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Duane and Aaron Johnson are co-founders of Bridger Financial Services.
Sep 4, 2020
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
Aug 18, 2020
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?
May 22, 2020
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 19, 2020
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.
Dec 13, 2019
Episode 5: Investment Planning
Duane and Aaron Johnson talk about the important aspects in investment planning.
Oct 18, 2019
Episode 4: Estate Planning
Duane and Aaron Johnson talk about the important elements of estate planning.
Aug 23, 2019
Episode 3: Tax Planning
Duane and Aaron Johnson talk about the important elements of tax planning.
Aug 14, 2019
Episode 2: Income Planning
Duane and Aaron Johnson talk about the important elements of income planning.
Jul 24, 2019
Episode 1: Intro to Duane Johnson Group
Duane and Aaron Johnson talk about who they are and what they do.