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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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  2. Four Core Financial Planning Philosophies

Four Core Financial Planning Philosophies

Nov 5, 2021

Between the lingering pandemic, the worry of inflation, and general uncertainty about the state of the economy, it's easy to look for adjustments to make in your financial plan. But when you drill down on the planning we do every day with clients, there are four core principles we follow no matter what else is happening externally. On this episode, Joel will take you through each of those and how we apply them when working with a client.

 

Read more: https://johnsonbrunetti.com/four-core-financial-planning-philosophies/ 

 

What we discuss in this episode: 

0:34 – Joel and his team back in the office again.

1:46 – Are people shaking the complacency and ready to get going again?

2:56 – How is the financial planning conversation different now than it was before?

5:46 – The four core philosophies we preach