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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.

Jul 26, 2019

Whether you’re looking for your first financial advisor or considering your options, there are some easy red flags to look. We discuss three today that can help you feel confident in your advisor. Plus, we run through some problem-solving scenarios and bust out the financial dictionary for an acronym you might not...


Jul 19, 2019

Many people are hesitant to dive into their finances or make any big decisions because there’s often so much information to sift through. When it comes to planning for retirement, we all need help sorting through our options and simplifying our financial plan. That’s the focus for this episode as Joel gives you ways...


Jul 12, 2019

Whether you have already retired or want to start planning for that liberating day, having a plan is essential for your long-term peace of mind. Joel Johnson has laid it out in an easy-to-follow checklist that point you in the right direction for retirement planning. These six items are discussed in detail in the...


Jul 5, 2019

What can we learn in life from those who have come before us? Asking yourself that question frequently is going to keep you in the right mindset to achieve great success in whatever you do throughout life. But we can also apply the thinking specifically to retirement. What can we learn from those who have...