Willis Johnson Wealth

You can make $200K+ a year and still lose ground by chasing the wrong investing moves.

For high-income earners, the biggest problem is not usually effort. It is getting too fancy, reacting to noise, and missing how behavior, taxes, and timing decisions work together over time.

In this conversation with our CEO and CIO, Nick Johnson, CFA®, CFP®, and Massiel Diez and Jamie Elrod from Flipping The Barrel, we get into why the boring basics can outperform the moves that feel smarter in the moment, and why having the right perspective matters most when markets get uncomfortable.

You can find the full conversation here under the On-Demand section when you hover and click Investments & Cryptocurrency: https://hubs.ly/Q04pl2GG0

FTB is not a client of WJW and is being paid a monthly fee for their endorsements and collaboration. This compensation creates a material conflict of interest as FTB has an incentive to recommend WJW. FTB's comments may not be representative of any other person's experiences.

Shell professionals may be able to save over $80,000 in tax-efficient ways in 2026 by making more informed decisions around their benefits.

Join us today at 12 PM CT for a webinar with our Shell benefit specialist, Brandon Young, CFP®, focused on strategies such as maximizing your Provident Fund 401(k), using backdoor Roth contributions, optimizing the Shell GESPP, and reducing the tax impact of pension and excess benefit plan payouts.

If you want a clearer understanding of how these benefits may fit into your broader retirement and tax planning, we invite you to register here: https://hubs.li/Q04nCMHb0

“I don’t know about you, but I’m constantly asking: where is my money actually going?”

Jamie Elrod sat down with Alexis Long, MBA, CFP® from Willis Johnson Wealth the other week to figure it out.

We focused on high earners ($200K+), but the real question was simpler—how do you make sure your money is working for you, not against you?

We broke down tax incentives, investment strategies, Roth IRAs...

But the thing still sitting with Jamie Elrod? You might have too much tied up in your employer. DSPP, 401(k), long-term incentives—it all looks diversified, but it’s actually one bet.

If you missed it, the replay is worth your time. Link below.

https://lnkd.in/gsRpvdMY

Massiel Diez Jeff Hund Cecilia Gomez Vivian C.

Chevron professionals may be able to save over $80,000 in the ESIP in 2026, and for some, the broader opportunity for tax-preferential retirement savings may be even higher.

On Thursday, July 9 at 12 PM CT, we’re hosting a webinar focused on savings strategies for Chevron executives, including how contribution limits, backdoor Roth opportunities, and other planning considerations may work together inside the Chevron 401(k) ESIP.

For those who have not taken a close look at these numbers recently, there may be more room to optimize than expected. Register here: https://hubs.li/Q04nCD670

Savings start with understanding which options you have and how they work together.

If you have questions about whether you are saving enough for retirement, which savings strategies may fit your situation, or how BP benefits can affect your taxes over time, this webinar is designed to bring more clarity to those decisions.

Join us on Thursday, July 9, at 12 PM CT for a webinar covering 5 tax-efficient ways BP professionals may be able to save over $80,000 in 2026, including how to maximize the BP Employee Savings Plan, evaluate backdoor Roth opportunities, understand pension and Excess Benefit Plan tax considerations, review NUA where applicable, and coordinate these choices more effectively within your broader financial plan.

Register here: https://hubs.li/Q04mY_bt0