 |
Money WisdomAuthor: Joel Johnson Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Financial Goals You Shouldn’t Overlook
Friday, 11 April, 2025
When it comes to preparing for retirement, most people focus on the obvious goals of saving enough and building an emergency fund. But in this episode of Money Wisdom, Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® explore the deeper, often overlooked financial goals that truly make or break your retirement experience. It’s not just about hitting a magic number. It’s about assigning purpose to each dollar you’ve saved. Proper planning goes well beyond investments to include things like tax strategies, income planning, healthcare expenses, gifting, legacy planning, and even how you’ll spend your time. If you're wondering what you might be missing as you approach retirement, join us as we answer Here’s what we discuss in this episode: 🎯 Retirement planning is about purpose, not just savings goals 💡 Unexpected life events can reshape your financial priorities 💬 The right advisor brings clarity beyond the numbers 🏡 Legacy and lifestyle planning are often just as important as investments Our website: https://johnsonbrunetti.com/ Phone: 800-208-7233 Contact our team: https://johnsonbrunetti.com/contact-us/ Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/ Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/ Check us out on YouTube: https://bit.ly/3CcAzai
