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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.

May 6, 2022

Everyone has something in finance that bothers them. It’s different from person to person but we all have to face these pain points and address them in retirement planning. Today we’ll identify the most common problem areas and what we do to help clients ease these worries.

 

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What we discuss in this episode: 

0:27 – Back from a Disney vacation  

1:58 – Worry about running out of money

4:40 – Angst around taxes

6:10 – Fear about ending up in a nursing home

7:52 – Uneasiness about walking away from a paycheck  

9:17 – Anxiety over an impending market crash

11:23 – Addressing these pain points