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Capital Clarity Radio with Andrew Johnsen episodes
- Inflation, Fed Signals and Your Year-End Retirement Checklist
Markets, inflation data and Federal Reserve signals can send investors in different directions. Andrew Johnsen and Morgan Patrick connect those headlines to practical year-end questions about retirement contributions, realized gains and losses, Roth conversions and charitable giving.
Call 800-557-4933 to ask about a Capital Clarity review with Waterloo Capital or click here to visit our website.
retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management,
See omnystudio.com/listener for privacy information.
55 min - Contradiction Between the Market and Bond Yields and What it means to You
In this episode, Andrew Johnsen analyzes the current macroeconomic environment, discussing market signals, energy prices, gold, and portfolio strategies to navigate uncertainty and inflation.
If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933
or click here to visit our website.
retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management,
See omnystudio.com/listener for privacy information.
54 min - What the Bond Market Warning Signals Mean for Investors
In this episode, Andrew Johnsen discusses the current state of the bond market, its implications for investors, and how to navigate the changing investment landscape. Plus, a fun game of Capital Clarity Jeopardy adds a light touch to complex financial topics.
If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933
or click here to visit our website.
retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management,
See omnystudio.com/listener for privacy information.
53 min - Private Markets Require Deliberate Planning and Understanding
In this episode, Andrew Johnsen discusses the complexities of investing in real assets and private markets, the impact of monetary policy on everyday finances, and practical tips for building a resilient financial plan. Andrew explores how tangible assets like gold, real estate, and infrastructure can diversify portfolios and hedge against economic uncertainties.
If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933
or click here to visit our website.
retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management,
See omnystudio.com/listener for privacy information.
54 min - The Evolution of Portfolio Construction Beyond 60-40
In this episode, Andrew Johnsen from Waterloo Capital discusses the complexities of private credit, gold as an investment, and the evolution of portfolio strategies beyond the traditional 60-40 split. Listeners will learn how to evaluate liquidity risks, the role of alternative assets, and key questions to ask their financial advisors before year-end.
If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933
or click here to visit our website.
retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management,
See omnystudio.com/listener for privacy information.
54 min - The Economic Divide and Why It Matters
In this episode, Andrew Johnsen from Waterloo Capital discusses the nuances of wealth versus income, how business owners can increase their company's value, and the emerging role of private equity in retirement portfolios. Learn practical strategies to build wealth, prepare for a sale, and diversify your investments effectively.
Topics on today's episode:
- Liquidity versus net worth in wealth assessment
- Strategies for building wealth beyond high income
- Preparing your business for sale years in advance
- The difference between being rich and being wealthy
If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933
or click here to visit our website.
retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management,
See omnystudio.com/listener for privacy information.
53 min - What Really Matters in Wealth planning
In this episode, host Andrew Johnsen challenges conventional financial wisdom, exploring what truly matters in wealth management and retirement planning. Andrew discusses common myths, strategic choices, and the importance of personalized financial strategies.
If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933
or click here to visit our website.
retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management,
See omnystudio.com/listener for privacy information.
52 min - A Changing Financial Landscape and What it Means for Your Future
In this episode, Andrew Johnsen explores the evolving landscape of interest rates, government debt, AI investment, and strategic financial planning. Andrew discusses how these factors impact investors and what steps individuals can take to optimize their portfolios in a changing economic environment.
If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933
or click here to visit our website.
retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management,
See omnystudio.com/listener for privacy information.
53 min - Impact of Potential Financial Crises on Your Future Retirement
This episode explores the complex relationship between US federal debt, interest rates, and the potential for financial crises. Andrew Johnsen discusses whether economic weakness might be intentionally tolerated to facilitate debt refinancing and the implications for investors and policymakers.
If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933
or click here to visit our website.
retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management,
See omnystudio.com/listener for privacy information.
52 min - The Importance of Holistic Financial Planning
In this episode, Andrew Johnsen from Waterloo Capital discusses the implications of potential interest rate hikes, the importance of true diversification, and the critical role of comprehensive financial planning beyond investment returns.
If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933
or click here to visit our website.
retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management,
See omnystudio.com/listener for privacy information.
53 min
About Capital Clarity Radio with Andrew Johnsen
From the publisher's feed
Capital Clarity Radio with Andrew Johnsen isn’t just another money show. It’s where real people go to make sense of their financial lives without the noise, jargon, or sales pitches. Andrew Johnsen brings sharp insight, high energy, and a client-first mindset shaped by years at Merrill Lynch and sharpened by his forward-thinking work at Waterloo, breaking down investing, planning, and wealth strategy in a way that actually clicks. He doesn’t talk at you. He talks with you, asking the questions most people don’t know they should be asking about their money, their goals, and the life they want to live.
Each episode blends Andrew’s outside-the-box thinking with straight-talk clarity, helping listeners connect the dots between their finances and their lifestyle. Whether you’re building wealth, protecting what you’ve already earned, or trying to avoid the costly mistakes too many people make, Capital Clarity Radio delivers practical insight you can use right now. If you want a smarter, more personal take on money from someone who puts people first and portfolio second, then this is the show you don’t want to miss!