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Accessible Finance For Retirement
Accessible Finance For Retirement episodes
- Accessible Finance Episode 31: What should I look for on my Louisiana tax return, and who should care about Schedule E and C?
If you have questions, topics, or a scenario of your own that you'd like us to incorporate into our podcast, please direct them to [email protected] or visit us on our website at equilibriumfp.com.
If you are interested in a free, personalized assessment of your financial situation, please head here:
https://equilibriumfp.com/free-assessment
If you would like to reach out via phone for a complimentary 15-minute discussion, please call 504-229-2494.
35 min - Accessible Finance Episode 30: What does a planner look at on your tax return, and what should you be looking to optimize?
If you have questions, topics, or a scenario of your own that you'd like us to incorporate into our podcast, please direct them to [email protected] or visit us on our website at equilibriumfp.com.
If you are interested in a free, personalized assessment of your financial situation, please head here:
https://equilibriumfp.com/free-assessment
If you would like to reach out via phone for a complimentary 15-minute discussion, please call 504-229-2494.
32 min - Accessible Finance Episode 29: When and how should I consolidate my retirement accounts (401k, 457b, IRA, etc)?
If you have questions, topics, or a scenario of your own that you'd like us to incorporate into our podcast, please direct them to [email protected] or visit us on our website at equilibriumfp.com.
If you are interested in a free, personalized assessment of your financial situation, please head here:
https://equilibriumfp.com/free-assessment
If you would like to reach out via phone for a complimentary 15-minute discussion, please call 504-229-2494.
26 min - Accessible Finance Episode 28: Is A Large Tax Refund Good? How Happy Should You Be?
If you have questions, topics, or a scenario of your own that you'd like us to incorporate into our podcast, please direct them to [email protected] or visit us on our website at equilibriumfp.com.
If you are interested in a free, personalized assessment of your financial situation, please head here:
https://equilibriumfp.com/free-assessment
If you would like to reach out via phone for a complimentary 15-minute discussion, please call 504-229-2494.
26 min - Accessible Finance Episode 27: Single, mid 60s, annuity, $70k AGI
If you have questions, topics, or a scenario of your own that you'd like us to incorporate into our podcast, please direct them to [email protected] or visit us on our website at equilibriumfp.com.
If you are interested in a free, personalized assessment of your financial situation, please head here:
https://equilibriumfp.com/free-assessment
If you would like to reach out via phone for a complimentary 15-minute discussion, please call 504-229-2494.
23 min - Accessible Finance Episode 26: Scenario #3 - Couple, 3 kids, $220k AGI, 11k/mo expenses
If you have questions, topics, or a scenario of your own that you'd like us to incorporate into our podcast, please direct them to [email protected] or visit us on our website at equilibriumfp.com.
If you are interested in a free, personalized assessment of your financial situation, please head here:
https://equilibriumfp.com/free-assessment
If you would like to reach out via phone for a complimentary 15-minute discussion, please call 504-229-2494.
26 min - Accessible Finance Episode 25: Scenario #2 - Widowed, 70, Adult Kids, High Net Worth
If you have questions, topics, or a scenario of your own that you'd like us to incorporate into our podcast, please direct them to [email protected] or visit us on our website at equilibriumfp.com.
If you are interested in a free, personalized assessment of your financial situation, please head here:
https://equilibriumfp.com/free-assessment
If you would like to reach out via phone for a complimentary 15-minute discussion, please call 504-229-2494.
23 min - Accessible Finance Episode 24: Scenario #1 - Married, 30s, Kids, $160 AGI
If you have questions, topics, or a scenario of your own that you'd like us to incorporate into our podcast, please direct them to [email protected] or visit us on our website at equilibriumfp.com.
If you are interested in a free, personalized assessment of your financial situation, please head here:
https://equilibriumfp.com/free-assessment
If you would like to reach out via phone for a complimentary 15-minute discussion, please call 504-229-2494.
25 min - Accessible Finance Episode 23: Roth IRA - What, When, & Why?
If you have questions or topics you'd like us to incorporate into our podcast, please direct them to [email protected] or visit us on our website at equilibriumfp.com.
If you are interested in a free, personalized assessment of your financial situation, please head here:
https://equilibriumfp.com/free-assessment
If you would like to reach out via phone, please call 504-229-2494.
27 min - Accessible Finance Episode 22: Interview Part 2 With Cathy (a non-financial planner)
If you have questions or topics you'd like us to incorporate into our podcast, please direct them to [email protected] or visit us on our website at equilibriumfp.com.
If you are interested in a free, personalized assessment of your financial situation, please head here:
https://equilibriumfp.com/free-assessment
If you would like to reach out via phone, please call 504-229-2494.
25 min
About Accessible Finance For Retirement
From the publisher's feed
Join us each week as we, Eric Johns CFP®, EA, MBA, and Rachael Johns, J.D., take on the world of finance with a fresh, approachable perspective. As spouses and business partners, we’re here to answer your questions, tackle real-life scenarios, and break down complex financial topics in a way that leaves you saying, "I get it now."
Whether you're just starting your financial journey or looking to deepen your understanding, our warm and engaging conversations are designed to make finance accessible to everyone.
Start your path to financial clarity with us and visit us at Equilibriumfp.com!