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