Capital Clarity Radio with Andrew Johnsen

On this episode of Capital Clarity Radio, host Andrew Johnsen welcomes guest Crystal Reed. You can find them right here in Dallas at Waterloo Capital.  Discover essential insights on women in finance, from overcoming barriers to effective investment strategies. Perfect for anyone looking to enhance their financial journey. In today’s financial landscape, understanding the role of women in finance is more crucial than ever. With the increasing emphasis on diversity and inclusion in the financial sector, today's program aims to shed light on the unique perspectives women bring to investing and financial planning. We’ll explore insights from industry professionals, providing actionable strategies for women looking to take charge of their financial futures.  If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933 or click here to visit our website. retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management,See omnystudio.com/listener for privacy information.

In this episode of Capital Clarity Radio, host Andrew Johnsen discusses how to interpret Q1 financial statements, the importance of strategic rebalancing, tax planning strategies, and the value of personalized retirement planning. Learn how to avoid emotional decisions and gain confidence in your retirement strategy.  If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933 or click here to visit our website. retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management,See omnystudio.com/listener for privacy information.

On this edition of Capital Clarity Radio It's all about turning your savings into reliable retirement income. Your host Andrew Johnsen discusses the importance of planning that can ease stress during chaotic times. Easier said, correct? How can you achieve this kind of confidence? Andrew dives in coming up on this episode.  If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933 or click here to visit our website. retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management,See omnystudio.com/listener for privacy information.

On this edition of Capital Clarity Radio host Andrew Johnsen will discuss what's moving the needle when it comes to your money.  In today’s global landscape, geopolitical events can have far-reaching implications for your financial portfolio. With tensions rising in the Middle East, particularly with Iran, many investors are left wondering how these conflicts could impact their finances.  If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933 or click here to visit our website. retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management,See omnystudio.com/listener for privacy information.

On this edition of Capital Clarity Radio with Andrew Johnsen, Geopolitical events, such as wars or regime changes, can create significant uncertainty in the financial markets. This often leads to volatility, which can be alarming for investors. For instance, when major conflicts arise, investors may react by pulling out of the market, fearing a downturn. However, history shows that markets often recover from these shocks faster than expected. If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933 or click here to visit our website. retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management,See omnystudio.com/listener for privacy information.

In this episode of Capital Clarity Radio, Andrew Johnsen discusses the implications of tariffs on retirement planning, the benefits and drawbacks of Indexed Universal Life (IUL) and Fixed Indexed Annuities (FIA), and the critical importance of estate planning. The conversation also addresses listener questions regarding retirement strategies, including income generation, tax implications, and long-term care insurance. The episode emphasizes the need for proactive financial planning to ensure a secure retirement and legacy. If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933 or click here to visit our website. retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth managementSee omnystudio.com/listener for privacy information.

In this episode of Capital Clarity Radio, Andrew Johnsen discusses the complexities of retirement planning in a changing economic landscape. He emphasizes the importance of smart risk management, the role of hedged equity funds, and the need for a balanced approach to growth and security in retirement. The conversation also covers the impact of government policies on retirement savings, the risks posed by geopolitical events, and the significance of choosing the right financial advisor. Additionally, Johnsen addresses various retirement scenarios, providing insights on how to navigate them effectively. If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933 or click here to visit our website. retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management,See omnystudio.com/listener for privacy information.

In this episode of Capital Clarity Radio, Andrew Johnsen and Don Simoneaux discuss the intricacies of alternative investments, including private equity and private credit. They explore the benefits of incorporating these assets into investment portfolios, the importance of due diligence, and the challenges investors face in accessing these opportunities. The conversation also covers the role of annuities in providing stability and income in retirement, emphasizing the need for professional guidance in navigating these complex financial instruments. If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933 or click here to visit our website. retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management  See omnystudio.com/listener for privacy information.

In this episode of Capital Clarity Radio, host Andrew Johnson welcomes David Marra, co-founder and Chief Investment Officer of Markin Asset Management. They discuss various investment strategies, the importance of downside protection, and the current threats to the capital markets, including geopolitical risks. David shares insights on the Volterra strategy, which focuses on high-growth companies, particularly in the AI sector. The conversation also covers long-term care planning and the balance between enjoying retirement and leaving a legacy for future generations. If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933 or click here to visit our website. retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management,See omnystudio.com/listener for privacy information.

In this episode of Capital Clarity Radio, Andrew Johnsen discusses the significant impact of inflation on retirement planning and income strategies. He emphasizes the need for retirees to adapt their financial strategies to cope with rising costs, highlighting that the traditional 4% withdrawal rule may no longer be reliable. The conversation also explores the benefits of part-time work in retirement, the importance of a family office mindset for effective financial planning, and practical solutions for common retirement challenges. Johnsen encourages listeners to evaluate their spending habits and build a strong advisory team to enhance their financial decision-making. If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933 or click here to visit our website. retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth managementSee omnystudio.com/listener for privacy information.

In this episode of Capital Clarity, Andrew Johnsen discusses the critical aspects of retirement planning, emphasizing the importance of having a written plan, starting early with savings, and understanding income needs in retirement. He highlights the necessity of preparing for market fluctuations and financial emergencies, as well as the importance of estate planning and creating a legacy for future generations. The conversation also touches on the role of annuities in retirement income and the need for proactive financial management.  Call Waterloo Capital at 800-557-4933See omnystudio.com/listener for privacy information.

In this episode of Capital Clarity Radio, hosts Bruce Rosenbloom and Andrew Johnsen discuss the multifaceted aspects of financial independence and retirement planning. They emphasize the importance of a holistic approach that includes health, wealth, and personal happiness. The conversation covers critical topics such as understanding debt, the significance of consistent savings habits, long-term care planning, and the necessity of estate planning. They also address real-life financial scenarios in the Q&A segment, providing practical advice for listeners. Call Capital Clarity to book a free, no obligation visit with Andrew Johnsen at 800-557-4933.See omnystudio.com/listener for privacy information.

On this first episode of Capital Clarity Radio, Andrew Johnsen and Jackie Selby keep it real about why “before COVID” and “after COVID” feel like two different financial worlds — and what that means for your retirement plan. Andrew breaks down market timing myths, why default 401(k) settings can quietly hurt you, and how strategies like Roth conversions, smarter cash-on-the-sidelines moves, and updated annuities can create real flexibility without gambling your future. Then they take it into 2026: inflated valuations, rate cuts, tariffs, and the AI boom — plus how to get practical exposure without chasing hype, while still protecting the downside.See omnystudio.com/listener for privacy information.