HeyJaredMoney Wisdom
Listen to Johnson Brunetti's Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®. Whether you're approaching retirement or recently retired, Money Wisdom offers key financial insights to help you make informed decisions for you and your family.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 18, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
Are You Prepared for the Great Wealth Transfer? (opens the original)
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A massive amount of wealth is moving from one generation to the next, but transferring assets is only part of the equation. Today, Nick and Eric look at why families need to start thinking about the transition long before an inheritance actually changes hands. The goal is to make sure the wealth you've built ultimately reaches the people and purposes you intended and to give you a simple playbook for starting those tough conversations before it's too late. Here's what we discuss in this episode:
7 Milestone Ages for Retirement Planning (opens the original)
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Retirement planning comes with a surprising number of age-based rules and opportunities. Nick and Eric walk through the milestones that can shape when and how you make important financial decisions. Knowing what changes at each stage can help you avoid missed opportunities and costly surprises. Think of this episode as your age-by-age cheat sheet so you know exactly what to do before the IRS, Social Security, or Medicare force your hand. Here's what we discuss in this episode: ⏳ Full Retirement:
Is Long-Term Care Insurance Worth It? (opens the original)
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Long-term care can be one of the biggest financial blind spots in retirement planning. Today, Nick and Eric discuss when long-term care insurance may make sense, when self-insuring could be reasonable, and why the decision needs to fit within the broader retirement plan. You'll also hear the differences between traditional and hybrid policies and why timing can affect the options available. The most important step is not necessarily buying insurance, it's making sure the risk has been addressed.
Teacher Retirement Planning: What You Should Know (opens the original)
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Teachers often have retirement benefits that look very different from those of private-sector employees. In this episode, Nick and Eric explain why understanding the options available through your school system is so important before making irreversible decisions. They also discuss how teachers can build more flexibility around the income provided by a pension. Make sure your decades of hard work translate into a retirement plan that fits your life. Here's what we discuss in this episode: 💰 Pens
How Long Will My Investments Last in Retirement? (opens the original)
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Retirement changes the purpose of your investments. Instead of simply accumulating money, your portfolio now has to support your lifestyle, keep pace with inflation, manage risk, and provide income for an unknown number of years. In this episode, Nick and Eric tackle the questions that help determine whether you are truly ready to retire and how your investment strategy may need to evolve. Here's what we discuss in this episode: ❓ Key Questions: Lifestyle and longevity shape every decision 🌅 Ret
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