Capital Conversations

Capital Conversations

By Johnson Capital Planning LLCBusiness
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Capital Conversations episodes

  • Episode 5- The Life Insurance Playbook: Structure, Strategy & Long-Term Impact

    On today's episode of Capital Conversations, we take a deep dive into life insurance. We begin with intros and break down what life insurance is (01:50). We then break down the different types of life insurance (4:50). Then we talk about how life insurance fits into your overall financial plan (18:07). We address some common misconceptions and sentiments about life insurance in the black community (27:50). We end with a conversation about shifting our mindset on benefiting from death (44:31). If you don't have coverage outside of work, you should book a meeting with us. If you want us to review your current coverage, you should book a meeting with us. If you want to be that person who changes your family's dynamic, you should book a meeting with us.

    Facebook: Johnsoncapitalplanning

    Instagram: Johnsoncapitalplanning

    Garrison's Calendy: https://calendly.com/garrisonjohnsoncap

    Marcus's Calendy: https://calendly.com/marcusjohnson

     

    54 min
  • Episode 4- Money & Mental Health (Ft. Brittney Wilcox, LPC, MHSP)

    On today's episode we have Brittney Wilcox, LPC, MHSP join us to discuss mental health and money. We begin with intros, then we give a recap of what Johnson Capital has been doing lately (2:54). Brittney shares with us how much stress stems from finances (6:45). Brittney gives some tips on how to regulate (12:28). Marcus inquires the maintenance of therapy once someone has improved (18:33). We address a very important topic, the difference between therapy and coaching (23:42). Brittney shares with us what we should look for in a therapist (29:20). We wrap with a question about the effects of widespread gambling access (36:35). This episode is for informational purposes and if you need help, please seek a licensed mental health professional.

    40 min
  • Episode 3- Tax Planning vs. Tax Preparation, The Truth About Taxes (Ft. Allan Leslie)

    On today's episode of Capital Conversations, we have on Alan Leslie, CPA. We jump right into it and discuss the biggest tax mistakes (2:08). Allan breaks down tax preparation vs. tax planning (9:41). We discuss the benefits of financial advisors and CPAs work together with clients (20:00). We transition to self-employed people and break down the different entity types (27:03). We wrap up with capital gains taxes in retirement and required minimum distributions (38:02).

     

    Johnson Capital Planning- [email protected]

     

    Leslie CPA & Consulting, PLLC- [email protected]

    615-933-1885

    47 min
  • Episode 2- Risk Tolerance vs. Risk Capacity

    On today's episode of Capital Conversations, we begin with introductions and some background on our personal lives, then we get into the current events (6:31). We break down risk tolerance and risk capacity (12:06). We end with opportunity cost and the power of starting a financial plan now (26:17). Feel free to follow us on Facebook and Instagram @johnsoncapitalplanning and you can email us at [email protected].

    42 min
  • Episode 1- Navigating Through Turbulent Times

    On today's episode of Capital Conversations, we begin with intros, then we recognize Garrison receiving his Chartered Life Underwriter® Designation from the American College of Financial Services (3:20). We dive into the current state of the economy (6:00). We talk about how the economy affects the every day person (17:10). We transition to if we've seen this economy before (21:56). We wrap up with advice to the black community during these times (25:04). If you have any questions, feel free to reach out at [email protected] and on Facebook Johnson Capital Planning LLC.

    30 min

About Capital Conversations

From the publisher's feed

This is a podcast where we discuss an array of financial topics that can impact you and your future. We break it down from our experience and in a way that you can relate. Plan your dollars, plan…