What happens after your first meeting with a financial advisor? As we continue our series on the Johnson Brunetti planning process, we’re going to take you inside meeting number two in our retirement planning process, which we like to call the Money Map Retirement Review.

There's ​an ​element ​of ​vulnerability to meeting with an advisor, ​and ​we ​don't ​take ​it ​lightly ​that ​we ​get ​to ​hear ​the ​hopes ​and ​dreams, ​fears ​and ​aspirations ​of ​the ​folks ​we ​sit ​with. ​The goal of this series is ​to ​demystify ​that ​for ​you. ​We ​want ​to ​be ​transparent ​and ​clear during our process by moving one step at a time. ​

After learning your goals and gathering details in the Discovery Meeting, the Money Map Review is where the team presents their findings: a clear, customized, one-page summary of your financial picture. You'll see what’s working, what needs adjustment, and how your assets align with your retirement goals. Find out how we approach this and what you can expect when you sit down with us.

Here’s what we discuss in this episode:

📊 Behind-the-scenes homework and team analysis

💰 How risk and income strategies are evaluated

👥 Questions to ask when deciding who should guide your plan

✅ What comes next in the retirement planning journey

Our website: https://johnsonbrunetti.com/

Phone: 800-208-7233

Contact our team: https://johnsonbrunetti.com/contact-us/

Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form

Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/

Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/

Check us out on YouTube: https://bit.ly/3CcAzai

Over the next few videos, we’re going to take you inside the planning process at Johnson Brunetti because many people are hesitant or intimidated to meet with an advisor. They might fear the pressure of a high-pressure sales pitch or feel unprepared for the questions that may arise. Today we’ll set some expectations by taking you inside the discovery meeting, which is the foundational first step for anyone considering retirement planning with our team.

Jake and Nick will explain how this initial conversation is designed to be pressure-free and personalized, focused entirely on your concerns, goals, and questions. No matter what financial questions you might have, we’re going to walk you through how our team makes the experience approachable and empowering.

Here’s what we discuss in this episode:

☕ What the “Discovery Meeting” is really like (spoiler: no pressure!)

💬 How planners uncover your biggest retirement concerns

📋 What to bring and what questions we’ll help you ask

👨‍👩‍👧‍👦 Why this is a conversation about you—not your account statements

✅ The next steps in building a customized retirement plan

Our website: https://johnsonbrunetti.com/

Phone: 800-208-7233

Contact our team: https://johnsonbrunetti.com/contact-us/

Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form

Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/

Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/

Check us out on YouTube: https://bit.ly/3CcAzai

When it comes to preparing for retirement, most people focus on the obvious goals of saving enough and building an emergency fund. But in this episode of Money Wisdom, Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® explore the deeper, often overlooked financial goals that truly make or break your retirement experience.

It’s not just about hitting a magic number. It’s about assigning purpose to each dollar you’ve saved. Proper planning goes well beyond investments to include things like tax strategies, income planning, healthcare expenses, gifting, legacy planning, and even how you’ll spend your time. If you're wondering what you might be missing as you approach retirement, join us as we answer

Here’s what we discuss in this episode:

🎯 Retirement planning is about purpose, not just savings goals
💡 Unexpected life events can reshape your financial priorities
💬 The right advisor brings clarity beyond the numbers
🏡 Legacy and lifestyle planning are often just as important as investments

Our website: https://johnsonbrunetti.com/

Phone: 800-208-7233

Contact our team: https://johnsonbrunetti.com/contact-us/

Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form

Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/

Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/

Check us out on YouTube: https://bit.ly/3CcAzai