Preview Mode Links will not work in preview mode
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.
  1. All Episodes
  2. 2025
  3. 03

How Often Should You Meet with Your Financial Advisor?

Mar 28, 2025

Establishing a solid relationship with a financial advisor is crucial for effective planning, but what does that look like in practice? Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® discuss the essential role that communication plays in the client-advisor relationship to help set expectations for the...

Read More

Understanding Long-Term Care Insurance Options

Mar 21, 2025

Long-term care planning is a significant concern for individuals approaching retirement because it’s an expense most people aren’t prepared for. Trying to prepare for it with insurance isn’t cheap, and people often ask us if it’s worth it. In this episode of the Money Wisdom podcast, Jake Doser, CFP®, CPWA®...

Read More

Ways to Lower the Taxes on Your RMDs

Mar 14, 2025

Preparing for required minimum distributions (RMDs) can be quite unsettling when you know withdrawals are coming and the IRS will be waiting. In this episode of the Money Wisdom podcast, we’re going to answer a question about what you can do from a planning standpoint when large RMDs are coming in retirement.  

This...

Read More

The Importance of Financial Communication in Marriage

Mar 7, 2025

Financial planning is an essential aspect of life, but every family handles their money a little differently. The Money Wisdom podcast tackled a common question: what happens when one spouse handles all financial matters, leaving the other uninformed? This scenario, while common, can create stress and uncertainty for...

Read More