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

Feb 5, 2021

Much of the conversation we have on the podcast deals in the present but we wanted to take a look back over Joel’s career and hear some of the stories he remembers most. Find out what he would consider his biggest mistake, the luckiest thing he’s seen, and more.

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-186-highlights-from-a-career-in-financial-planning/ 

 

What we discuss on this episode: 

0:45 – What’s in store for the stock market this year?

2:27 – Tell a story about the messiest financial situation you’ve help navigate 

5:50 – Biggest mistake Joel made early in his career

7:24 – Luckiest thing you’ve seen happen to someone financially

10:21 – The maddest Joel’s been in his job

15:21 – Mailbag question on W-2 vs Independent Contractor

18:54 – Mailbag question on couples with separate bank accounts 

21:01 – Mailbag question about taxes on retirement accounts