Marshall Johnson

Marshall Johnson, a co-host specializing in retirement tax planning, delves into the implications of recent tax policy changes following the 2024 elections. He discusses how the Tax Cuts and Jobs Act is set to expire in 2026, impacting future tax rates. Johnson provides insights on navigating state and local taxes, estate tax planning, and strategic financial planning for retirees. He emphasizes the importance of staying informed to maximize retirement tax opportunities and shares advice for optimizing personal financial strategies.

Marshall Johnson, a Certified Financial Planner, joins Casey Weade to tackle the emotional roadblocks that keep you from financial progress. They discuss why avoidance erodes confidence and share the powerful 'Hurricane vs. Tornado' analogy to prepare for market shifts. Johnson introduces the 'Shame Audit' strategy to identify neglectful spending. Their takeaway? Small, intentional steps can lead to significant financial improvements, encouraging listeners to act rather than procrastinate on vital retirement conversations.

Marshall Johnson, a certified financial planner, shares invaluable insights into common retiree regrets and strategies to avoid them. He emphasizes the importance of saving adequately, revealing that many retirees wish they had saved more. The conversation also covers the significance of Social Security decisions and the challenges of managing debt in retirement. Furthermore, they discuss the regrets of early retirement and stress the need for health awareness and financial readiness. Overall, practical advice is provided to help listeners navigate their retirement planning effectively.