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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.

Oct 16, 2020

Having worked with thousands of clients through the years, we’ve gotten to know the financial personalities of different types of professionals. Find out what challenges specific careers face with financial planning and what types of strategies are typically best to meet those needs.

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/how-financial-planning-differs-by-profession/ 

 

What we discuss on this show:

0:58 – Teachers

3:00 – Doctors

6:37 – Engineers

8:09 – Entrepreneur/Small Business Owner  

10:51 – Realtors

12:13 – Government Employees

16:55 – Mailbag Question 1 on College Funding

21:07 – Mailbag Question 2 on Improving Debt

22:42 – Mailbag Question 3 on the Stock Market