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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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May 29, 2020

Joel and the team have returned back to the office now that the northeast is beginning to open back up, and people are curious how the planning process might be changing. While some things might be shifting, our four core philosophies will remain entrenched in everything we do.


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Today's show schedule: 

0:34 – Joel and his team back in the office again.

1:46 – Are people shaking the complacency and ready to get going again?

2:56 – How is the financial planning conversation different now than it was before?

5:46 – The four core philosophies we preach

9:36 – How are these philosophies woven in to conversations with clients?

14:23Mailbag Question #1: I’m thinking about starting my own business but I would have to pull money about $75,000 out of my IRA, which would require paying taxes and penalties. I’m not scared of those penalties but interested to hear your take on it.

17:09 – Massive wealth is built without diversification.

19:09Mailbag Question #2: My mom passed away and left me about an IRA of about $350,000 in it. What do I need to know about this account and how should I invest it?

20:44Mailbag Question #3: My kids are both in their 20s and have been furloughed. They live with us so expenses are limited, but I’m wondering how to best help them financially during this time.