Marshall Johnson
Regular co-host on the Retire With Purpose podcast who discusses retirement research and planning topics alongside the lead host, contributing analysis and client-focused perspectives.
Top 3 podcasts with Marshall Johnson
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23 snips
Dec 13, 2024 • 30min
473: Retirement Tax Planning: Exploring the Impact of a Republican Trifecta on Your Taxes and Bottom Line
Marshall Johnson, a co-host specializing in retirement tax planning, delves into the implications of recent tax policy changes following the 2024 elections. He discusses how the Tax Cuts and Jobs Act is set to expire in 2026, impacting future tax rates. Johnson provides insights on navigating state and local taxes, estate tax planning, and strategic financial planning for retirees. He emphasizes the importance of staying informed to maximize retirement tax opportunities and shares advice for optimizing personal financial strategies.
6 snips
Feb 20, 2026 • 17min
550: By the Numbers: The Anchors of Retirement Confidence, Part 2 — Building a Plan for the Next Market Crash
Marshall Johnson, a CERTIFIED FINANCIAL PLANNER® who shares practical retirement planning perspectives, discusses building plans to withstand market crashes. He talks about why selling in downturns is the real fear. He explains recession buffers, time-based buckets, and separating living money from growth money. Practical strategies aim to replace anxiety with clarity and control.
Oct 24, 2025 • 23min
529: By the Numbers — Your Financial Wake-Up Call: How to Stop Delaying the Decisions That Matter Most
Marshall Johnson, a Certified Financial Planner, joins Casey Weade to tackle the emotional roadblocks that keep you from financial progress. They discuss why avoidance erodes confidence and share the powerful 'Hurricane vs. Tornado' analogy to prepare for market shifts. Johnson introduces the 'Shame Audit' strategy to identify neglectful spending. Their takeaway? Small, intentional steps can lead to significant financial improvements, encouraging listeners to act rather than procrastinate on vital retirement conversations.
