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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.

Apr 10, 2020

Each of us has heard the phrase social distancing over and over again since the coronavirus outbreak began and it is great advice. What would that look like if you applied it to your financial planning? Let’s look at different investments and strategies that you should keep separate from each other.

 

Read more and get additional resources here: https://johnsonbrunetti.com/?p=5147

 

Today's rundown: 

0:20 – We’ve been hearing a lot about social distancing so let’s apply it to finances.

0:40 – Let’s start with your emergency fund and the stock market.

1:37 – Keeping life insurance and investments apart.

3:41 – Next is high turnover investment strategies and after-tax brokerage accounts.

5:11 – Keeping your emotions and your financial decisions from spending time together.

6:35 – Mailbag question #1: With all the craziness going on right now, is this a good time to buy gold?

8:03 - Mailbag question #2: I looked to move some money into an annuity for protection about a year ago. Now that the market has dropped, this moves looks appealing. Is it too late to this?

9:54 - If you need help right now, here’s how to get in touch.