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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.

Jan 29, 2021

Much of what you try to accomplish with a financial plan is being prepared for the unexpected and there’s plenty of that in life. We realize not every question has an answer, but a strong plan can position you for many outcomes.

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-185-financial-questions-you-dont-know-the-answer-to/ 

 

What we discuss on this episode: 

0:38 – Market Update

3:25 – How should we invest this year?

5:02 – When is the next market crash?

8:21 – What will healthcare costs look like in 20 years?

10:37 – What will tax rates look like three administrations from now?

15:12 – Fun Fact and Quote of the Week

17:26 – Mailbag question on mortgages

19:44 – Mailbag question on saving 15% of income

21:35 – Mailbag question on trusts in tax planning