Retirement DNA

Aaron Johnson•www.spreaker.com

Education

Business

Duane and Aaron Johnson are co-founders of Bridger Financial Services.

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Episodes

Episode 10: Will the Election Affect My Financial Plan?

Review the risk you are taking in your investment portfolio Get a Roth Conversion Review done Review your Income Plan

Dec 11, 2020•28 min•Season 1Ep. 10

Episode 9: Why IRA’s Are Bad During Retirement

Every dollar is taxed Distributions can impact the tax you pay on other income Required to pull money out Worst type of account to pass to surviving spouses No control over taxes paid or how much tax is paid

Sep 04, 2020•16 min•Season 1Ep. 9

Episode 8: Four Things To Check Now

Review of Expenses – Current and Future Review Your Assets Know the Risk You Are Taking Do You Have an Income Gap?

Aug 18, 2020•13 min•Season 1Ep. 8

Episode 7: The SECURE Act

Age change for starting RMD’s. Contribution age change. Guaranteed Income rider options in 401(k)’s now. Exceptions for the early withdrawal penalty. Withdrawal changes for 529 accounts.

May 22, 2020•9 min•Season 1Ep. 7

Episode 6: Personal Benchmark

Financial success is not just about adding $0’s to your net worth. Investing comes down to two things. Opportunity and Risk. Having your own benchmark can help with market stress during volatile periods.

May 19, 2020•5 min•Season 1Ep. 6