Equilibrium Financial Planning, New Orleans, LA (2026)

09/22/2026

🎧 New Episode Alert! 🎉

Can Money Buy Happiness? 🤔 Dive into Episode 90 of Accessible Finance for Retirement with us as we explore the financial decisions that could enhance your happiness. From financial independence to spending on experiences and giving, we start the discussion to cover it all!

Discover insights on:
✅ The relationship between money and happiness
✅ Impact of spending habits on retirement satisfaction
✅ The power of financial independence and autonomy

Unlock the secrets to a fulfilling financial future!

🎥 Watch now: https://youtu.be/OeVwGLaaGAM?si=IECp2AxICI20rFza
👉 Listen now: https://podcasts.apple.com/us/podcast/can-money-buy-happiness-accessible-finance-episode-90/id1701283252?i=1000790993626

Tag a friend who could use some financial wisdom and let us know what spending has made you the happiest!

Can Money Buy Happiness in Retirement? Spend on What Matters Most |...

10/27/2025

🎧 New Episode Alert! 🎉

Are you Prepared for Retirement Success? Join us in Episode 89 of Accessible Finance for Retirement as Rachael and Eric Johns delve into understanding the critical questions shaping your golden years. We explore reliable cash flow plans, unexpected costs, and the secret to staying fulfilled post-retirement.

Get insights on:
✅ Importance of a reliable cash flow plan
✅ Strategies for unexpected expenses like healthcare
✅ Staying fulfilled and happy in retirement

Don't miss out on these essential tips for a well-planned and happy retirement!

👉 Listen now: https://creators.spotify.com/pod/profile/strider445/episodes/Three-Essential-Questions-for-Retirement-Success--Accessible-Finance-for-Retirement-Ep--89-e3a45sc
🎥 Watch now: https://youtu.be/hM3yLlBJM_s

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In this episode, Eric and Rachael Johns answer listener questions and discuss an article from The Retirement Manifesto titled 'Three Questions That Determine...

10/20/2025

🎙️ Dive into Episode 88! 🎙️

Ready to dissect your financial plan and optimize your retirement strategy? Join Eric Johns and Rachael Johns on our latest episode of Accessible Finance for Retirement as we break down listener questions and explore the complexities of investment allocations.

Whether you’re curious about the role of Monte Carlo analysis or debating the benefits of a diversified portfolio, we’ve got you covered with insights and actionable advice.

🎧 Listen now to explore:
✅ What a 100% success rate in retirement planning really means
✅ Pros and cons of complex vs. simplified investment portfolios
✅ The impact of high-yield bonds in your portfolio
✅ Strategies for tax efficiency and risk management

Don't navigate the financial waters alone—tune in for expert guidance and start making informed decisions today!

👉 Listen now: https://podcasts.apple.com/us/podcast/breaking-down-listener-questions-on-retirement-planning/id1701283252?i=1000731637339
🎥 Watch now: https://youtu.be/gBONqsow3d0

Share with someone who’s keen on mastering their financial future!

In episode 88 of Accessible Finance for Retirement, co-hosts Eric and Rachel Johns answer a listener's question about retirement planning and investment stra...

10/08/2025

🌟 New Episode of Accessible Finance for Retirement! 🌟

In this week’s episode, we're tackling listener questions about financial planning for retirement. 👥 Eric Johns and Rachael Johns dive into the right time to hire a financial advisor, understanding estate planning vs. financial planning, and making smart moves with your IRAs. Whether you're nearing retirement or just planning ahead, this episode has invaluable insights!

🎧 Discover:
✅ When to seek a financial advisor
✅ The nuances of estate vs. financial planning
✅ Tips on managing IRAs and RMDs
✅ Strategic Roth IRA conversions

Don't miss out on these expert tips to ensure a secure financial future!

👉 Listen now: https://podcasts.apple.com/us/podcast/when-to-hire-a-financial-advisor-and/id1701283252?i=1000729739315
🎥 Watch now: https://www.youtube.com/watch?v=ntFSpHX8LJA

Tag or share with a friend or parent who could benefit from these tips!

Welcome to episode 87 of Accessible Finance for Retirement with Eric and Rachael Johns. In this episode, we address listener questions covering crucial topic...

09/11/2025

Are you puzzled about active vs passive investing or unsure about Roth conversions? In Episode 86 of Accessible Finance for Retirement, we're tackling these questions and more. Eric and Rachael explore strategies to optimize retirement accounts, smart investment philosophies, and tax management tips to keep your finances on track.

Join us as we discuss:
✅ Active vs. Passive investing – what's best for you?
✅ The ins and outs of Roth conversions
✅ Tips for maximizing your financial advisor's value

Whether you're close to retirement or just starting to plan, this episode is loaded with insights that can benefit you.

👀Watch now: https://www.youtube.com/watch?v=AcLjUjgTYeg
🎧 Listen now: https://podcasts.apple.com/us/podcast/managing-retirement-accounts-cash-strategies-and-roth/id1701283252?i=1000725828338

Tag or share with someone who shouldn't miss this!

In this episode of Accessible Finance for Retirement, hosts Eric and Rachael Johns answer audience questions on retirement account strategies. They discuss t...

