Preview Mode Links will not work in preview mode

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.

Subscribe on Apple Podcasts

Subscribe on Android

May 19, 2023

Periodic reviews with certain clients can look very different from reviews with others. We’ve worked with just about every type of personality through the years so let’s talk about how our conversations might sound depending on who we’re meeting with for a review.


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

1:02 – Clients that always need us to explain something again

2:07 – The client that is positive about everything

3:12 – The client that never wants to come into the office to meet.

4:30 – The person with a great new idea or something always happening

5:45 – The person that’s always worried about everything

8:44 – On the case with Heath: Getting too enamored with one product

12:44 – Mailbag question on bank failures

14:14 – Mythbusting with Matt: Social Security is its own independent decision

19:47 – Mailbag question on retiring early


Check out our other free financial resources here:

Contact our team: