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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.

Jul 22, 2022

Each person views retirement through their own lens and creates their own definition of what financial security means. No matter how you view it, our goal is to help you build a retirement plan that helps you achieve the peace of mind you hope for. Let’s explore some of the ways we see people define financial security and what that means for planning.

 

Read more and get additional financial resources: http://johnsonbrunetti.com 

 

What we discuss in this episode: 

1:36 – ‘I don’t want to be a burden on my kids.’

3:01 – ‘I’ll never run out of money.’

4:16 – ‘I want to work part-time but not because I have to.’

5:17 – ‘Not having to choose between one thing or another.’

7:14 – ‘We don’t want to watch our account jump up and down.’

8:56 – How do you if you’re properly invested?

10:29 – Getting a Money Map review