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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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Feb 24, 2023

Investing your money can be a scary thing, especially when you don't feel like you have a good handle on the terminology and concepts. Many people turn to financial advisors to help guide them through their investments, but it's important to make sure that they are actually helping rather than hurting. Let's talk about a few scenarios where your advisor might be naughty or nice.


Here are a few of the things we discuss in this episode:

1:00 – How should your advisor be handling meetings with the client?

2:46 – If an advisor tells you they have an asset minimum, but is this actually nice?

4:28 – Should your advisor go ahead and make investment changes for you?

6:04 – On the Case with Heath


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