Free Daily Podcast Summary
Retire at New Heights with Johnnie Roberts: Daily Summaries Delivered
by Johnnie Roberts
Welcome to the Retire at New Heights podcast with financial expert and author Johnnie Roberts. Each episode features helpful insights, practical tips and reliable strategies to help make your retirement as enjoyable as possible. Enjoy listening as co-host Michael DeLon talks with Johnnie Roberts about Securing Your Incredible Future with a Retirement Shield.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 3 days ago18 min
Managing Your 401(k) with Special Guest Hary Sastro
In this episode, Johnnie and Hary explore self-directed brokerage accounts and the additional flexibility they may offer inside some employer retirement plans. They compare three approaches—doing it yourself, using a 401(k) Optimizer for guidance, and having professionals actively manage the strategy—and explain why understanding all the options available within your plan can help you build a more personalized retirement strategy.
- 1 weeks ago13 min
Self-Directed Brokerage Account with Special Guest Hary Sastro
In this episode, Johnnie and Hary shift the conversation from chasing returns to protecting the wealth you have already built. Using sports analogies, they explain why a strong retirement strategy needs both offense and defense. As retirement approaches, avoiding catastrophic losses can become increasingly important, making active risk management an essential part of your overall game plan.
- 2 weeks ago16 min
Optimizing Your 401(k) with Special Guest Hary Sastro
In this episode, Johnnie and Hary Sastro take a closer look at the 401(k) Optimizer and how it can help employees move beyond the traditional set-it-and-forget-it approach. They discuss how personalized recommendations, ongoing monitoring, and regular adjustments can help investors respond to changing markets while keeping their long-term retirement goals in focus.
- 3 weeks ago19 min
Simplifying Your 401(k) with Special Guest: Hary Sastro
In this episode, Johnnie welcomes financial planner Hary Sastro to discuss why retirement planning requires more than simply contributing to a 401(k) and hoping for the best. Hary explains how your investment strategy should change as you move through different stages of life and introduces the 401(k) Optimizer as a way to create a more personalized approach based on your goals and risk tolerance.
- Aug 21, 202618 min
How to Get $500/Hour Legal Advice for Much Less (Estate Planning Mini-Series Part 4)
In this episode, Johnnie concludes the estate and legacy planning series by exploring why a well-designed plan can protect more than just your assets; it can also help protect your family. He shares the story of a family torn apart after a parent’s death and explains how clearly documenting your wishes through a trust can help reduce confusion and conflict among loved ones. The conversation also explores how technology has made creating and maintaining estate planning documents more accessible and how properly funding a trust plays an important role in making the plan work as intended. Ultimately, Johnnie encourages listeners to think beyond money and consider the values, relationships, and traditions they want their legacy to carry forward.
- Aug 14, 202611 min
How a Living Trust Speaks for You When You Can’t (Estate Planning Mini-Series Part 3)
In this episode, Johnnie continues the estate and legacy planning series with a discussion about how an estate plan can speak for you when you are unable to speak for yourself. The conversation explores the roles of a healthcare power of attorney, advance directive, and living trust in communicating your wishes during incapacity and after death. By documenting important decisions ahead of time, you can help ensure your healthcare and legacy wishes are followed while reducing the burden, uncertainty, and potential conflict your loved ones may otherwise face.
- Aug 7, 202611 min
Avoiding the Room with No Windows (Estate Planning Mini-Series Part 2)
In this episode, Johnnie and estate planning expert Frank continue their discussion on legacy planning by explaining the fundamental differences between wills and trusts. They discuss why a will is simply a statement of your wishes that still requires probate, while a trust is a legally binding contract that gives you greater control over how and when your assets are distributed. The conversation also highlights how trusts can reduce family conflict, avoid probate, and protect beneficiaries from life's unexpected challenges.
- Jul 31, 202617 min
The Government’s Plan for Your Estate vs. Your Own Plan (Estate Planning Mini-Series Part 1)
In this episode, Johnnie welcomes estate planning expert Frank to discuss why estate planning has become an essential part of comprehensive retirement planning. They explain the limitations of relying solely on a last will and testament, why living trusts play a central role in protecting assets, and how failing to create your own estate plan leaves important decisions in the hands of the government. Together, they explore the financial, legal, and personal benefits of planning ahead so your wishes—not the state's—guide your family's future.
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About Retire at New Heights with Johnnie Roberts
Welcome to the Retire at New Heights podcast with financial expert and author Johnnie Roberts. Each episode features helpful insights, practical tips and reliable strategies to help make your retirement as enjoyable as possible. Enjoy listening as co-host Michael DeLon talks with Johnnie Roberts about Securing Your Incredible Future with a Retirement Shield.
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