retirement savers via the SECURE Act 2.0, here’s what you need to know about major changes to RMD rules that kicked in Jan 1. Retirement is a big part of the American Dream. You work hard …
Think your estate plan is a one-and-done task? Think again. January is arguably the best time to refresh your estate plan. If “getting organized” was one of your New Year’s resolutions, organizing your estate plan should be a part of that goal. Here’s what you need to know to get started with Johnson Wealth and …
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As Matthew P. Johnson of Johnson Wealth & Income Management celebrates 25 years of experience in the financial planning world, he is here to talk about a time-sensitive topic – things you need to be sinking your money into before it’s gone. Listen to the last Capitalized Life and Retirement show of the year here …
If you’re retired, you need insurance. But where do you start in this overwhelming market? And what types of coverage do you need? Here’s what you need to know for those approaching retirement in Iowa. No one wants more bills to pay, especially when you’re on a fixed or limited income. But insurance is something …
Friends, family and planning for the future… The holidays bring a whole new meaning to new beginnings. Make this year a new beginning for YOU. Find out more in the latest Capitalized Life and Retirement Show with Matthew P Johnson here. Capitalized Life Radio Show · YOUR New Beginnings
No one likes taking the blame. And sometimes we even prefer to point the finger. But what about taking accountability for the future? Your retirement to be specific. At the end of the day, it’s your financial future, and only you should be responsible for it. Listen to Matthew P. Johnson in the latest Capitalized Life …
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