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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 30, 2022

Providing answers to your financial questions is one of the things we enjoy doing most each day and our podcast provides a great outlet for that to happen. On this episode, we’re going to take four questions on RMDs, savings, planning mistakes, and whether ETFs or mutual funds are the better investment.

 

Here’s what we discuss in this episode:

0:26 – Mailbag question on RMDs

2:44 – Mailbag question on keeping money in savings

4:18 – Mailbag question on retirement planning mistakes

7:27 – Mailbag question on ETFs and mutual funds

 

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