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.
Related Resources
-
Staying Ahead of the Tax Curve
Retirement doesn’t mean you stop paying taxes – but there are ways to minimize the bite in the long run. With thoughtful, proactive tax planning, you can stay ahead of the curve and keep more of w… -
How Much Will I Get from Social Security?
When planning for retirement income, it’s important to have a clear idea of how much you can expect to receive. However, estimating your future Social Security benefit can be complicated. Your … -
Podcast Episode 411: What Happens to My Money After I Die?
Prefer to watch? Click here to watch and listen on YouTube. No one wants to think about life after they’re gone, but ignoring what happens to your money can leave your loved ones confused and v… -
What’s the Best Age to Start Taking RMDs?
Is it better to take your required minimum distribution (RMD) sooner rather than later? While the IRS determines when you must begin taking RMDs, you may benefit from taking them earlier. An RM… -
Should I Downsize My Home for Retirement?
Equity is on the minds of many pre-retirees and retirees today, more specifically: Should I downsize my home in retirement? And if so, when is the right time to do it? In this week’s Money Wisd… -
Podcast Episode 410: 2 Key Questions to Ask a Retirement Planner
Prefer to watch? Click here to watch and listen on YouTube. Meeting with a financial planner often sparks some of the most important questions. When it comes to retirement, there’s a lot to con… -
Key Components of Any Good Estate Plan
No matter your age or income level, everyone should consider basic estate planning. A well-crafted estate plan provides privacy and control over your assets, secures your legacy, and most importan… -
How Can You Protect Your Retirement Assets for Your Family?
When you’re focused on planning for retirement, it’s easy to overlook how you can protect your assets for both yourself and your family. While there’s no one-size-fits-all approach, your first ste… -
Podcast Episode 409: Which Retirement Accounts Should I Withdraw from First?
Prefer to watch? Click here to watch and listen on YouTube. Planning for retirement doesn’t end when you stop working. In fact, one of the most important financial decisions you’ll face in reti… -
How to Jumpstart Your Retirement Planning
Retirement planning can feel overwhelming, especially after decades of hard work and diligent saving. With so much to consider, how can you ensure your money lasts as long as you do? The good news…