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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.

Dec 27, 2019

There are financial lessons to be learned all around us if you’re willing to look a little deeper. Today we’re stepping onto the football field and looking at what we can learn from the country’s most popular sport. We’ll also spend time on income planning and why many people fail to do it properly.

 

Show Notes...


Dec 20, 2019

With as many things in life that aren’t within our control, why wouldn’t we at least take care of the things that we can? Too many times we sabotage our own financial health by messing up the things that we can control so we’re going to help you identify those mistakes today and make sure your retirement stays on...


Dec 13, 2019

Looking to get a leg up on your retirement planning but not so sure where to start? We’ve come up with a six-step pre-retirement checklist that will help you target areas that need to be evaluated. Getting a grasp on these items will allow you to build a plan that meets your income and expenses later in life.

 

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Dec 6, 2019

Are you prepared to handle those unforeseen circumstances when they arise in retirement? Dealing with unpredictability is something you need to be ready for so let’s talk about four areas that are difficult to forecast. We’ll also spend some time talking about the importance of managing unnecessary risk within...