Preview Mode Links will not work in preview mode
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.

Mar 24, 2023

While it’s said that genius is a natural and innate ability, there are certain traits or habits possessed by geniuses that we can learn from. These qualities, when applied to financial planning, can help you make the most of your money while protecting yourself from future economic uncertainties.

 

Here are a few of the things we discuss in this episode:

1:15 – Geniuses are highly adaptable.  

3:41 – Geniuses actually understand how much they don’t know.  

5:19 – Geniuses learn from the mistakes of others.

9:40 – Is it Fake Jake? A looming economic hurricane?

13:38 – Mailbag question on retirement living options.

16:22 – Mailbag question on justifying private school tuition.

19:20 – Mythbusting with Matt – Lower tax brackets in retirement  

 

Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

Contact our team: https://johnsonbrunetti.com/contact-us/