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.

Retire at New Heights with Johnnie Roberts is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Retire at New Heights with Johnnie Roberts, a business show with 0 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #109

  How to Get $500/Hour Legal Advice for Much Less (Estate Planning Mini-Series Part 4)

  Aug 20, 202619 min

  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.

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  Episode #108

  How a Living Trust Speaks for You When You Can’t (Estate Planning Mini-Series Part 3)

  Aug 13, 202611 min

  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.

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  Episode #107

  Avoiding the Room with No Windows (Estate Planning Mini-Series Part 2)

  Aug 6, 202611 min

  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.

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  Episode #106

  The Government’s Plan for Your Estate vs. Your Own Plan (Estate Planning Mini-Series Part 1)

  Jul 31, 202618 min

  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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  Episode #105

  The #1 Most Important Issue in Retirement (your paycheck)

  Jul 2, 202610 min

  In this episode, Johnnie explains why the biggest concern for retirees is running out of money and how retirement planning should focus on building dependable income streams. He discusses the importance of creating multiple “buckets” of money with different purposes, including income, emergency savings, and long-term growth. The episode highlights how proper planning can reduce financial stress and help retirees enjoy greater peace of mind throughout retirement.

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