Many people are hesitant to dive into their finances or make any big decisions because there’s often so much information to sift through. When it comes to planning for retirement, we all need help sorting through our options and simplifying our financial plan. That’s exactly what Joel will help you do on this episode.

 

Read more and get additional financial resources: https://johnsonbrunetti.com/podcast-episode-189-simplifying-the-financial-planning-complexities/ 

 

What we discuss on this episode: 

0:42 – Fun Fact of the Week

3:10 – Beauty of Simplicity and How to Make Financial Structure Less Complicated

6:49 – 3 Areas That Overwhelm People

9:27 – Strategies Joel Uses to Bring Simplicity to Clients

11:42 – Explaining How the Money Map Process Assists in This

14:45 – Mailbag Question on mutual fund returns

16:20 – Mailbag Question on getting spouse involved in finances