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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.

Jul 7, 2023

To celebrate another Father’s Day weekend, we decided to work in some dad jokes into the podcast. Who doesn’t love those, right? So join us for a few laughs (we hope) and more importantly, some financial wisdom.

 

Here are some of the things we discuss in this episode:

1:01 – Joke #1: Where does 007 invest his money?

2:29 – Joke #2: What did the duck say after going shopping?

7:14 – Joke #3: Why did the woman go outdoors with her purse open?

9:10 – Joke #4: Why are Irish bankers so successful?

12:12 – On the case with Heath: Pensions

16:27 – How high on the list is long-term care on retirement issues?

20:13 – Mailbag question about taking care of parents financially

 

 

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