John Ensley on Investments

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: [e-mail] 

Twitter: .css-j9qmi7{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-direction:row;-ms-flex-direction:row;flex-direction:row;font-weight:700;margin-bottom:1rem;margin-top:2.8rem;width:100%;-webkit-box-pack:start;-ms-flex-pack:start;-webkit-justify-content:start;justify-content:start;padding-left:5rem;}@media only screen and (max-width: 599px){.css-j9qmi7{padding-left:0;-webkit-box-pack:center;-ms-flex-pack:center;-webkit-justify-content:center;justify-content:center;}}.css-j9qmi7 svg{fill:#27292D;}.css-j9qmi7 .eagfbvw0{-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;color:#27292D;}