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Money Wisdom Question Series

Commonly asked retirement questions – answered in 5 minutes or less

DEEP DIVES

Our team discusses retirement strategies on The Money Wisdom Podcast – every week

PODCAST

Joel Johnson, CFP® explores key retirement concepts in depth

Money Wisdom Question Series

Each week, JB advisors break down commonly asked questions in bite-size,
easily understandable video segments. Submit yours and it might get answered!

What Tax Moves Should I Consider Before the End of the Year?

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What’s the Best Way to Leave an Inheritance?

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What Are the Best Types of Accounts for Investing?

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I’m Turning 65, Why Do I Need to Stop My HSA Contributions?

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How Can I Enjoy My Retirement Savings Without Fear of Overspending?

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Do I Need Life Insurance in Retirement?

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Have a retirement question of your own?

Schedule a free 15min call with an advisor.

Deep Dives

Joel examines and breaks down key retirement concepts in depth to empower you to retire with confidence.

The Difference Between a Portfolio and a Retirement Plan

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The 3-Bucket Strategy for Retirement

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Can I Retire Early?

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Magic Retirement Number

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Financial Planning & Holiday Traditions

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Long-Term Care Awareness Month

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Want Personalized Answers?
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Money Wisdom Podcast

Do you prefer to watch our podcast? Choose an episode below:

Podcast Episode 472: 3 Year-End Charitable Giving Strategies

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Podcast Episode 471: What Is Your Social Security Break-Even Point?

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Podcast Episode 470: Retiring at 65? You May Need $185,500 for Healthcare Costs

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Podcast Episode 469: Are Annuities a Good Investment?

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Podcast Episode 468: Are You Prepared for the Great Wealth Transfer?

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Podcast Episode 467: 7 Milestone Ages for Retirement Planning

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You’ve Learned the Strategies. Now Discuss Yours.

Every retirement plan is unique. Schedule a free 15-minute call to get answers to your retirement questions.

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    Testimonials received in response to Johnson Brunetti survey conducted in 2024 and in 2026.  Please click each respective year for a description of the respective survey and a summary of the survey results.

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    Testimonials received in response to Johnson Brunetti survey conducted in 2024 and in 2026.  Please click each respective year for a description of the respective survey and a summary of the survey results.

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    • Annette L.

      “Your services are excellent!”

      Testimonials received in response to Johnson Brunetti survey conducted in 2024 and in 2026.  Please click each respective year for a description of the respective survey and a summary of the survey results.

    • Donald & Donna K.

      “It’s been one of the best things my wife and I have ever done. The clarity, support, and professionalism have made a real difference for us.”

      Testimonials received in response to Johnson Brunetti survey conducted in 2024 and in 2026.  Please click each respective year for a description of the respective survey and a summary of the survey results.

    • John & Laura U.

      “We have had nothing but a positive experience.”

      Testimonials received in response to Johnson Brunetti survey conducted in 2024 and in 2026.  Please click each respective year for a description of the respective survey and a summary of the survey results.

    • Richard S.

      “We have been extremely happy with our advisor and the services offered. We previously had accounts with another advisor. We had no issues, but chose to consolidate everything with Johnson Brunetti. We made a great decision with that.”

      Testimonials received in response to Johnson Brunetti survey conducted in 2024 and in 2026.  Please click each respective year for a description of the respective survey and a summary of the survey results.

    • Joe D.

      “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 and in 2026.  Please click each respective year for a description of the respective survey and a summary of the survey results.

    • Jackie L.

      “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 and in 2026.  Please click each respective year for a description of the respective survey and a summary of the survey results.

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