Apr 18, 2025

Over the next few videos, we’re going to take you inside the planning process at Johnson Brunetti because many people are hesitant or intimidated to meet with an advisor. They might fear the pressure of a high-pressure sales pitch or feel unprepared for the questions that may arise. Today we’ll set some expectations...

Apr 11, 2025

When it comes to preparing for retirement, most people focus on the obvious goals of saving enough and building an emergency fund. But in this episode of Money Wisdom, Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® explore the deeper, often overlooked financial goals that truly make or break your retirement...

Apr 4, 2025

Getting engaged later in life is an exciting time, but it requires different financial planning conversations. With blended families, different retirement timelines, and evolving goals, couples in this situation face unique challenges. Jake and Nick break down how your relationship with money changes as retirement nears...

Mar 28, 2025

Establishing a solid relationship with a financial advisor is crucial for effective planning, but what does that look like in practice? Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® discuss the essential role that communication plays in the client-advisor relationship to help set expectations for the...

Mar 21, 2025

Long-term care planning is a significant concern for individuals approaching retirement because it’s an expense most people aren’t prepared for. Trying to prepare for it with insurance isn’t cheap, and people often ask us if it’s worth it. In this episode of the Money Wisdom podcast, Jake Doser, CFP®, CPWA®...