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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.

Nov 26, 2019

You never know what major life events will impact your life, but you can prepare yourself in case that day ever comes. On this episode, we’ll discuss some of the biggest life changes you might face as a retiree or pre-retiree and explain how they can affect your retirement.

 

Show Notes and Additional Resources:


Nov 22, 2019

There are common beliefs in the financial world that we all tend to take as absolute facts. The scary part is we base many of our investment decisions off these beliefs. We’ll spend time busting those myths and help you separate fact from fiction. Plus, we’re cracking open some financial fortune cookies and sharing...


Nov 15, 2019

Dealing with a divorce can be stressful enough on its own but having to make important financial decisions in the middle of the process is very difficult. If you or someone you know is in this position, make sure you think through your options when splitting assets, so you’ll avoid these common mistakes that people...


Nov 8, 2019

There are scenarios we hear about occasionally but never really see them happen in person. These things often seem too good to be true and maybe they are. We’re going to find out how much ‘fake news’ is out there after Joel clears some things up for us.

 

Show Notes: https://johnsonbrunetti.com/?p=4303

 

Today's...


Nov 1, 2019

In the spirit of Halloween, let’s do our own trick-or-treating around the financial industry. Come with us as we take a look at five different products that investors commonly use and decide whether they are tricks or treats. We’ll also dive into the Halloween (mail)bag to answer three great questions on...