Capitalized Life Radio Show

When we think about 2023, we remember the events that unfolded overseas in September and October. However, in November, the stock market hit an all-time high. While things are going well now, it's important to remember that this good fortune won't last forever.

Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.

As we near the end of the year, our thoughts naturally turn to taxes. This time of year typically prompts us to consider our financial responsibilities and take necessary actions to ensure a smooth tax season for 2024.

Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.

Wars, Congress, and the Federal Reserve have made predicting the economy's future difficult. As we peel back the layers of uncertainty to see what's inside, we can observe that November was a record-breaking month. However, the big question remains: How can we predict how the rest of the year will unfold?

Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.

While achieving financial stability and improving your quality of life during retirement is important, it's equally vital to consider the broader dimensions of your life's journey.

Discover how lifestyle planning can change your perspective on retirement preparation by listening to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here.

Fiduciaries prioritize their clients' success when it comes to retirement savings. The five P's can be a helpful framework in helping ensure that your retirement planning is on the right track.

Find out what the "Five P's" are by listening to the latest Capitalized Life and Retirement show here.

Many people own life insurance, but they often find it intimidating and shrouded in mystery. You might think about the agent who sold it to you or the company you got it from, and then you seldom hear from them again. However, life insurance is important and can affect you and your loved ones in significant ways.

Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.

Have you ever found yourself lost in an unfamiliar place? The road to retirement can feel like getting lost in a foreign destination. In a world full of chaos and unpredictability, a financial advisor can make a big difference.

Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.

Our parents and grandparents often said, "They don't make them like they used to," expressing a belief in the declining quality of goods over time. Today, we not only face concerns about product durability but also about societal and economic stability.

These uncertainties raise questions about the long-term future and what lies ahead. Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.

As parents age, it brings about new challenges in communication and decision-making. Navigating through these transitions requires patience, empathy, and open communication to find solutions that honor aging parents' wishes.

Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to learn more.

Today, we're addressing a common question received at Johnson Wealth and Income Management.

Our listener for today, Janet, is still working and relies on a financial advisor. In 2022, she experienced significant financial losses and hasn't bounced back yet. She's been on a financial rollercoaster. Her advisor claims she's secure, but she's uncertain about what "safe" truly implies.

Listen to the latest Capitalized Life and Retirement Show with Matthew P. Johnson here to find out more.