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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 16, 2022

In times like these when the stock market is tumbling over an extended period of time, we often get calls and questions from people about what they’re most concerned about. It’s natural to be worried or fearful when account values are dropping, but that’s a time when you can lean on your advisor. Let’s talk about the guidance we provide during volatile markets and what you should be paying the most attention to moving forward.

 

Here’s what we discuss in this episode:

0:42 – The questions and concerns we’re hearing right now

3:57 – What investments strategies can you use in these markets?  

7:25 – Why do look at the mark in two extremes?

9:11 – Mailbag question on where to pull money from to invest  

13:31 – The Money Map Retirement Review

 

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