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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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Oct 18, 2024

Retirement is a significant milestone in life, and preparing for it requires careful planning and strategic financial management. Knowing when to dial back the risk in your portfolio can help protect your portfolio and keep you on track in retirement. In the latest episode of the Money Wisdom podcast, financial planners Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® answer a question about when to adjust your investment strategy as you approach retirement.

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

  • The ​differences ​between ​investing ​and ​saving ​for ​retirement ​versus ​investing ​and ​saving ​in ​retirement.
  • What ​sort ​of ​qualities ​do ​your ​investments ​need ​to ​hold ​in ​retirement?
  • Structuring plans ​from ​an ​investment ​standpoint based on risk tolerance.
  • Planning can help you identify how much risk you need to take and determine whether you can dial it back.

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