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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.

Sep 4, 2026

Long-term care can be one of the biggest financial blind spots in retirement planning. Today, Nick and Eric discuss when long-term care insurance may make sense, when self-insuring could be reasonable, and why the decision needs to fit within the broader retirement plan. You’ll also hear the differences between...


Aug 28, 2026

Teachers often have retirement benefits that look very different from those of private-sector employees. In this episode, Nick and Eric explain why understanding the options available through your school system is so important before making irreversible decisions. They also discuss how teachers can build more...


Aug 21, 2026

Retirement changes the purpose of your investments. Instead of simply accumulating money, your portfolio now has to support your lifestyle, keep pace with inflation, manage risk, and provide income for an unknown number of years. In this episode, Nick and Eric tackle the questions that help determine whether you are...


Aug 14, 2026

Retiring before age 65 can create a major gap between employer coverage and Medicare eligibility. Today, Nick and Eric explain four potential health insurance options and answer listener questions about Medicare enrollment, Social Security claiming, and long-term care planning. Before leaving work, make sure healthcare...


Aug 7, 2026

What scares Americans more than death? For nearly two out of three people, it’s the possibility of running out of money in retirement. Costs continue to rise, paychecks eventually stop, and the money you’ve accumulated may need to support you for decades. In this episode, Nicholas J. Colantuono, CFP® and Eric...