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Artwork for Money Wisdom

Money Wisdom

Johnson Brunetti
Retirement Planning
Financial Planning
401(k)
Tax Planning
Social Security
Roth IRA
Retirement
Taxes
Investment Strategy
Income Management
Income Planning
Stock Market
Money Map Retirement Review
30-Year Retirement
Healthcare Costs
Interest Rates
Estate Planning
Legacy Planning
Inflation
Inherited IRA

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. In a world full of financial noise, Jake and Nick aim to provide clarity, peace of mind, and practical guidance on your journey towa... more

PublishesWeeklyEpisodes425Founded8 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Money Wisdom

Latest Episodes

How do you know if you can support your lifestyle after retirement without a paycheck? Deciding when to retire isn't just about the date on the calendar, it's about confidence, clarity, and knowing whether your lifestyle can truly support the transit... more

As the year winds down, it's the perfect moment to double-check your tax strategy and make sure you're setting yourself up for long-term savings, not just short-term deductions. Today, Nick and Jake break down five smart tax moves worth considering b... more

YouTube

Is all debt truly harmful, or can it actually help you achieve your retirement goals? In this episode, Nick and Jake reveal how understanding the difference between good and bad debt can reshape your financial future. Discover whether being debt-free... more

YouTube

As we age, one of the biggest financial threats isn't the market, it's the cost of long-term care. In this episode, Nick and Jake break down the real facts behind long-term care insurance, hybrid policy options, and ways to protect what you've built.... more

YouTube

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Retirement Starts TodayBenjamin Brandt CFP®, RICP®

Hosts

Jake Doser
Certified Financial Planner, Certified Private Wealth Advisor
Nick Colantuono
Certified Financial Planner

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#51
Philippines/Business/Investing
Apple Podcasts
#241
Philippines/Business

Talking Points

Recent interactions between the hosts and their guests.

5 Tax Moves to Make Before December 31
Q: Are 401Ks and 403Bs taxed the same?
Yes, they are usually taxed the same when withdrawn, but there are some exceptions for certain types of accounts and distributions.
5 Tax Moves to Make Before December 31
Q: When is it too late to start a Roth? Is it smart to move my company 401k into a Roth when I retire?
It's never too late to start a Roth; you can convert existing pre-tax dollars into a Roth IRA in retirement, but it should be carefully planned to avoid high taxes.
5 Tax Moves to Make Before December 31
Q: How can I make tax-free gifts for college scholarships? Can I use my 401k to do it?
You can use your 401k, but it's not the optimal vehicle for gifting, as qualified charitable distributions must come from an IRA, not a 401k.
Long Term Care Planning: How to Protect Your Assets
Q: What are my options for protecting assets from a nursing home?
You can either purchase insurance, pay out of pocket, apply for Medicaid, or gift assets to a trust or person.
Long Term Care Planning: How to Protect Your Assets
Q: When is a good time to consider a long term care policy?
The sweet spot for considering long-term care insurance is often between ages 45 to 60.

Audience Metrics

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Frequently Asked Questions About Money Wisdom

What is Money Wisdom about and what kind of topics does it cover?

Focused on financial guidance for individuals nearing or in retirement, the content addresses essential topics like Social Security benefits, taxes, retirement planning, and investment strategies. Frequent discussions explore legislative changes impacting personal finances, Medicare intricacies, and critical financial figures that listeners must understand to secure their futures. The hosts utilize relatable analogies, such as those drawn from NFL strategies, to simplify complex concepts and reinforce the importance of thorough planning. The podcast appears valuable for anyone seeking to navigate the complexities of retirement and personal financial management, offering actionable advice and resources to enhance financial literacy and prepa... more

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Which podcasts are similar to Money Wisdom?

These podcasts share a similar audience with Money Wisdom:

1. Big Picture Retirement®
2. Retirement Answers
3. Retirement Answer Man
4. The Retirement Wisdom Podcast
5. Retirement Starts Today

How many episodes of Money Wisdom are there?

Money Wisdom launched 8 years ago and published 425 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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