Skip to main content
Podcast Episode 312: Dad Jokes and Financial Wisdom
Created: July 7, 2023
Modified: June 20, 2023

Podcast Episode 312: Dad Jokes and Financial Wisdom

To celebrate another Father’s Day weekend, we decided to work in some dad jokes into the podcast. Who doesn’t love those, right? So join us for a few laughs (we hope) and more importantly, some financial wisdom.

Below you’re going to find each of our dad jokes in bold with the punchline to follow. Then we’ll tie in the financial message that we can take from each of these.

Where does 007 invest his money? The bond market

So let’s talk a little about bonds. They’ve been in the news quite a bit in recent months and it’s usually the place people go for safety, right? That perception has changed for investors because they had their worst year in a long time. So make sure you understand how much risk you have in your plan because your money needs to last you in retirement.

What did the duck say after he went shopping? Put it on my bill.

This brings up the topic of credit and debt, which is a huge obstacle for people trying to save for retirement. When we talk about building a foundation for your financial house, you have to pay close attention to debt and how it’s being managed. If you have holes in your foundation in the form of debt payments and high interest rates, let’s plug those before we start building the rest of the house.

Why did the woman go outdoors with her purse open? Because she expected some change in the weather.

When we hear this one, it makes us think about someone who just goes outside and hopes something good is going to happen. That’s like not being active with your financial planning decisions and just hoping things take care of themselves. Don’t procrastinate with those important actions that you need to take care of now. Get your plan in place to address your needs so that you don’t have to be nervous in the future or just hopeful they’ll get solved for you.

Those are the three jokes we spend time on during this podcast but let’s share a couple more for fun.

Why are Irish bankers so successful? Because their capital is always Dublin.

And one more for good measure.

Did you hear that laughing too loudly is illegal in Hawaii? They only permit A-lo-ha.

The point we’re trying to make today is that we can have financial conversations without being miserable. We don’t want your experience to be unpleasant when you work with a financial advisor. So if that’s what’s been holding you up, reach out and let’s start your complimentary Money Map review.

Here are some of the things we discuss in this episode:

1:01 – Joke #1: Where does 007 invest his money?

2:29 – Joke #2: What did the duck say after going shopping?

7:14 – Joke #3: Why did the woman go outdoors with her purse open?

9:10 – Joke #4: Why are Irish bankers so successful?

12:12 – On the case with Heath: Pensions

16:27 – How high on the list is long-term care on retirement issues?

20:13 – Mailbag question about taking care of parents financially

Information presented here 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.

Resources by Topic

Subscribe to Our YouTube Channel

Share

Related Resources

  • Podcast Episode 438: What 59% of Retirees Wish They’d Known About Taxes

    Prefer to watch? Click here to watch and listen on YouTube. According to a recent Nationwide Retirement Institute survey, 59% of retirees regret not preparing for taxes. More specifically, how …
  • Should I Use AI for Investing Advice?

    Artificial intelligence (AI) has become ingrained in many aspects of our lives, including our financial lives. About two-thirds of Americans are already turning to generative AI for financial advi…
  • Podcast Episode 437: Can I Trust AI for Financial Advice?

    Prefer to watch? Click here to watch and listen on YouTube. Artificial intelligence (AI) has become a powerful, everyday tool, but should you trust it with your financial future? A recent study…
  • Podcast Episode 436: How Has Retirement Changed in the Past 10 Years?

    Prefer to watch? Click here to watch and listen on YouTube. How has retirement changed over the last decade, and why does it matter now? If you’re planning for retirement the same way people di…
  • Podcast Episode 435: 6 Steps to Financial Fitness in 2026

    Prefer to watch? Click here to watch and listen on YouTube. Every January, getting in shape tops the list of the most common New Year’s resolutions. But what about improving your financial fitn…
  • Podcast Episode 434: I’m 59½, What Should I Do with My 401(k)?

    Prefer to watch? Click here to watch and listen. If you’re approaching age 59½, you’ve hit an important financial milestone. New options are now available, and you may not realize just how many…
  • What Financial Resolutions Should I Make This Year?

    What financial resolutions will you ring in the new year with? According to Vanguard’s new consumer survey, most Americans feel confident in achieving their 2026 financial resolutions. While that’…
  • What Important Financial Wisdom Have You Learned?

    Your behavior around money can either be your greatest obstacle or your greatest strength. Often, an investor’s behavior is the biggest impediment to their success. With over 30 years of experi…
  • Podcast Episode 433: 5 Must-Know Social Security Rules Before You File

    Prefer to watch? Click here to watch and listen on YouTube. Timing your Social Security retirement benefits isn’t simply choosing an age and calling it a day. This is one of the biggest financi…
  • Podcast Episode 432: 10+ Retirement Bucket List Ideas

    Prefer to watch? Click here to watch and listen on YouTube. Retirement is ultimately about finding purpose and community. Yet many retirees discover that even with enough savings, it can be dif…
    Back to top
    • Laura H.
      Laura H. is a client of Johnson Brunetti and received no compensation for their statement.

      “Your corporate values and mission have stayed constant which we’d say is the primary reason we are so satisfied. We believe that mission should never change.”

      Testimonials received in response to Johnson Brunetti survey conducted in 2024.  Please click here for a description of the survey and the overall results. 

    • John L.
      John L. is a client of Johnson Brunetti and received no compensation for his statement.

      “We are extremely please with J&B. Referring back to our one word, Family, we trust your firm, advisors, and services as we would a member of the Family. Thank you for everything!”

      Testimonials received in response to Johnson Brunetti survey conducted in 2024.  Please click here for a description of the survey and the overall results. 

    • Joe D.
      Joe D. is a client of Johnson Brunetti and received no compensation for his statement.

      “Your model is working well, continue to keep your focus on your clients. The podcasts are an effective way of communicating information and real life stories. Your business is supporting your clients’ many different real life stories.”

      Testimonials received in response to Johnson Brunetti survey conducted in 2024.  Please click here for a description of the survey and the overall results. 

    • Jackie L.
      Jackie L. is a client of Johnson Brunetti and received no compensation for her statement.

      “I love how everyone in the company makes us feel. Like we are one big happy family. I wouldn’t change anything! “

      Testimonials received in response to Johnson Brunetti survey conducted in 2024.  Please click here for a description of the survey and the overall results.

    • Christine Q.
      Christine Q. is a client of Johnson Brunetti and received no compensation for her statement.

      “Your services are exemplary and greatly appreciated by my husband and myself to live out our retirement years feeling safe and secure. Thank you!”

      Testimonials received in response to Johnson Brunetti survey conducted in 2024.  Please click here for a description of the survey and the overall results. 

    • Barbara S.
      Barbara S. is a client of Johnson Brunetti and received no compensation for her statement.

      “We are very happy with Johnson Brunetti. It has really taken a load off our shoulders. Thank you.”

      Testimonials received in response to Johnson Brunetti survey conducted in 2024.  Please click here for a description of the survey and the overall results. 

      Our Locations
      Johnson Brunetti
      Welcome to Our New Website!
      Everything was designed with you in mind, making our retirement planning resources more easily accessible to you.
      Check out your new resource center, where everything can be organized by article type or topic
      Are you ready to speak with a financial advisor?
      Skip to content