Feb 5, 2021
Much of the conversation we have on the podcast deals in the present but we wanted to take a look back over Joel’s career and hear some of the stories he remembers most. Find out what he would consider his biggest mistake, the luckiest thing he’s seen, and more.
Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-186-highlights-from-a-career-in-financial-planning/
What we discuss on this episode:
0:45 – What’s in store for the stock market this year?
2:27 – Tell a story about the messiest financial situation you’ve help navigate
5:50 – Biggest mistake Joel made early in his career
7:24 – Luckiest thing you’ve seen happen to someone financially
10:21 – The maddest Joel’s been in his job
15:21 – Mailbag question on W-2 vs Independent Contractor
18:54 – Mailbag question on couples with separate bank accounts
21:01 – Mailbag question about taxes on retirement accounts