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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.

Sep 25, 2020

A busy year hasn’t slowed down at all as we move into fall. Let’s look back at some of the top financial headlines from the summer before opening the mailbag to talk insurance, mortgages, and the upcoming election.

 

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Sep 18, 2020

Insurance is a product that we all rely on but it can be a frustrating and confusing process getting all of your coverage sorted out. The best way to get a grasp on your options is to understand the fundamentals of insurance. Join us for this special episode spotlighting Joel’s whiteboard breakdown.

 

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Sep 11, 2020

We pride ourselves in putting out as much content as possible to assist people with their financial planning so today we’re going to highlight some of the best questions  from our Money Wisdom Question Series.

 

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Sep 4, 2020

It’s time to open up the mailbag again and answer the questions you have about financial planning and retirement. We’ll get to a dozen different questions that cover a variety of topics so it’ll be a busy show.

 

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