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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.

May 20, 2022

Everyone that thinks about retirement will have their own vision for what that will encompass and our job is to help craft a plan that will allow for those dreams to become a reality. Today we’ll run down the different types of retirement plans we often hear from people and what areas of focus come with each.

 

Read more and get additional financial resources: http://johnsonbrunetti.com 

 

What we discuss in this episode: 

0:50 – Nothing but fun mentality

2:43 – Want to do as little as possible and relax

4:59 – Time with family  

7:31 – Want to keep working in retirement

9:20 – Don’t know what they’ll do with their time

11:45 – Defense mechanisms  

13:19 – Money Map review