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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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Apr 19, 2024

Have you ever wondered how becoming a grandparent might change your perspective on money and legacy? The latest episode of the Money Wisdom podcast features Joel Johnson, CFP, who has recently become a grandfather for the second time. His insights into the financial planning world, coupled with his new role in the family, provide a unique and heartwarming perspective on managing wealth for future generations.


Here’s some of what we discuss in this episode:

  • What are some things Joel wants to do with his grandsons that he never thought doing with his sons.
  • The best approach for helping grandchildren with educational expenses and whether a 529 plan is the best route.
  • How do you approach your legacy plan when you have significant assets to pass along.
  • Situations where parents have ruined their kids with the way they’ve approached finances.


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