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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 10, 2022

You might have heard already that financial planning changes as you head into retirement and your goals shift, but does that mean you should get out of the market and move to cash? We’ll answer that question along with two others that came into the show recently.

 

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

 

What we discuss in this episode: 

0:23 – Mailbag question about moving to cash  

3:11 – Mailbag question on self-insuring

5:00 – Mailbag question on claiming Social Security

7:23 – Building a plan for you