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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.
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  2. 2026
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5 Money Habits to Break

Feb 27, 2026

New year. New goals. Same money habits? In this episode, Nick is joined by special guest Eric Hogarth, senior partner and CFP®, to talk about five financial habits that can quietly derail retirement, especially during the transition from saving to spending. The strategies that helped you build wealth during your...

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How to Train Your Finances Like an Olympic Athlete

Feb 20, 2026

Olympic athletes don’t rely on talent alone. They prepare, adjust, and stay disciplined long before the moment arrives. In this episode, Nick and Jake use the Olympics as a lens to talk about what real retirement preparation looks like. The conversation centers on setting clear targets, staying consistent, and...

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What's Your Retirement Relationship Status?

Feb 13, 2026

Love is in the air, and so is smart retirement planning. In this Valentine’s Day edition, Nick and Jake show you how to move from a “day‑to‑day fling” with your finances to a long‑term, committed retirement plan by really knowing your numbers and your income needs. They break down how to balance...

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