We’re living in challenging and changing times. From inflation to interest rates, we have to be aware of the good, the bad and the ugly in order to properly evaluate our financial health. Listen to the latest Capitalized Life & Retirement Show with Matthew P. Johnson here to find out more. Capitalized Life Radio Show …
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 …
As the last few years rocked the economy, many Americans are looking to their retirement years with dread and worry – not the Golden Years they were anticipating. Fear of the unknown is something that can affect any one of us, so as we embark on a new year, what are the top four fears …
Understanding the risk factors that can come between you and your ability to retire (both how and when you want) is an important step toward meeting your retirement goals. In today’s environment, Risk Management is more important than ever. If you’re nearing retirement, increasing your focus on monitoring risks in response to an ever increasing …
There’s debt, and then there’s debt that could potentially have a stranglehold on your retirement. Find out the facts and how you can deal with debt (especially as you near retirement) with Matthew P. Johnson in the latest Capitalized Life & Retirement Show here. Capitalized Life Radio Show · Debt By The Billions
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 …
You’ve done your due diligence of finding the right attorney, life insurance agent and even financial advisor. But when the
Thanksgiving sparks a number of discussions around the dinner table, some more welcome than others. If you have aging parents, retired parents or soon-to-be retired parents, try the below conversation starters to help them on their way to a fruitful financial future. Your golden years are a time to kick back and relax in the …
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