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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 4, 2020

Are you someone who has specific goals for retirement or have you not given it a lot of thought yet? Everyone will have a different plan for retirement and no matter what that might be, there are questions that can help you determine what it will take to achieve your dream.

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-177-what-does-your-retirement-dream-look-like/ 

 

What we discuss on this show:

0:29 – Investing implications to people relocating due to work from home

3:21 – What’s Joel’s plan for where to live in retirement

7:13 – Quote of the week  

7:56 – Living the retirement dream

8:58 – What will my social circle consist of?  

12:23 – What will your eating habits be?

13:35 – What will an average day consist of?

15:05 – What will you do for exercise?

16:11 – Will you be traveling much?

17:28 – Mailbag Question: I’m anticipating a market crash any day now so I have about half my IRA in cash. How long should I wait before I reinvest it?

20:04 – Mailbag Question: My husband and I plan on taking care of one another as we get older unless one of us is in extremely bad health. Since this is the plan, how much long-term care coverage do we need?

21:27 – Mailbag Question: I have an MBA and I understand investments well so I’ve always handled investments myself. In your opinion, is there any reason for me to work with an advisor?

23:43 – Money Map Retirement Review