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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.

Oct 29, 2021

You never know what might happen to you in retirement. After all, some things in life you just can't control. However, you can control how you plan for the unknown. Joel explains why you should control what you can to prepare yourself for those "life happens" moments in retirement.

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/things-you-can-and-should-control-in-retirement/ 

 

What we discuss on this episode:

00:41 – A Quote Of The Week

2:30 - A Question On Roth Conversions

5:37 - Control Your Risk Exposure

7:44 - Build A Lifetime Income Stream

9:50 - Tax Planning Is Crucial

11:20 - You Can't Control The Fate Of Social Security

14:06 - A Question On Inheritance

15:40 - The Unique Challenge Of Age Gap

18:05 - The Unique Challenge Of An Early Retirement

19:10 - The Unique Challenge Of Illiquid Wealth

20:30 - The Unique Challenge Of A Divorce