Retire at New Heights with Johnnie Roberts

Talking about the Mrs. - The Misses that are so common in retirement planning

Episode Notes

In this episode, Johnnie  breaks down the most common “misses” people make as they approach retirement. He explains why focusing only on account balances and investment returns can leave major gaps, especially around taxes, long-term care, and lifetime income. Johnnie emphasizes the mindset shift required when moving from accumulation to preservation and distribution.