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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.

Oct 28, 2022

It’s easy for someone to take flying for granted but so much is happening behind the scenes to ensure a safe arrival to the destination. Much of the same can be said about financial planning as well. Today we’ll explore a few of the similarities between flying and retirement planning.

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Oct 21, 2022

We all intend to be great investors but things often don’t go as planned. If you look at some of the worst investors out there, you’ll start to find some recurring traits and some mistakes that show up a lot. Hopefully you aren’t guilty of any of the ones we talk about on this episode.

 

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Oct 14, 2022

Retirees will come across all types of scenarios that can impact their finances, and we tackled a few of those on our latest podcast.

Eric Hogarth, CFP®, will take a few questions from the mailbag today that touch on Social Security, combining finances later in life, and annuities.

 

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Oct 7, 2022

The popular Aesop fables have been told for centuries as a way to teach important lessons. Many of those can be applied to our financial lives as well. Today we’ll take a couple that you might know and explain what they teach us about money.

 

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