The great thing about facts is they remain to be facts even if you don’t wish to acknowledge them as such. Turning a blind eye away from the facts of retirement won’t make these truths disappear. It’s time to face them head-on and talk about what we can do to best prepare ourselves.

Have you ever forgotten someone’s name and fell back on ‘Hey buddy’ or ‘Hey friend’ or even tried to introduce another friend to them to try and extract a name? We’ve all been there, right? Much like those types of situations, there are financial scenarios that we can all relate to as well. On this episode of the podcast, we’ll put a different spin on the planning conversation by taking a look at these situations and explaining how we can make better decisions.

You might have heard already that financial planning changes as you head into retirement and your goals shift, but does that mean you should get out of the market and move to cash? We’ll answer that question along with two others that came into the show recently.

Today we’re here to answer your question, “Is It Better to Have a 401(k) or an IRA?” If you’re asking this question, it means that you’ve saved to some degree […]

David Shapiro has been in the financial services industry since 1998. He has an MBA and holds the Series 66 license as well as Life & Health Insurance licenses. He […]

Sjaun Sanderson joined the Johnson Brunetti team in 2020. As a Financial Advisor, Sjaun’s role involves working with clients to craft tailored strategies and provide advice aimed at growing and […]

Ray Radikas joined the team of Johnson Brunetti advisors in 2018 and has been in the financial services industry since 1993. Ray employs a client-focused approach to addressing each client’s […]

Matt Pastor joined Johnson Brunetti in 2017. He enjoys talking with clients and prospects to help develop their entire retirement picture and building strategies to help them towards their goals. […]

Doug Miller has been in the financial services industry since 1989. With decades of experience at Putnam Investments, GE Capital, and Allianz, he brings great insight and a thorough understanding […]

Alex joined Johnson Brunetti in 2017. His attention to detail, good listening skills, and great empathy are strong attributes which help create an all-around positive experience for our clients. Alex […]