Money Wisdom

著者: Joel Johnson
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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 401(k) account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.
    Copyright Johnson Brunetti
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あらすじ・解説

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 401(k) account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.
Copyright Johnson Brunetti
エピソード
  • Are Annuities a Good Source of Retirement Income?
    2024/11/01

    Building a solid income plan is a foundational piece of retirement planning and there are a variety of ways to create those income streams. One product that often comes up during meetings is the annuity because of its ability to produce guaranteed income to replace your paycheck, but is it a good choice for your portfolio?

    Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® join the Money Wisdom podcast to dive into a question we received: ​a ​friend ​told ​me ​that ​I ​should ​think ​about ​an ​annuity ​for ​retirement ​income. ​What ​do ​I ​need ​to ​watch ​out ​for ​with ​these ​products ​while ​I'm ​shopping ​around? If you're considering annuities as part of your retirement strategy, this episode is worth watching.

    Here’s what we discuss in this episode:

    0:00 – Intro

    1:29 – Today’s question

    3:20 – Types of annuities

    5:22 – Goals for your money

    6:47 – Other considerations

    Get a copy of the ‘Are You Ready to Retire?’ starter kit by texting the word KIT to 800-757-0436.

    Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

    Contact our team: https://johnsonbrunetti.com/contact-us/

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    10 分
  • How Can You Earn Better Yield on Your Savings?
    2024/10/25

    In a world where financial stability is paramount, many individuals are seeking ways to make their savings work harder without compromising on safety and liquidity. That’s why we want to tackle today from someone trying to generate greater yield: how can I earn more interest on $120,000 sitting in a bank account while maintaining safety and liquidity?

    Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® join the Money Wisdom podcast to discuss various options, such as money market funds, short-term CDs, and fixed annuities, and emphasize the importance of aligning financial decisions with personal goals and overarching plans.

    Here’s what we discuss in this episode:

    0:00 – Intro

    1:20 – Today’s question

    2:30 – The why

    3:22 – Goals for this money

    4:55 – What options do you have?

    7:06 – Tax considerations

    Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

    Contact our team: https://johnsonbrunetti.com/contact-us/

    Watch the show on YouTube:

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    10 分
  • Is Your Portfolio Ready for Retirement?
    2024/10/18

    Retirement is a significant milestone in life, and preparing for it requires careful planning and strategic financial management. Knowing when to dial back the risk in your portfolio can help protect your portfolio and keep you on track in retirement. In the latest episode of the Money Wisdom podcast, financial planners Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® answer a question about when to adjust your investment strategy as you approach retirement.

    Here’s some of what we discuss in this episode:

    • The ​differences ​between ​investing ​and ​saving ​for ​retirement ​versus ​investing ​and ​saving ​in ​retirement.
    • What ​sort ​of ​qualities ​do ​your ​investments ​need ​to ​hold ​in ​retirement?
    • Structuring plans ​from ​an ​investment ​standpoint based on risk tolerance.
    • Planning can help you identify how much risk you need to take and determine whether you can dial it back.

    Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

    Contact our team: https://johnsonbrunetti.com/contact-us/

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    13 分

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