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Created: April 5, 2025
Modified: April 2, 2025

Understanding Retirement Planning

Planning for retirement isn’t just about saving – it’s about making smart financial decisions at every stage of life. A better understanding of the financial industry can help you avoid costly mistakes and achieve long-term stability.

In this week’s Better Money Boston with WCVB Channel 5, join Joel Johnson, CFP® as he shares common pitfalls, insider tips, and practical strategies for a successful retirement.

Avoid Common Mistakes

Saving for retirement is of course important, but young people sometimes make the mistake of focusing so much on saving that they miss out on valuable life experiences. It’s more than possible to enjoy meaningful moments with family without being reckless with money.

Explore the Industry Behind the Scenes

Johnson Brunetti has been serving clients for over 20 years, and we’ve learned a lot along the way. With a behind-the-scenes look at other financial firms, we have a deep understanding of how the industry works. By sharing this knowledge with you, you can better understand not only how our financial planning firm operates, but also how we work in your best interest to help you retire with confidence.

Follow Practical Advice

As you navigate crucial financial decisions during major life events, it’s important to follow practical guidance on what to do and what to avoid. At Johnson Brunetti, our fiduciary professionals have guided thousands of families and individuals through the retirement planning process, giving us firsthand insight into the many paths people take.

Make Your Future Goals a Reality

The first step to making your retirement dreams a reality is creating a solid retirement income plan; one that minimizes taxes and helps you determine the right investments for your portfolio. Beyond that, there’s also your legacy to consider. Do you want to leave money to your children or support causes you care about? A well-structured plan can help you answer these key questions.

Information presented in our podcasts is considered current as of the created date. Over time, some information presented may become stale. We recommend you consult with your Financial Professional before making any changes based on information contained here.

Johnson Brunetti is a marketing name for the businesses of JB Capital and JN Financial.

Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.
The guarantees provided by any type of insurance contract are based on the claims-paying ability of the insurance company.

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