Pat begins by looking back at financial bad habits to try and break when getting close to retirement, then gets into how to build a five star retirement plan that covers all five major areas to be accounted for, including income, taxes, growth, health care and legacy planning.

Revisiting a 5-Star Retirement Plan | Save Your Retirement with Pat Strubbe

Description
 Not all income in retirement is what it seems. In this episode, Matthew Johnson Wealth and Income Management breaks down why selling your principal for income can quietly drain your savings and what true, sustainable retirement income really looks like.

Learn how to identify real income sources that help protect your principal and support long-term financial freedom.

🎯 In this video, you'll learn:

• Why selling assets for income puts your retirement at risk
• The difference between earned, passive, and investment income
• How to build income without touching your principal
• Strategies to help safeguard income through market shifts  

Matthew P. Johnson is president and owner of Johnson Wealth and Income Management, a third-generation company that has been serving clients for over 75 years. Matthew has been advising clients in the financial services industry since 1999. He strives to educate clients on how to invest for income, how to help avoid loss by utilizing more conservative investment options, and is dedicated to helping them achieve a well-planned retirement.

  Johnson Wealth and Income Management is committed to educating their clients and the community through workshops on topics related to more conservative investment alternatives.  

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source®, LLC. Retirement Income Source®, LLC and Sound Income Strategies, LLC are associated entities.

When Income Isn't Really Income

Does every market swing make you worry your retirement paycheck could be next?

In “The Market Changes; Your Retirement Income Shouldn’t,” you’ll learn why tying your monthly income directly to the stock market can lead to losses you may never fully recover from, especially in retirement. This week’s episode explains how to spot when your plan is overly dependent on market performance and what a more stable approach could look like. When you understand how to protect your income from downturns, you gain more confidence and peace of mind in your day‑to‑day life. Listen to the Retirement Income Show with Michael Eastham to start thinking differently about your retirement paycheck. 🎧

Listen now and take the first step toward more reliable retirement income. 
#RetirementIncome #MarketVolatility #RetirementPlanning

The Market Changes; Your Retirement Income Shouldn’t

The Market Changes; Your Retirement Income Shouldn’t - Podcast

Listen to my Sunday Money Show podcast (November 23, 2025) as I discussed the latest stock market performance, the potential for a continued market decline, technology stocks, and more.

Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at allan@allansmall.com

I am happy to answer your questions on air on my next show.

Market Pullback & Technology Stocks - The Sunday Money Show

Are you quietly wondering if you’ve saved enough to retire without constant money stress?

In this week’s episode of The Retirement Income Show with Michael Eastham, he tackles the big question: “How Much Is Enough for a Stress‑Free Retirement?” He talks about why there may not be one magic number for everyone and how understanding your own needs and expectations can bring more confidence. You’ll hear a practical conversation designed to help you picture a retirement that feels steady and secure, not filled with guesswork. 🎧

Press play and start building more peace of mind about your retirement today.
#RetirementPlanning #RetirementIncome #OrlandoRetirement

How Much Is Enough for a Stress‑Free Retirement?

How Much Is Enough for a Stress‑Free Retirement? - Podcast

Listen to the full show as I discussed the latest stock market action, provided my insight on the markets and the overall economy.

Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at allan@allansmall.com

The Allan Small Financial Show - November 26, 2025

Why the odds of a December rate cut have surged from 30% to 84% in just one week, and what that means for investors?

Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at allan@allansmall.com

Fed Rate Cut Odds, Bank Earnings & Diversification - Top 3 This Week

In this episode of The Capitalized Life and Retirement Show, Matthew Johnson of Johnson Wealth and Income Management talks about “The Great Procrastination” and why many Americans are working longer than ever, what it is really costing them, and how to know if you already have what you need to retire confidently.

Learn how mindset, fear, and income strategy can hold you back from the retirement you have earned and what steps to take now to create financial freedom and peace of mind.

🎯 In this video, you'll learn: 
Why so many people delay retirement even when they can afford it
The real cost of working longer than necessary
How to know if you already have enough to retire confidently
Why income planning matters more than account balances
 Matthew P. Johnson is president and owner of Johnson Wealth and Income Management, a third-generation company that has been serving clients for over 75 years. Matthew has been advising clients in the financial services industry since 1999. He strives to educate clients on how to invest for income, how to help avoid loss by utilizing more conservative investment options, and is dedicated to helping them achieve a well-planned retirement.  Johnson Wealth and Income Management is committed to educating their clients and the community through workshops on topics related to more conservative investment alternatives.  Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source®, LLC. Retirement Income Source®, LLC and Sound Income Strategies, LLC are associated entities.

The Great Procrastination

Patrick A. Strubbe, ChFC, CLU, RFC is the founder and managing partner of Preservation Specialists, LLC. He has been helping clients with their financial futures since 1997. Pat has been featured as a retirement expert in USA Today, Investors Business Daily, Fortune.com, and Entrepreneur.com, and on WIS-NBC TV News with Dawndy Mercer Plank.

Pat is also the author of the Amazon.com best-selling books, “Save Your Retirement!” and "The Retirement Secret," Pat’s down-to-earth humor and expertise shine through his Super Retirement Planner’s character. His books help many people understand the serious challenges faced by those nearing or in their retirement years.


To learn more about us, visit us at scpreservation.com

Senior Investment Advisor - Allan Small Financial Group with iA Private Wealth Inc. Catch me on CP24, BNN, 680 News, Newstalk 1010 and feel free to call or email me at 416 332 3863, allan@allansmall.com.

'Investing This Week with Allan Small' delivers insights, tips and commentary on current events from an investment perspective, providing practical advice for people looking to invest and navigate changing stock markets. Allan analyzes what’s happening in the news… in the markets… and how the two impact investment decisions. This weekly podcast includes Allan’s biweekly Sunday Money Show with CFRB Newstalk 1010 as well as tips on what investors should be considering over the next 5-10 business days.

The Retirement Income Show radio show was created to address the questions and concerns of retirees, pre-retirees, individual investors, and business owners.

New tracks tagged #RetirementPlanning