Accessible Finance For Retirement

Accessible Finance For Retirement

Eric Johns CFP®, EA, MBA with Equilibrium Financial Planning

Episodes 90
Avg. Duration 24m
Activity Dormant
Apple Rating 5.0 (7)
Since Aug 2023
Latest Episode Oct 2025

Publishing Details

Schedule
Every 2 Weeks
Format
Episodic
Consistency
83%
Hosting
anchor.fm

Contact & Outreach

About This Podcast

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!

Explore Statistics

Recent Episodes

S1E89 Three Essential Questions for Retirement Success | Accessible Finance for Retirement Ep. 89

Oct 27, 2025 20m

In this episode, Eric and Rachael Johns answer listener questions and discuss an article from The Retirement Manifesto titled 'Three Questions That Determine 99% of Your Retirement Success.' They…

S1E88 Breaking Down Listener Questions on Retirement Planning and Investment Strategies | Episode 88

Oct 13, 2025 30m

In Episode 88 of Accessible Finance for Retirement, hosts Eric and Rachael Johns address detailed listener questions focusing on retirement planning and investment strategies. The episode features an…

S1E87 When to Hire a Financial Advisor and Managing Retirement Accounts: Listener Qs Answered | Episode 87

Oct 02, 2025 21m

Welcome to episode 87 of Accessible Finance for Retirement with Eric and Rachael Johns. In this episode, we address listener questions covering crucial topics like the right time to hire a financial…

S1E86 Managing Retirement Accounts, Cash Strategies, and Roth Conversions | Accessible Finance for Retirement Ep. 86

Sep 10, 2025 18m

In Episode 86 of Accessible Finance for Retirement, hosts Eric and Rachael Johns address several pressing questions from their listeners. Topics include the benefits of opening a Roth IRA in a…

Advanced Roth IRA Strategies: Backdoor, Mega Backdoor & Tax-Free Retirement Planning | Episode 85

Aug 28, 2025 25m

In this final installment of our Roth IRA miniseries, hosts Eric and Rachael Johns take you beyond the basics and dive deep into advanced Roth strategies that can help you maximize your retirement…

S1E84 Roth IRA Conversions Explained: Optimize Your Retirement Strategy | Episode 84

Aug 12, 2025 25m

Welcome to episode 84 of Accessible Finance for Retirement! Hosted by Eric and Rachael Johns, this episode dives into Roth IRA Conversions, a powerful strategy for managing taxable income and…

Roth IRA Basics: Maximizing Retirement and Tax Benefits | Accessible Finance EP 83

Aug 04, 2025 34m

Unlocking Roth IRA Secrets: Fundamentals Explained | Accessible Finance Ep 83Welcome to episode 83 of Accessible Finance for Retirement! Eric and Rachael Johns kick off a three-part miniseries on…

S1E82 Retirement Regrets: Avoiding Common Pitfalls | Accessible Finance Ep 82

Jul 17, 2025 32m

In episode 82 of Accessible Finance, hosts Eric and Rachael Johns delve into retirement regrets and how to avoid common pitfalls. They discuss personal stories from retirees who wish they had started…

Making Your Retirement Bucket List a Reality: Financial Tips & Strategies | Accessible Finance Ep. 81

Jul 07, 2025 26m

In episode 81 of Accessible Finance, Eric and Rachael Johns discuss how to create and fund your retirement bucket list without breaking the bank. They share their own bucket list items and emphasize…

Top Retirement Questions Answered Rapid Fire | Accessible Finance Ep. 80

Jun 26, 2025 29m

Welcome to episode 80 of Accessible Finance with Eric and Rachael Johns! In this rapid-fire session, Eric answers your most pressing retirement questions without his famous 'It depends' caveat. From…

S1E79 How to Evaluate Job Offers Beyond Just Salary | Accessible Finance Ep. 79

Jun 18, 2025 27m

Welcome to episode 79 of Accessible Finance! Join Eric and Rachael Johns as they break down how to compare job offers beyond just the paycheck. Learn what benefits to look for, how to quantify those…

Managing Tax Risks in Your Retirement Accounts | Accessible Finance Ep. 78

Jun 10, 2025 21m

In episode 78 of Accessible Finance, we tackle the challenge of managing tax risks in pre-tax accounts like 401(k)s and traditional IRAs. Eric and Rachel discuss the importance of considering future…

S1E77 How to Lower Your Taxes Before Retirement | Episode 77 of Accessible Finance

Jun 02, 2025 19m

In Episode 77 of Accessible Finance, we tackle a pressing question: 'How do I reduce my tax bill before I retire?' Eric and Rachael discuss critical strategies for those nearing retirement, including…

S1E77 Understanding the Three Tax Buckets for Smarter Financial Planning | Accessible Finance Ep. 76

May 19, 2025 22m

In episode 76 of Accessible Finance, we break down the three tax buckets: taxable, tax-deferred, and tax-free accounts. Discover how each impacts your taxes, flexibility, and financial planning.…

S1E75 Navigating Financial Decisions After Losing a Spouse | Episode 75

May 01, 2025 19m

In episode 75 of Accessible Finance, we address an emotional and critical listener question from someone who has recently lost a spouse and feels overwhelmed with financial decisions. The discussion…

S1E74 Navigating Your Retirement in a Down Market | Accessible Finance Ep 74

Apr 21, 2025 22m

🎙️ Episode 74: Navigating Your Retirement in a Down Market Are you planning to retire but worried about the market downturn? Is it wise to push on or is waiting the better option? In this episode,…

S1E73 Understanding Pension Plans, Social Security & Recent Policy Changes | Accessible Finance Ep. 73

Apr 14, 2025 26m

In episode 73 of Accessible Finance, hosts dive into a detailed listener question about retirees with pension plans. They discuss the implications of the Windfall Elimination Provision (WEP) ending,…

S1E72 Financial Planning for Life's Unexpected Curveballs | Accessible Finance Ep. 72

Apr 07, 2025 26m

Financial Planning for Life's Unexpected Curveballs | Accessible Finance Ep. 72In Episode 72 of Accessible Finance, we tackle the topic of preparing your finances for life's unexpected events by…

Accessible Finance Episode 71: Selecting The Right Advisor-What Questions Should I Ask? How Can I Ensure They Are The Right Fit?

Mar 23, 2025 26m

In this episode, we answer the question: "I don't trust financial advisors because of bad past experiences. What questions should I ask to find the right one now?" Unfortunately, you're not alone,…

S1E70 Accessible Finance Episode 70: How Do We Handle Taxes With Such Different Income Brackets?

Mar 16, 2025 26m

In this episode, we answer the question: "I just retired, but my spouse is still working. How should we handle taxes now that our income brackets are so different?" Ultimately, Filing status matters,…

Frequently Asked Questions

How many episodes does Accessible Finance For Retirement have?

Accessible Finance For Retirement has published 90 episodes since August 2023, covering topics in Business, Investing.

Is Accessible Finance For Retirement still active?

Accessible Finance For Retirement is currently dormant with new episodes every 2 weeks. Average episode length is 24m.

How do I contact Accessible Finance For Retirement for sponsorship or guest appearances?

Sign up on Grep.FM to access contact details for Accessible Finance For Retirement, including email and social media links.

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