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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.

Apr 27, 2018

Learn tips for retirement savings using a 401(k) savings plan and how to avoid disasters, pain, and consequences of not planning properly to navigate through difficult financial times.

Main Questions Asked:

  • What can I do to get the most out of my retirement savings?
  • What can I do to successfully navigate through...


Apr 20, 2018

Learn about the actions of musicians that have done a great job with their money or musicians that have done a horrible job with their money. We also talk about what Joel would say if he were running in a financial advisor election.

Main Questions Asked:

  • What are some of the mistakes the richest musicians...


Apr 13, 2018

Learn why the customer is always right isn’t always true in the financial world. Along with an opportunity to grade yourself on your financial life.

Main Questions Asked:

  • How am I doing on my finances?
  • Will another opinion help me avoid financial mistakes?

When the Customer Isn’t Always Right in the...


Apr 6, 2018

Today, we are going to talk about current events, and how the market is bouncing around. We are going to learn how to react to the market as it continues to shift and change.

Main Questions Asked:

  • How do I keep my emotions from getting the best of me during market shifts?
  • How can I remain calm when the market keeps...


Apr 3, 2018

Learn why some of the most memorable market crashes happened and how to safeguard your money in case of a future crash.

Main Questions Asked:

  • How did these market crashes happen?
  • What can we learn from these market crashes?
  • What can we do today to safeguard our assets from a future market crash?

Key Lessons...