John Ensley on Investments
Mon Dec 16 2024
In this episode, we dive deep into:
Planning for retirement: transitioning from accumulation to distributionUnderstanding Roth conversions and their tax implicationsDiversifying investments to manage risk and maximize returnsProtecting your retirement with a volatility shield
"Diversification, to me, also means that we have our assets segregated into a number of different buckets. Some of those are fully taxable, some of those are tax-deferred and taxable later, some of those are not taxable." – John Ensley
About John Ensley:
John Ensley is leading a financial planning revolution to help you take back control of your money, your lifestyle and your retirement plan. John is president of J-Ensley Financial, a registered investment adviser firm in Washington State. He holds a Chartered Financial Consultant® and National Social Security Advisor designation and is one of an elite group of highly trained Bank On Yourself® Professionals. John is passionate about helping individuals, families, and small businesses succeed financially, without taking on unnecessary risk.
Connect with John Ensley:
Website: https://retirewellwithjohn.com
LinkedIn: https://www.linkedin.com/in/johnensley/
Facebook: https://www.facebook.com/JEnsleyFinancial
Twitter: https://twitter.com/johnensley
Connect with Jeff:
Website: https://www.hocketttax.com/
Email: jeff@hocketttax.com
Twitter: https://twitter.com/taxgamecoach
Facebook: https://www.facebook.com/hocketttaxandpayroll
YouTube: https://www.youtube.com/channel/UCO30L8kMHVodK8eutw1alQg/videos?view=0
LinkedIn: www.linkedin.com/in/hocketttax
Instagram: https://www.instagram.com/hocketttax/
More
In this episode, we dive deep into: Planning for retirement: transitioning from accumulation to distributionUnderstanding Roth conversions and their tax implicationsDiversifying investments to manage risk and maximize returnsProtecting your retirement with a volatility shield "Diversification, to me, also means that we have our assets segregated into a number of different buckets. Some of those are fully taxable, some of those are tax-deferred and taxable later, some of those are not taxable." – John Ensley About John Ensley: John Ensley is leading a financial planning revolution to help you take back control of your money, your lifestyle and your retirement plan. John is president of J-Ensley Financial, a registered investment adviser firm in Washington State. He holds a Chartered Financial Consultant® and National Social Security Advisor designation and is one of an elite group of highly trained Bank On Yourself® Professionals. John is passionate about helping individuals, families, and small businesses succeed financially, without taking on unnecessary risk. Connect with John Ensley: Website: https://retirewellwithjohn.com LinkedIn: https://www.linkedin.com/in/johnensley/ Facebook: https://www.facebook.com/JEnsleyFinancial Twitter: https://twitter.com/johnensley Connect with Jeff: Website: https://www.hocketttax.com/ Email: jeff@hocketttax.com Twitter: https://twitter.com/taxgamecoach Facebook: https://www.facebook.com/hocketttaxandpayroll YouTube: https://www.youtube.com/channel/UCO30L8kMHVodK8eutw1alQg/videos?view=0 LinkedIn: www.linkedin.com/in/hocketttax Instagram: https://www.instagram.com/hocketttax/