Do your retirement goals include finding a second home where you can spend a portion of the year living in? If so, what are the best options for financing that home? Let’s look at the different choices and explain which might make the most sense from a planning standpoint. We’ll also answer two other listener questions on contributions and working with an advisor.

As we approach the end of the year, it’s important to review a handful of key items before the calendar turns to January 1. Use the list we provide on this episode to help you get your finances in order and make some planning decisions.

A number of IPOs are scheduled in the upcoming weeks and this always grabs the attention of investors. So we’ll talk about our approach to IPOs and how Joel feels about them. Plus, we have three mailbag questions covering disability payments, investing extra money, and losing trust in financial advisors.

Who doesn’t want to get the most out of their relationship with a financial advisor, but when does a request cross over to unreasonable? Let’s look at three examples of things that someone might hope for but won’t likely be in the cards.

Are you someone who has specific goals for retirement or have you not given it a lot of thought yet? Everyone will have a different plan for retirement and no matter what that might be, there are questions that can help you determine what it will take to achieve your dream.

Your financial portfolio is typically divided into three different worlds of money – banking, insurance, and Wall Street. Do you know the differences between the three and how to best utilize each to give you the best chance for long-term success? On this show, Joel will take you through the three worlds and explain each in detail. We’ll also find out what he thinks about the election results and the recent positive vaccine news.

Should you stay or should you go? Joel Johnson, CFP® discusses 3 things to consider before taking an early retirement.

Today we’re going to play a little game called ‘Investment or Not?’ where we’ll present a statement to Joel and he’ll tell us whether or not it’s an investment or something else.

A lot of commonly held financial beliefs might not be as accurate as you’d like to believe. Joel will drop the truth on this episode and maybe open your eyes to a few things you weren’t aware of.

This week’s episode marks a milestone for my Money Wisdom Podcast – it’s my 100th episode! Thank you for joining me on this audio journey!