In this episode, Rob Edgin from EJC Insurance and Financial shares essential strategies for retirement planning, including dress rehearsals, income testing, and managing social security and taxes. Learn how to prepare for a secure and confident retirement with practical tips and expert insights.  Call Rob for a detailed, no-obligation meeting about your pre-retirement situation at 800-635-4313. 

In this episode, Rob Edgin from EJC Insurance and Financial shares essential strategies for retirement planning, including dress rehearsals, income testing, and managing social security and taxes. Learn how to prepare for a secure and confident retirement with practical tips and expert insights.&nbsp; Call Rob for a detailed, no-obligation meeting about your pre-retirement situation at 800-635-4313.&nbsp;

Hosts Rob Edgin and Brian Johnson solve the money questions that don’t come with instructions. Rob Edgin, CEO of EJC Insurance & Financial and a financial planner with 30+ years’ experience (ChFC, RICP, LACP), and Brian Johnson bring practical, applied insight to retirement, insurance, investments, and the business of money. Each episode breaks complex choices into clear pieces so listeners can see the whole picture and act with confidence.

This show is for people who want answers, not jargon. Expect straightforward conversations, real client stories, and tactical takeaways you can use the next time a financial decision lands on your desk — whether it’s planning for retirement, protecting a business, or optimizing a benefits package. Subscribe now and join Rob and Brian every week as they put the pieces together.

Hosts Rob Edgin and Brian Johnson solve the money questions that don&rsquo;t come with instructions. Rob Edgin, CEO of EJC Insurance &amp; Financial and a financial planner with 30+ years&rsquo; experience (ChFC, RICP, LACP), and Brian Johnson bring practical, applied insight to retirement, insurance, investments, and the business of money. Each episode breaks complex choices into clear pieces so listeners can see the whole picture and act with confidence.
This show is for people who want answers, not jargon. Expect straightforward conversations, real client stories, and tactical takeaways you can use the next time a financial decision lands on your desk &mdash; whether it&rsquo;s planning for retirement, protecting a business, or optimizing a benefits package. Subscribe now and join Rob and Brian every week as they put the pieces together.