Accessible Finance For Retirement
by Eric Johns CFP®, EA, MBA with Equilibrium Financial Planning
Latest episode
Episode 91: The Science of Happiness (and Why It Matters for…
Episode 91: The Science of Happiness (and Why It Matters for…
About this podcast
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!
Episodes
The newest 20 of 92 episodes
- Episode 91: The Science of Happiness (and Why It Matters for Financial Planning) · 26 min · Season 1 Episode 91In episode 91 of Accessible Finance, Eric and Rachael Johns continue their discussion on happiness and its role in financial planning, using insights from Time magazine’s special…
- Can Money Buy Happiness? | Accessible Finance Episode 90 · 23 min · Season 1 Episode 86In episode 90, Eric and Rachael Johns begin a multi-episode discussion on whether money can buy happiness, especially for people nearing or in retirement who are shifting from…
- Three Essential Questions for Retirement Success | Accessible Finance for Retirement Ep. 89 · 21 min · Season 1 Episode 89In this episode, Eric and Rachael Johns answer listener questions and discuss an article from The Retirement Manifesto titled 'Three Questions That Determine 99% of Your…
- Breaking Down Listener Questions on Retirement Planning and Investment Strategies | Episode 88 · 30 min · Season 1 Episode 88In Episode 88 of Accessible Finance for Retirement, hosts Eric and Rachael Johns address detailed listener questions focusing on retirement planning and investment strategies…
- When to Hire a Financial Advisor and Managing Retirement Accounts: Listener Qs Answered | Episode 87 · 21 min · Season 1 Episode 87Welcome to episode 87 of Accessible Finance for Retirement with Eric and Rachael Johns. In this episode, we address listener questions covering crucial topics like the right time…
- Managing Retirement Accounts, Cash Strategies, and Roth Conversions | Accessible Finance for Retirement Ep. 86 · 19 min · Season 1 Episode 86In Episode 86 of Accessible Finance for Retirement, hosts Eric and Rachael Johns address several pressing questions from their listeners. Topics include the benefits of opening…
- Advanced Roth IRA Strategies: Backdoor, Mega Backdoor & Tax-Free Retirement Planning | Episode 85 · 25 minIn this final installment of our Roth IRA miniseries, hosts Eric and Rachael Johns take you beyond the basics and dive deep into advanced Roth strategies that can help you…
- Roth IRA Conversions Explained: Optimize Your Retirement Strategy | Episode 84 · 25 min · Season 1 Episode 84Welcome to episode 84 of Accessible Finance for Retirement! Hosted by Eric and Rachael Johns, this episode dives into Roth IRA Conversions, a powerful strategy for managing…
- Roth IRA Basics: Maximizing Retirement and Tax Benefits | Accessible Finance EP 83 · 34 minUnlocking Roth IRA Secrets: Fundamentals Explained | Accessible Finance Ep 83 Welcome to episode 83 of Accessible Finance for Retirement! Eric and Rachael Johns kick off a…
- Retirement Regrets: Avoiding Common Pitfalls | Accessible Finance Ep 82 · 33 min · Season 1 Episode 82In episode 82 of Accessible Finance, hosts Eric and Rachael Johns delve into retirement regrets and how to avoid common pitfalls. They discuss personal stories from retirees who…
- Making Your Retirement Bucket List a Reality: Financial Tips & Strategies | Accessible Finance Ep. 81 · 26 minIn episode 81 of Accessible Finance, Eric and Rachael Johns discuss how to create and fund your retirement bucket list without breaking the bank. They share their own bucket list…
- Top Retirement Questions Answered Rapid Fire | Accessible Finance Ep. 80 · 30 minWelcome to episode 80 of Accessible Finance with Eric and Rachael Johns! In this rapid-fire session, Eric answers your most pressing retirement questions without his famous 'It…
- How to Evaluate Job Offers Beyond Just Salary | Accessible Finance Ep. 79 · 27 min · Season 1 Episode 79Welcome to episode 79 of Accessible Finance! Join Eric and Rachael Johns as they break down how to compare job offers beyond just the paycheck. Learn what benefits to look for…
- Managing Tax Risks in Your Retirement Accounts | Accessible Finance Ep. 78 · 22 minIn episode 78 of Accessible Finance, we tackle the challenge of managing tax risks in pre-tax accounts like 401(k)s and traditional IRAs. Eric and Rachel discuss the importance…
- How to Lower Your Taxes Before Retirement | Episode 77 of Accessible Finance · 20 min · Season 1 Episode 77In Episode 77 of Accessible Finance, we tackle a pressing question: 'How do I reduce my tax bill before I retire?' Eric and Rachael discuss critical strategies for those nearing…
- Understanding the Three Tax Buckets for Smarter Financial Planning | Accessible Finance Ep. 76 · 22 min · Season 1 Episode 77In episode 76 of Accessible Finance, we break down the three tax buckets: taxable, tax-deferred, and tax-free accounts. Discover how each impacts your taxes, flexibility, and…
- Navigating Financial Decisions After Losing a Spouse | Episode 75 · 19 min · Season 1 Episode 75In episode 75 of Accessible Finance, we address an emotional and critical listener question from someone who has recently lost a spouse and feels overwhelmed with financial…
- Navigating Your Retirement in a Down Market | Accessible Finance Ep 74 · 22 min · Season 1 Episode 74🎙️ Episode 74: Navigating Your Retirement in a Down Market Are you planning to retire but worried about the market downturn? Is it wise to push on or is waiting the better…
- Understanding Pension Plans, Social Security & Recent Policy Changes | Accessible Finance Ep. 73 · 27 min · Season 1 Episode 73In episode 73 of Accessible Finance, hosts dive into a detailed listener question about retirees with pension plans. They discuss the implications of the Windfall Elimination…
- Financial Planning for Life's Unexpected Curveballs | Accessible Finance Ep. 72 · 26 min · Season 1 Episode 72Financial Planning for Life's Unexpected Curveballs | Accessible Finance Ep. 72In Episode 72 of Accessible Finance, we tackle the topic of preparing your finances for life's…
