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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 31, 2019

Social Security is a complex topic, and it's surrounded by several misconceptions. We want you to avoid mistakes that could cost you thousands of dollars. On this edition of the podcast, we'll examine eight crucial questions surrounding Social Security.

What You'll Learn:

5:55 – When Am I Eligible To Receive...


May 24, 2019

We live in an era of hot takes; that is to say, strong opinions. Without becoming too controversial, Joel shares his opinions on certain topics and explains whether they're overrated or underrated concepts.

What You'll Learn:

00:41 – Sell In May, And Go Away!

  • It's an old saying meaning, "Don't expect the market...


May 17, 2019

Planning for retirement is a daunting task. Before you retire, you need a game plan, but with so many moving parts, it's tough to know where to begin. To help you out, we've developed eight essential questions you need to answer before you retire. If you've already retired, they're even more critical.

What You'll...


May 10, 2019

Welcome to the Money Wisdom Podcast where Joel Johnson, CFP® of Johnson Brunetti, reviews retirement and investment topics weekly. Let's get started…

Today's Wisdom:

Not all investors are successful. Find out what successful investors do that unsuccessful investors don’t do. Learn how to follow the example of...


May 3, 2019

Couples often have different beliefs and expectations surrounding their finances. While it's natural to view money differently, we want you to be on the same page as a couple when you're approaching retirement. Join us as we outline the importance of retirement planning for couples.

What You'll Learn:

00:38 – Tech...