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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.

Mar 29, 2019

Fear and procrastination will lead to all sorts of trouble in your financial life. If these emotions cause you to continuously change your financial goals, learn why, and discover how to put a firm plan in place.

What You'll Learn:

00:56 – Volatility Is Back On Wall Street.

  • We can't predict what will happen on...


Mar 22, 2019

Declare your independence from Uncle Sam, your paycheck, and market volatility. Discover how to live freely with peace of mind in retirement.

What You'll Learn:

1:53 – A Fun Fact Of The Week.

  • On Good Friday in the year 1930, the BBC reported, "There is no news." Instead, they played piano music throughout the...


Mar 15, 2019

Financial pundits love to predict a coming apocalypse. Doom and gloom might drive ratings, but that mentality isn't good for your financial health. Join us as we examine the facts and sort truth from hysteria.

What You'll Learn:

1:56 – The Social Security Apocalypse.

  • Some argue Social Security is going broke....


Mar 8, 2019

Choosing an advisor can be a challenging task. We'll give you four questions you should be asking as you're interviewing potential advisors.

What You'll Learn:

3:49 – Are You Interviewing Your Advisor?

  • As you're looking for an advisor, approach each candidate as an employer would a job prospect. After all,...


Mar 1, 2019

We're going to try to boil the process of financial planning down into six steps. It's a daunting challenge, but it will help you better grasp the process.

What You'll Learn:

3:12 – There Are Fewer Companies To Invest In Than There Used To Be.

  • The Wall Street Journal recently published an article saying there...