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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 26, 2019

Our clients have all sorts of questions about retirement. Some are more popular than others, yet they're all crucial to solve as you approach retirement. Join us as we search for answers to these three important questions.

What You'll Learn:

1:34 – Goldman Sachs Predicts Low Risk Of Recession

  • Economists at


Apr 19, 2019

Planning for retirement was easier for past generations. When your time came to leave the workforce, you probably received a pension and a gold watch. Maybe you spent your remaining years sipping tea in a rocking chair on the front porch. Unfortunately, those days are gone, and we want to bring you out of the glory...


Apr 12, 2019

Retirement doesn't have to be overwhelmingly complicated. There's beauty in simplicity, and sometimes, we tend to make retirement planning harder than it needs to be.

What You'll Learn:

00:42 – A fun fact of the week.

3:21 - Why some...


Apr 5, 2019

The emotional and logical parts of your brain often conflict. The emotional part usually has more influence, but the logical part thinks it's in charge. This lends itself to justifying emotional decisions with (bad) logic. We'll explore some of the excuses you're making.

What You'll Learn:

2:45 – A Quote Of The...