Join us each week as we, Eric Johns, CFP®, EA, MBA, TPCP®, and Rachael Johns, J.D., take on the world of finance with a fresh, approachable perspective that makes financial planning easier to understand and apply to real life!
As spouses and business partners, we bring a fresh, approachable perspective to topics like retirement planning, taxes, investing, and the financial decisions that shape your future. Through practical examples, thoughtful conversations, and answers to real-world questions, we break down complex financial concepts into clear, useful takeaways.
Whether you're preparing for retirement, already retired, or simply looking to make more informed financial decisions, our goal is to help you feel more confident about your money and understand how to put it to work for the life you want.
Watch our latest episode below and make financial planning a little more accessible.
Read the Transcripts From Each Episode
Episode 92: Trump Accounts Explained—Are They Better Than a 529 or Roth IRA?
Trump Accounts offer a new way to invest for children, but are they the best option? Eric and Rachael Johns explain how these accounts work, who may qualify for the $1,000 government contribution, and how Trump Accounts compare with 529 plans, Roth IRAs, and taxable brokerage accounts.