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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.

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Aug 20, 2021

We meet people every day that either work with or have worked with a financial advisor, and during those conversations we hear many of the same complaints. Let’s dive into the issues facing may pre-retirees and how we address them with our clients.


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What we discuss on this episode: 

1:08 – Peak of the homebuying frenzy?

2:38 – Mailbag question on paying for a swimming pool

5:38 – Complaint: Taking on too much risk

9:21 – Different biases we have

11:03 – How do you determine risk in your portfolio

14:13 – Complaint: My fees are too high

17:20 – Complaint: My account didn’t grow much 

18:34 – Complaint: I only hear from my advisor when they want me to buy a stock

19:03 – Mailbag question on investments for grandchildren

20:49 – Mailbag question on investing outside of stocks