Your Questions Answered As We Close Out The Year

The economy is shifting, and not everyone is keeping up. In this episode of The Capitalized Life, Matthew Johnson of Johnson Wealth and Income Management answers real listener questions about investing, retirement planning, and helping protecting your wealth in an unpredictable market.

Whether you’re starting your first 401(k), planning for retirement, or questioning how fees and taxes affect your future, this episode breaks down the financial challenges shaping today’s economy and what smart investors can do to stay ahead.

🎯 In this video, you'll learn:
• How to maximize your 401(k) and employer match
• When to shift from growth to income investing
• How fees quietly eat away at your long-term returns
• The key steps to help protect your wealth and legacy in 2026

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.