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

  1. All Episodes
  2. Simplifying the Complexities in Financial Planning

Simplifying the Complexities in Financial Planning

Sep 17, 2021

Many people are hesitant to dive into their finances or make any big decisions because there’s often so much information to sift through. When it comes to planning for retirement, we all need help sorting through our options and simplifying our financial plan. That’s exactly what Joel will help you do on this episode.

 

As part of our summer podcast series, we're going back to the most popular topics of the past year and revisiting them once again. 

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-189-simplifying-the-financial-planning-complexities/ 

 

What we discuss on this episode: 

0:42 – Fun Fact of the Week

3:10 – Beauty of Simplicity and How to Make Financial Structure Less Complicated

6:49 – 3 Areas That Overwhelm People

9:27 – Strategies Joel Uses to Bring Simplicity to Clients

11:42 – Explaining How the Money Map Process Assists in This

14:45 – Mailbag Question on mutual fund returns

16:20 – Mailbag Question on getting spouse involved in finances