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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.

Jan 25, 2019

It's no secret we all want financial independence, but what does that mean? We'll tackle what it looks like to live freely in retirement.

What You'll Learn:

3:22 – Independence From Government Assistance Is A Good Thing.

  • We're not saying the government's bad, but it's good not to have to rely on Uncle Sam....


Jan 18, 2019

We visit with folks often who have a poor financial perspective. Whether it's the economy or your finances , we want you to think rightly about retirement.

What You'll Learn:

1:31 - Retail Sales Were Up In December.

  • Fourth Quarter and Holiday sales were through the roof this year. In fact, the numbers were the highest...


Jan 11, 2019

Being between jobs can be a blessing or a curse. Discover the benefits and pitfalls associated with leaving your primary job for other ventures.

What You'll Learn:

2:47 –Being Between Jobs.

  • Perhaps you were recently laid off from a company, or perhaps you decided to quit for any number of reasons. No matter...


Jan 4, 2019

Much like a pilot has a pre-flight checklist, you need a pre-retirement checklist to help you along your journey. Find out what should be atop your list.

What You'll Learn:

00:29 –The End Of Mid-Terms.

  • As we enter 2019, we're all thankful the mid-term elections are over. Joel reflects on the past election...