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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 17, 2022

We might all be different when it comes to money, but there are certain things that we can all relate to. Let’s look at the areas of financial planning that we are all familiar with and discuss where people often go wrong.

 

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

 

What we discuss in this episode: 

0:45 – Intro to the conversation

1:42 – Worrying about whether Social Security will last

2:44 – Not remembering someone’s name 

3:44 – Thinking you have a high risk tolerance until the market crashes

6:07 – Procrastinating with your financial plan