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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.

Feb 23, 2018

Markets go up and down, but if you have a solid investment plan you should still feel secure. We can’t go back in time and change our investments, but we can avoid making investment mistakes today by learning from mistakes that others have made.

Main Questions Asked:

  • What are some investment mistakes that I should...


Feb 12, 2018

Learn the seven simple questions that must be answered if you are forced to retire. These questions also need to be answered if you are already retired or soon to be retired, but we are focusing on Joel’s book Forced to Retire in this episode.

Main Questions Asked:

  • How much money will I need coming in to retire?
  • What...


Feb 2, 2018

Today, we learn about five very important things you need to watch out for in retirement. These apply whether you are already in retirement or if you are getting ready to retire. Saving and investing is the easy part. Things get complicated when it comes to like withdrawing money, claiming benefits, and so on.

Main...