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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

Nov 30, 2017

Learn the answers to the eight most common questions people have about social security and some little known strategies to help you get the most out of your benefits.

Main Questions Asked:

  • How to get the most out of your social security?
  • How to create a plan to avoid social security mistakes?

Key Lessons Learned:

The...


Nov 28, 2017

Learn how “it’s different this time” are the four most dangerous words in the stock market world and how to get ready for the next market correction.

Main Questions Asked:

  • Are we on the verge of the biggest market correction?
  • How to get ready for the next market correction?

Key Lessons Learned:

The Seven...


Nov 9, 2017

Learn the basic decisions you need to make when planning for retirement from getting outside help to who to choose for that help.

Main Questions Asked:

  • Should you get outside help when making decisions about and planning your retirement?
  • Who can you trust and who can you choose for that outside retirement planning...


Nov 3, 2017

Seven Things to Avoid to Make Your Money Go Further in Retirement

Learn what successful investors do that unsuccessful investors don’t do. Learn how to follow the example of investment experts to avoid mistakes that can diminish your money in retirement. 

Main Questions Asked:

  • What should you avoid doing to make your...