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18 minutes | 3 days ago
Episode 15: Mutual Funds and ETF’s
Both are diversified stock or bond portfolios. Both can easily be purchased. ETF’s are more tax efficient. ETF’s offer greater transparency.
16 minutes | 23 days ago
Episode 14: How Much Money Do I Need To Retire?
Know your cash flow. Make sure you don’t have lazy investments What withdrawal rate will provide what you need and last your lifetime? Everyone is different. You need a custom retirement plan that encompasses Investments, Taxes, Income, Inflation, and your legacy.
12 minutes | a month ago
Episode 13: The Spousal Tax Trap
The Filing Single tax bracket is the highest current tax rate. When a spouse passes away, they get moved to the Filing Single tax bracket Strategies used to lessen the burden of taxes now and later.
13 minutes | 2 months ago
Episode 12: RMD's in 2021
RMD age moved to age 72. How to calculate RMD’s Strategies to lower your RMD.
12 minutes | 3 months ago
Episode 11: Asset Location and the Role it Plays in Portfolio Success
Asset location is just as important as Asset allocation. Pay attention to what assets are in your different accounts. Is a canned portfolio ok for you or do you need a customized investment plan?
28 minutes | 5 months ago
Episode 10: Will the Election Affect My Financial Plan?
Review the risk you are taking in your investment portfolio Get a Roth Conversion Review done Review your Income Plan
16 minutes | 8 months ago
Episode 9: Why IRA’s Are Bad During Retirement
Every dollar is taxed Distributions can impact the tax you pay on other income Required to pull money out Worst type of account to pass to surviving spouses No control over taxes paid or how much tax is paid
13 minutes | 9 months ago
Episode 8: Four Things To Check Now
Review of Expenses – Current and Future Review Your Assets Know the Risk You Are Taking Do You Have an Income Gap?
8 minutes | a year ago
Episode 7: The SECURE Act
Age change for starting RMD’s. Contribution age change. Guaranteed Income rider options in 401(k)’s now. Exceptions for the early withdrawal penalty. Withdrawal changes for 529 accounts.
5 minutes | a year ago
Episode 6: Personal Benchmark
Financial success is not just about adding $0’s to your net worth. Investing comes down to two things. Opportunity and Risk. Having your own benchmark can help with market stress during volatile periods.
15 minutes | a year ago
Episode 5: Investment Planning
Duane and Aaron Johnson talk about the important aspects in investment planning.
22 minutes | 2 years ago
Episode 4: Estate Planning
Duane and Aaron Johnson talk about the important elements of estate planning.
18 minutes | 2 years ago
Episode 3: Tax Planning
Duane and Aaron Johnson talk about the important elements of tax planning.
16 minutes | 2 years ago
Episode 2: Income Planning
Duane and Aaron Johnson talk about the important elements of income planning.
11 minutes | 2 years ago
Episode 1: Intro to Duane Johnson Group
Duane and Aaron Johnson talk about who they are and what they do.
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