John Ensley on Investments

2024-12-16

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." ...

In this episode, we dive deep into:

Planning for retirement: transitioning from accumulation to distribution
Understanding Roth conversions and their tax implications
Diversifying investments to manage risk and maximize returns
Protecting 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