98 episodes

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.

Money Wisdom Joel Johnson

    • Business
    • 4.4 • 16 Ratings

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.

    Mailbag – Renovation Expenses, Life Insurance, College Savings & More

    Mailbag – Renovation Expenses, Life Insurance, College Savings & More

    It’s time once again to open up the mailbag and get to as many of your questions as we can on this week’s episode of the podcast. We will touch on some great topics today like paying for home renovations, life insurance policies, and college funding options.
    Today's show rundown: 
    0:22 – Mailbag question on paying for remodeling expenses
    2:32 – Mailbag question on college funds for grandchildren.
    4:28 – Mailbag question on life insurance  
    6:12 – Mailbag question on prospectus fine print
    8:05 – Mailbag question on investing extra cash
     
    To start your Money Map review process, visit us online: http://johnsonbrunetti.com 

    • 13 min
    Busting Financial Myths

    Busting Financial Myths

    Today we’re clearing up some common beliefs about retirement and financial planning that just aren’t as true as you think.
     
    Read more and get additional financial resources: http://johnsonbrunetti.com 
     
    What we discuss in this episode: 
    2:05 – Shifting from stocks to bonds removes volatility
    3:25 – Life insurance is no longer necessary in retirement
    4:40 – You’ll need less income while you’re retired
    6:53 – You’ll be in a lower tax bracket when you retire
    8:23 – Financial planning today is much easier to do without a professional

    • 10 min
    Pension Lump Sums, Legacy Planning & Other Mailbag Questions

    Pension Lump Sums, Legacy Planning & Other Mailbag Questions

    It’s time to open up the mailbag once again and answer the questions that are on your mind. Today’s episode will cover pension payments, paying off debt with retirement money, legacy planning, and changing financial advisors.
     
    What we discuss in this episode: 
    0:24 – Mailbag question on pension payments
    3:06 – Mailbag question on taking retirement savings to pay house
    6:22 – Mailbag question on legacy planning
    8:17 – Mailbag question on changing advisors
     
    To take advantage of our Money Map review process, visit us online: http://johnsonbrunetti.com 

    • 12 min
    Financial Planning Priorities from Age 55-65

    Financial Planning Priorities from Age 55-65

    While financial planning is crucial for people at all stages of their life, that final decade of your working career requires extra attention. This will be your chance to really drill down on where you stand and determine how to get where you want to go.
     
    Read more and get additional financial resources: http://johnsonbrunetti.com 
     
    What we discuss in this episode: 
    1:12 – What’s important for you in retirement?
    2:56 – Have most people thought through retirement?
    4:13 – Know your numbers
    7:20 – Getting a handle on healthcare
    8:25 – Understanding how needs are going to change over time
     

    • 12 min
    Fortune Cookies and Financial Planning

    Fortune Cookies and Financial Planning

    The fortune cookie is a nice touch at the end of a good meal but how much value do you place on the words inside? Today we’re going to crack open some fortunes and find out what wisdom we can gain for our own financial plan.
     
    Read more and get additional financial resources: http://johnsonbrunetti.com 
     
    What we discuss in this episode: 
    1:07 – Crisis is opportunity riding on a dangerous wind
    2:20 – A feather in the hand is better than a bird in the air  
    4:18 – Accept something you cannot change and you will feel better
    6:12 – The greatest danger could be your stupidity
    7:59 – A foolish man listens to his heart
    12:31 – Don’t let statistics do a number on you
    14:00 – Hard work pays off in the future. Laziness pays off now
    17:58 – Mailbag question on taxes on stock sales
    19:35 – Mailbag question on homebuying budget

    • 24 min
    Social Security Benefits While Working + Other Mailbag Questions

    Social Security Benefits While Working + Other Mailbag Questions

    Let’s say you’ve walked away from your job and started living life in retirement with your Social Security benefits, but a job offer that was too good to refuse suddenly showed up. How will this impact the benefits you’ve already claimed? We’ll tackle that question on the podcast today plus others on retirement withdrawals and divorce.
     
    Read more and get additional financial resources: http://johnsonbrunetti.com 
     
    What we discuss in this episode: 
    1:16 – Mailbag question on Social Security
    2:21 – So many Social Security considerations
    4:35 – Mailbag question on paying a large tax bill
    6:47 – Mailbag question on financial consequences of divorce

    • 9 min

Customer Reviews

4.4 out of 5
16 Ratings

16 Ratings

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