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The Informed Retiree

Your Resource to Become Informed and Stay Informed.

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In-Person Classes

"School's out for summer" writing on a chalkboard Register To Be Notified Of Our Upcoming Class Schedule Classes Returning in September

Live Webinars

Wed, Oct 15, 2025 | 12:00-1:00 PM Zoom Webinar Fall Market Update Webinar Virtual Webinar

We will cover:

  • The strong start to the year and what we think may lay ahead for the rest of 2025.
  • Recent changes we’ve made to your investment strategy to adapt to market performance so far this year.
  • What we’re doing about the upcoming election and other risks.
Wed, July 23, 2025 | 12:00 - 1:00 PM Zoom Webinar Mid-Year Market Update Webinar Virtual Webinar

We will cover:

  • Timely updates on what is going on in markets and our economy.
  • 2025 First Half Market Overview.
  • How we are positioning your portfolio for this market environment and what we see ahead.

Retirement Insights Podcast

Episode 32 – Strategies for Navigating Market Highs In Episode 32 of the Retirement Insights podcast, Eric Johnston, CFP of InFocus Financial Advisors, discuss strategies for navigating market highs. Our advisors discuss prudent risk management methods and how markets tend to perform after reaching new milestones.
Episode 31 – Roth Conversion Strategies In Episode 31 Eric covers Roth IRA conversions and strategies - a popular tax planning tool to take advantage of lower marginal tax rates to reduce overall lifetime taxes paid and increase net-worth. Our advisors cover the rules, basic concepts of how to implement, and things you should consider in determining if partial Roth IRA…
Episode 30 – The Future of Planning and Healthspan In Episode 30, Eric discusses the future of retirement planning. Could it possibly include making more nuanced health projections based on health data? What could the future look like and what might InFocus look like in the future in working towards their client's retirement success?
Episode 29 – Understanding Medicare In Episode 29, Eric reviews the fundamentals of Medicare. They review the various components of Medicare, what they cover, and things to remember when planning for your health insurance in retirement.

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