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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 28, 2023

Different stages of life bring different challenges, and people nearing retirement often make some of the same mistakes with their money time and time again. As a pre-retiree, it's important to understand that your financial plan needs to be tailored around the goals you have for retirement. Let’s take a look at some of the classic mistakes we see people make.


Here are some of the things we discuss in this episode:

1:05 – How is our financial life like a closet?

2:56 – What are the first steps you can take to start getting organized?

5:56 – Money Map retirement review details

7:34 – On the Case with Heath: When refinancing doesn’t make sense

12:49 – Still investing like you were 20 years ago

14:20 – Starting Social Security without a strategy

16:45 – Mythbusting with Matt: Financial planning is much easier today  

20:48 – Mailbag question on managing an old 401(k)


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