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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 30, 2021

Joel and his family have been dealing with the loss of his father, which has been an emotional time for everyone. It’s also helped reinforce the importance of having an estate plan in order and why keeping things simple can really benefit the loved ones you leave behind.


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What we discuss on this episode: 

0:33 – The loss of Joel’s father

2:18 – Financial steps after someone passes

4:26 – Importance of simplifying things

5:54 – What would you have done differently with their finances?

7:22 – Taking care of the widow

10:05 – How the Money Map simplifies planning