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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.

Jun 4, 2021

Which financial tools should you be utilizing in your retirement plan? The answer varies for every person but every tool could be a possibility. Today we’ll take a look at a few popular planning items and answer questions that our listeners have about each one.

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-203-questions-about-different-financial-tools/ 

 

What we discuss on this episode: 

0:27 – Mailbag question on long-term care insurance vs self-insuring

2:07 – Long-term care insurance a good idea for most people?

3:11 – Mailbag question on reverse mortgages

4:49 – Mailbag question on stock market

6:07 – Using financial tools effectively