08/26/2025

🚀 New Episode Alert! 🚀

Are you ready to take your retirement savings to the next level? In our latest episode of Accessible Finance for Retirement, we’re diving deep into advanced Roth IRA strategies—including the backdoor and mega backdoor Roth, tax diversification, and how Roth accounts can play a powerful role in your estate planning.

Whether you’re a high-income earner, planning for your family’s future, or just want to make the most of your retirement accounts, this episode is packed with practical tips and real-life examples.

🎧 Listen now to learn:
✅ How to use the backdoor and mega backdoor Roth strategies
✅ Ways to maximize tax-free growth
✅ The role of Roth IRAs in estate planning
✅ Why tax diversification matters for your retirement

Don’t miss out—your future self will thank you!

👉 Watch here: https://youtu.be/MVtzhlP_sBU
👉Listen here: https://podcasts.apple.com/us/podcast/advanced-roth-ira-strategies-backdoor-mega-backdoor/id1701283252?i=1000723626733

RothIRA
Tag or share with a friend or parent who needs to hear this!

In this final installment of our Roth IRA miniseries, hosts Eric and Rachael Johns take you beyond the basics and dive deep into advanced Roth strategies tha...

08/12/2025

In this second installment of our three-part Roth miniseries, we dive deep into one of the most powerful retirement planning tools available: Roth conversions. We explain how converting tax-deferred accounts to Roth IRAs allows you to strategically control your tax brackets and optimize your long-term tax efficiency. From understanding the mechanics of partial conversions to navigating the critical pre-RMD window, we cover essential strategies for maximizing this opportunity. Plus, we discuss common pitfalls to avoid, the importance of timing your conversions carefully, and why professional guidance can help you navigate complex considerations like IRMAA thresholds and marginal effective tax rates.

If you would like us to discuss your specific scenario without providing financial advice, please write to us at [email protected]. We will anonymize your personal information. Thanks!

https://podcasts.apple.com/us/podcast/roth-ira-conversions-explained-optimize-your-retirement/id1701283252?i=1000721697061

https://youtu.be/jcvY9G8xQbA?si=vGoxvTC21e8IUX5-

Welcome to episode 84 of Accessible Finance for Retirement! Join Eric and Rachael Johns as they delve into the complexities of Roth conversions. Discover why...

08/04/2025

This week we kick off our three-part Roth miniseries by breaking down the fundamentals you need to know. We explore the key differences between Roth and traditional accounts, explain the often-confusing five-year rules, and clarify when Roth contributions make the most sense for your situation. Plus, we address common questions about income limits, contribution strategies, and how to avoid costly penalties. Understanding these basics is essential before diving into more advanced Roth strategies.

If you would like us to discuss your specific scenario without providing financial advice, please write to us at [email protected]. We will anonymize your personal information. Thanks!

https://podcasts.apple.com/us/podcast/roth-ira-basics-maximizing-retirement-and-tax/id1701283252?i=1000720617168

https://youtu.be/xB2_6CXFKyo?si=6TqXdA0RTMjjO2Js

Welcome to episode 83 of Accessible Finance for Retirement! In this episode, hosts Eric and Rachael explore the fundamentals of Roth accounts as they kick of...

07/21/2025

In our latest episode, we delve into retirement regrets and what retirees wish they had done differently. We highlight key lessons on the importance of early saving, understanding Medicare options, and balancing your investment portfolio. Plus, we discuss the often overlooked need for open family conversations about finances and the value of professional advice. Learning from others' experiences can pave the way for a more secure financial future.

If you would like us to discuss your specific scenario without providing financial advice, please write to us at [email protected]. We will anonymize your personal information. Thanks!

https://podcasts.apple.com/us/podcast/retirement-regrets-avoiding-common-pitfalls-accessible/id1701283252?i=1000717793110

https://youtu.be/QkiUy0NEUb0?si=IwWgAQOieL7N9Vta

In episode 82 of Accessible Finance, hosts Eric and Rachael Johns delve into retirement regrets and how to avoid common pitfalls. They discuss personal stori...

07/08/2025

This week Rachael and I explore how to turn retirement bucket list dreams into reality without derailing your financial future. We share our personal bucket list items (from Rachael learning guitar to my dream of snowboarding major international resorts) while breaking down practical strategies for funding these dreams including budget reallocation, dedicated savings accounts, and the importance of quantifying costs upfront. The key insight: successful bucket list planning requires intentionality and balance, cutting back on less meaningful expenses (like that third dining out experience per week) can fund truly memorable experiences without compromising retirement security. We emphasize that while side hustles and travel deals can help, the real power comes from early saving, compound interest, and aligning your spending with your values throughout life.

If you would like us to discuss your specific scenario without providing financial advice, please write to us at [email protected]. We will anonymize your personal information. Thanks!

https://podcasts.apple.com/us/podcast/making-your-retirement-bucket-list-a-reality/id1701283252?i=1000716225868

https://youtu.be/S-A-8vR-4SY?si=y0x1xI7BcEjfYbAQ

Welcome to episode 81 of Accessible Finance! In this episode, Eric and Rachael Johns discuss creating and funding your retirement bucket list without breakin...

Equilibrium Financial Planning

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