retirement planning in Iowa

Iowa Fiduciary


Today, we’re opening the virtual mailbag to answer the most pressing questions we receive here at Johnson Wealth and Income Management. Today’s listener, Judith, asks, “I’m on a fixed income, pay rent, have my Social Security income, pension, CDs, and insurance policies. But I’m not invested in stocks, and this income still isn’t enough to …

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Iowa Fiduciary

Top 5 Regrets

University of Pennsylvania’s Wharton School conducted a survey for people over the age of 50 and asked them about their top 5 financial regrets. The answers are fascinating, and a stark warning to the rest of us approaching retirement. Listen to the latest Capitalized Life and Retirement Show here to learn more!   Capitalized Life …

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Iowa retirement planning podcast

It’s Official. It’s Not Over, Yet.

BREAKING NEWS: It’s not over yet. With bank-collapse headlines startling the nation, we understand the lingering fear amongst many investors, especially those nearing retirement. As inflation cools, the overall economic condition of this country IS slowly improving, but this doesn’t mean we’re in the clear. Yet. Here’s how to make sure you’re prepared for whatever …

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