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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.

May 12, 2023

Like anything else in life, financial planning is much easier to do in hindsight. We all have a few (or more) decisions we’d like to go back and change if we could. Let’s talk about a few of the regrets people are probably coming to terms with today.

 

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

  • 1:16 – Did you miss the long bull run following 2008 because you were too worried and conservative?
  • 3:32 – Not understanding how much risk you had until 2022 hit
  • 6:36 – Regretting starting Social Security too early
  • 11:10 – CEO’s Corner with Joel Johnson – Advice he’d give his younger self
  • 19:43 – Mailbag question on what to do with excess income in retirement
  • 21:48 – Mailbag question on raising your savings goal because of retirement

 

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