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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.

Mar 25, 2022

Have you ever felt out of touch when you read or listen to financial news because you don’t completely understand the jargon being used? Don’t worry if you do because you’re not alone. Today we’re going to clear up a few of the common financial terms that you’ve probably heard but might not know what they truly mean.

 

Read more and get additional financial resources: http://johnsonbrunetti.com 

 

What we discuss in this episode: 

0:19 – In-service distribution

1:57 – Roth conversion

3:20 – ETF

6:16 – Fiduciary

9:14 – Money Map review