Welcome to "Retirement Insights" a podcast by InFocus Financial Advisors, Inc. Providing retirement advice, strategies, and insights to the soon to be retired, newly retired, and retirees of all ages. This podcast features Eric Johnston CFP President/Financial Advisor of InFocus Financial Advisors, Inc who has been an advisor for 25 years since 1993 and Robert Jeter, CFP who has been a Financial Advisor since 2012 and has been with InFocus Financial Advisors, Inc. since 2016. 31454 Winterplace Parkway, Salisbury, MD 21804 410-677-4848. Investment Advisor Representative offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
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Contact path
Public web form
Booking probability
37%
Guest openness
Selective
Sign up to generate a grounded pitch for Retirement Insights.
Signup to Generate a PitchWelcome to "Retirement Insights" a podcast by InFocus Financial Advisors, Inc. Providing retirement advice, strategies, and insights to the soon to be retired, newly retired, and retirees of all ages.
Recent episodes include "Episode 31 - Roth Conversion Strategies" (24 September 2026, 25 minutes), "Episode 32 - Strategies for Navigating Market Highs" (27 December 2024, 34 minutes), and "Episode 31 - Roth Conversion Strategies" (27 September 2024, 32 minutes).
Retirement Insights publishes roughly every few months, with episodes averaging 34 minutes across 24 episodes.
Booking probability for Retirement Insights is 37%, and the host is rated Selective on guests. Retirement Insights requires a Pod Score of 80 or higher. Retirement Insights's contact route on record: public web form.
The strongest fits for Retirement Insights are Investing & Wealth Management. Retirement Insights has a business audience.
Retirement Insights is a business podcast with 24 episodes published.
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Episode #31
In Episode 31 Eric covers Roth IRA conversions and strategies - a popular tax planning tool to take advantage of lower marginal tax rates to reduce overall lifetime taxes paid and increase net-worth. He covers the...
Retirement Insights
<p>In Episode 32 of the Retirement Insights podcast, Eric Johnston, CFP, and Robert Jeter, CFP, of InFocus Financial Advisors, discuss strategies for navigating market highs. Our advisors discuss prudent risk management...
Episode #31
<p>In Episode 31 Eric and Robert cover Roth IRA conversions and strategies - a popular tax planning tool to take advantage of lower marginal tax rates to reduce overall lifetime taxes paid and increase net-worth. Our...
Episode #30
<p><b>Episode 30 -</b> <b>Future of Planning and Healthspan - </b>Eric and Robert discuss the future of retirement planning. Could it possibly include making more nuanced health projections based on health data? What...
Episode #29
<p><b>Episode 29 - Understanding Medicare: </b>In Episode 29, Eric and Robert review the fundamentals of Medicare. They review the various components of Medicare, what they cover, and things to remember when planning...
Episode #28
<p><b>Episode 28 - Setting Up Your Surviving Spouse for Success</b> -- In this episode Eric and Robert cover a difficult topic, setting up your spouse for success if your gone. In the event of an unexpected premature...
Episode #27
<p><b>Episode 27 Dynamic Spending</b> -- <b>Don't Leave it All to Your Kids. </b>Curious about what spending strategy is right for you to maximize your lifestyle in retirement? Eric and Robert cover "Dynamic Spending"...
Episode #26
<p><b>Episode 26 - Estate Planning Mistakes</b> -- Full of ideas you can implement, in this episode Eric and Robert covert some basic estate planning topics and frequent mistakes they see people make. </p>
Episode #25
<p><b>Episode 25 - What's Going On With the Bond Market?</b> Bonds are supposed to be "safe". In this episode Eric and Robert discuss what has been a historic few years for the bond market. What has traditionally been a...
Retirement Insights
<p><b>Episode 24 - What Most People Get Wrong in Preparing to Retire</b> -- It's retirement and it's time to get everything right. In this episode, Eric and Robert review the most common mistakes people make when...
Episode #23
<p><b>Episode 23 - Retirement and Recessions Vol. 2</b> Your retirement needs to be ready for curve balls. In this episode Eric and Robert review what's transpired in markets over the last year, what's ahead, and what...
Retirement Insights
<p><b>Episode 22 - Lifetime Gifting</b> It is much more fun to make gifts while you are living, than after you're gone. In this episode Eric and Robert cover lifetime gifting and how to make the greatest impact with...
Retirement Insights
<p><b>Episode 21 - 2021 Market Review and 2022 Outlook</b> In this episode, Eric and Robert take a look back at the market and the economy over the last year, and look forward to what may be in store for 2022.</p>
Episode #20
<p><b>Episode 20 - Estate Planning with Rebecca Doyle, Esq</b> In this episode Robert interviews local Sussex County Estate Planning attorney Rebecca Doyle of Baird, Mandalas & Brockstedt. They cover the importance of...
Episode #19
<p><b>Episode 19 - The Market vs. The Economy with Gene Goldman, CFA</b> In this episode Eric interviews guest Gene Goldman, CFA Chief Investment Officer of Cetera Financial Group. They cover the difference between the...
Retirement Insights
<p><b>Episode 18 - Low Yields</b> Low yields can have great impact. In this episode Eric and Robert talk about the current low yield environment, its affect on withdrawal rates and how this may affect retiree portfolios...
Episode #17
<p><b>Episode 17 - Automating Your Finances</b> Technology: In this episode Eric and Robert talk about the good and the bad in new technology and automation available to today's investors.</p>
Episode #16
<p><b>Episode 16 - ESG: The Latest on Socially Conscious Investing</b> -- In episode 16 of the Retirement Insights Podcast, Eric and Robert cover ESG Investing. ESG is a new trend in investment selection, on selecting...
Episode #15
<p><b>Episode 15 - Planning For Survivorship</b> This is important. In this episode Eric and Robert talk about the importance of planning for survivorship. What happens when one spouse pre-deceases the other. We cover...
Episode #14
<p><b>Episode 14 - Introducing Cetera Financial Group. An Interview with Brian Klimke, CFA</b> In this episode, Robert interviews Investment Director Brian Klimke, CFA. They cover who Cetera Financial Group is, their...
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