John E Ensley
Fiduciary, Financial Advisor | Chartered Financial Consultant (ChFC®)
Detailed Biography:
Founded in 2012, John is president of J-Ensley Financial, a registered investment adviser in Washington State. John offers fiduciary financial advice as a Chartered Financial
Consultant® has passed the rigorous series 65, investment advisers law exam and is one an elite group of highly trained Bank On Yourself® Professionals.
Topics of Expertise:
- Taxes and Retirement. Taxable, Tax Deferred and Tax Free. Do you have all three sources?
- Social Security and Taxes. How does social security impact your tax bill in retirement? Will it even be there?
- Retirement income planning. Effectively shift from accumulation to distribution at exactly the right time.
- How to become your own source of financing to fund investments and large purchases.
- How to become your own pension and retire with a guaranteed, increasing, monthly paycheck for as long as you live.
- Don’t just plan for retirement, design an amazing life!
Suggested Interview Questions:
- What should pre-retirees be doing with their portfolios and when should they be doing it to minimize their tax bill after retirement?
- What is the danger of allowing the tax tail to wag the financial dog?
- What does diversification actually mean?
- How to sort through all the puzzle pieces? Stocks, bonds, ETF’s, Index funds, precious metals, crypto, real estate, life insurance, annuities, etc.
- What does all the mumbo-jumbo mean? Accumulation, distribution, diversification, asset allocation, 401(k), IRA, Roth, pensions, brokerage, etc.
- How can pre-retirees protect their nest egg from volatility and chaos?
Previous Podcast Appearances:
Country/State:
Shelton, Washington, USA
Time Zone:
PDT
Will the guest promote the episode?
Yes
Contact & Additional Info