Accessible Finance For Retirement
BookmarkEric Johns CFP®, EA, MBA with Equilibrium Financial Planning
Accessible Finance For Retirement is a business podcast hosted by Eric Johns CFP®, EA, MBA with Equilibrium Financial Planning. It has 90 episodes, with the latest published October 2025.
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!
business ·en ·90 episodes
Three Essential Questions for Retirement Success | Accessible Finance for Retirement Ep. 89
Breaking Down Listener Questions on Retirement Planning and Investment Strategies | Episode 88
When to Hire a Financial Advisor and Managing Retirement Accounts: Listener Qs Answered | Episode 87
Managing Retirement Accounts, Cash Strategies, and Roth Conversions | Accessible Finance for Retirement Ep. 86
Advanced Roth IRA Strategies: Backdoor, Mega Backdoor & Tax-Free Retirement Planning | Episode 85
Roth IRA Conversions Explained: Optimize Your Retirement Strategy | Episode 84
Roth IRA Basics: Maximizing Retirement and Tax Benefits | Accessible Finance EP 83
Retirement Regrets: Avoiding Common Pitfalls | Accessible Finance Ep 82
Making Your Retirement Bucket List a Reality: Financial Tips & Strategies | Accessible Finance Ep. 81
Top Retirement Questions Answered Rapid Fire | Accessible Finance Ep. 80
How to Evaluate Job Offers Beyond Just Salary | Accessible Finance Ep. 79
Managing Tax Risks in Your Retirement Accounts | Accessible Finance Ep. 78
How to Lower Your Taxes Before Retirement | Episode 77 of Accessible Finance
Understanding the Three Tax Buckets for Smarter Financial Planning | Accessible Finance Ep. 76
Navigating Financial Decisions After Losing a Spouse | Episode 75
Navigating Your Retirement in a Down Market | Accessible Finance Ep 74
Understanding Pension Plans, Social Security & Recent Policy Changes | Accessible Finance Ep. 73
Financial Planning for Life's Unexpected Curveballs | Accessible Finance Ep. 72
Accessible Finance Episode 71: Selecting The Right Advisor-What Questions Should I Ask? How Can I Ensure They Are The Right Fit?
Accessible Finance Episode 70: How Do We Handle Taxes With Such Different Income Brackets?
Accessible Finance Episode 69: How To Help Adult Child Without Jeopardizing Our Retirement?
Accessible Finance Episode 68: How to Choose a Fiduciary Advisory, Roth Withdrawals, and Conversions
Accessible Finance Episode 67: Retirement Roth Contributions, Commission Jobs, and IBonds
Accessible Finance Episode 66: Equities Only Portfolios, Roth conversions vs IRA distributions
Accessible Finance Episode 65: High Yield Savings, CDs, Stock/Fixed Income Allocations, and More!
Accessible Finance Episode 64: Give Your Younger Self Financial Advice That Would Have Benefitted You Today
Accessible Finance Episode 63: IRMAA, Roth Conversions, RMDs, Pro Rata, Aggregation, and more!
Accessible Finance Episode 62: Annuities, Roth IRAs, HELOCs, Capital Gains and More...Listener Questions
Accessible Finance Episode 61: Fee based vs Fee Only, Taxes, 401k and more- Listener Questions
Accessible Finance Episode 60: Investment Selection, Estate Planning, and Annuities - Listener Questions
Accessible Finance Episode 59 : The Golden Years or The Broke Years? Avoiding the Retirement Pitfalls
Accessible Finance Episode 58: Talking Money with Family-Navigating Tricky Financial Conversations
Accessible Finance Episode 57: Retirement Roulette - Are You Betting on a Winning Strategy?
Accessible Finance Episode 56: The Sandwich Generation: Preserving Your Sanity While Caring for Aging Parents and Kids
Accessible Finance Episode 55: Why are Roth Conversions Useful, and How Can They Help You?
Accessible Finance Episode 54: Ron & Hermione, 58 & 56, Pre-Retirees Planning For Early Retirement
Accessible Finance Episode 53: Bruce & Rachel, 66 and 64, Recently Retired Struggling With Asset Management
Accessible Finance Episode 52: Linda, 60, Planning Her Retirement With A Large Cash Reserve Currently
Accessible Finance Episode 51: John, 70, Looking To Retire With A Legacy Planning Focus
Accessible Finance Episode 50: Listener Write-In - Concerned My Parents Have Underfunded Retirement Accounts - What Do We Do?
Accessible Finance Episode 49: Listener Scenario - High Net Worth Couple, 68 & 66, Looking To Maintain Lifestyle While Being Tax Efficient
Accessible Finance Episode 48: Eric Reacts to Financial Advice Quotes - Part 3
Accessible Finance Episode 47: Eric Reacts to Financial Advice Quotes - Part 2
Accessible Finance Episode 46: Eric Reacts to Financial Advice Quotes - Part 1
Accessible Finance Episode 45: Retirement Part 7 - Estate Planning Part B
Accessible Finance Episode 44: Retirement Part 6 - Estate Planning Part A
Accessible Finance Episode 43: Retirement Part 5 - Long Term Care
Accessible Finance Episode 42: Retirement Part 4 - Shifts in Asset Allocation
Accessible Finance Episode 41: Retirement Part 3 - Medicare & Healthcare Planning
Accessible Finance Episode 40: Retirement Part 2 - Withdrawal Strategies
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