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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.

Jun 23, 2023

So much about life is having the right perspective and the same can be said about the scenarios that feel like a true crisis. Through proper retirement planning, many of the events that feel like a negative in your life could actually provide you with an opportunity instead. Today we’re going to look at a few examples of this and tell you where to find the silver lining.

 

Here are some of the things we discuss in this episode:

3:23 – The crisis of becoming an empty nester

4:26 – How a market crash could become an opportunity

6:06 – Turning a layoff into a positive

9:58 – CEO’s Corner: Financial conversations with our employees

21:28 – Mailbag question on working until you’re 70 

 

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