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Money Wisdom

Joel Johnson

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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401(k) account, IRA, or an underperforming asset, Joel Johnson can ...
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Listen to Johnson Brunetti Money Wisdom with Joel Johnson, Connecticut’s highly acclaimed retirement and investment specialist, and Certified Financial Planner®. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperf ...
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Mind Your Own Karma–The Adoption Chronicles Podcast educates listeners on the realities of adoption through the stories of adoptees, birth parents, and adoptive parents. We delve into their journeys, exploring identity, the emotional impacts of adoption, and the complexities that are involved when a child is removed from their biology. We also tackle tough topics like transracial adoption and adoption ethics, featuring experts and advocates. By sharing these diverse perspectives we hope to n ...
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The one constant in financial planning is change, especially when it comes to tax laws. The government is always adjusting tax laws and they’ve recently made some changes to the rules around retirement accounts. For people that have been saving for retirement, it’s important know how these changes will affect you and your family. In this episode of…
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Shelly is a private domestic adoptee, born 2 years post Baby Scoop Era in North Carolina. She was raised a minister's daughter, along with her younger sister that her adoptive parents conceived. She was forced to become a birthmother at 17. She has 5 children, and her oldest daughter is adopted due to illegal rehomings. Trying to find answers for h…
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Nearly everyone we talk to wants to know when is the ideal time to take Social Security, and that’s a natural question because they’ve been paying into it for a very long time. Clients not only want to start getting that money out but want to do it in the most efficient way so they can maximize their benefit. Making the decision about when to start…
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Shelly is a private domestic adoptee. Born 2 years post Baby Scoop Era in North Carolina. She was raised a minister's daughter, along with her younger sister that her adoptive parents conceived. She was forced to become a birthmother at 17. She has 5 children, and her oldest daughter is adopted due to illegal rehomings. Trying to find answers for h…
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Most of the content we focus on for the podcast is stuff that can benefit people anytime they listen, but this week we want to focus more on the present and the pressing financial topics that everyone is thinking about. To help you better understand what is worth paying attention over the next four to six months, Nicholas Colantuono, CFP® joined th…
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Lori Evans Ermi (she/her) wears a lot of hats! Lori is an adoptee, adopter, daughter, step-daughter, step-sister, half-sister, step-mother, single mom, entrepreneur, and former corporate executive now Professional Certified Coach and leadership consultant. Professionally, Lori has over 30 years’ experience incorporate leadership and organizational …
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One of the benefits of working with an experienced financial advisor is being able to lean on their years of working with retirees to help you avoid the same mistakes that many other people have made. We shared five of the most common planning missteps on our latest episode of Money Wisdom with Nicholas J. Colantuono, CFP®. Here’s some of what we d…
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In her highly anticipated debut feature documentary, titled "Because She's Adopted," Kristal Parke delves deep into her own life story while also weaving together the narratives of other adoptees from diverse backgrounds. Adoptee Kristal Parke is a talented Cree filmmaker, producer, podcaster whose personal journey has driven her to explore themes …
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Hopefully all business owners enjoy the day when they can cash out on their hard work and spend time however they choose. If you’re fortunate enough to be in the position to sell your business for a nice lump sum, let’s make sure that money turns into sustainable income for your retirement. In the latest episode of the Money Wisdom podcast, Jake Do…
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Rebecca's career in education started on the ocean, sailing around the world on a traditionally rigged tall ship. Through this two-year global circumnavigation Rebecca trained for a US Coast Guard captain's license and went on to work in non-profit outdoor education, teaching kids to sail on the Charles River in Boston and later on the Puget Sound …
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Most people are focused on their family when it comes to planning, and there are some primary issues that need to be addressed ahead of time. In the latest episode of the Money Wisdom podcast, Jake Doser, CFP®, CPWA® joins the show to tackle critical issues head-on. This episode offers a wealth of knowledge on managing finances in challenging times…
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Ashley is an adoptee, birth mother, and an adoptive parent.After going through foster care and being adopted by a Baptist family at the age of 4, she saw a lot of trauma in many forms. She was surrounded by adoptees and always knew adoption was special, so when she found out she was pregnant, she knew that adoption was the only answer. While there …
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It might seem a bit counterintuitive to hear reasons why you shouldn’t be putting money into your 401k, but there are times when it makes more sense to allocate that money elsewhere. In our latest episode of the Money Wisdom podcast, Jake Doser, CFP®, CPWA® will explore scenarios where a 401K might not be the optimal choice. Here’s some of what we …
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Tim Perdion was born Thomas Griffin Demchak on March 1,1969. Placed in the care of an adoption agency shortly after birth, he was adopted by his loving parents on April 28, 1969. Despite growing up in a seemingly perfect adoptive family, Tim wrestled with deep-seated feelings of anger, depression, and anxiety—a struggle that persisted into adulthoo…
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We’ve seen some turbulence in the market recently and that’s a time when fear begins to drive some investor decisions. It’s natural to let emotions creep in, but proper planning should help you maintain the right perspective on your investments. Even with the right planning, we’ll still hear from some clients who have questions or concerns. In our …
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Candace Cahill is a first mother, late discovery step-adoptee, and the author of Goodbye Again, a memoir detailing her experience of losing her son twice.Candace is a modern-day Renaissance Woman and works seasonally as an Interpretive Park Ranger in Denali National Park & Preserve. Connect with Candace: Website: ⁠https://candacecahill.com/⁠ Book “…
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When you think about the bad habits that could negatively impact your finances, things like credit card debt and overspending your budget come to mind. Those are obvious ones, but we want to shine a spotlight on some of the most common financial bad habits that many people unknowingly practice. These habits, while seemingly minor, can have a signif…
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Stephen was born to a single mother at The Willows Maternity Sanitarium in Kansas City, Missouri in 1949. Kansas City was the hub of adoption in America for over four decades, and some 30,000 babies were born here over those decades. Stephen was later adopted by his parents six months later in Iowa. He always knew of his adoption but at age 13, he …
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It’s a gold medal edition of the podcast this week as we take a unique approach to financial planning by drawing parallels with the Summer Olympics. Nick Colantuono, CFP® joins the show to share insights that can help you navigate your financial journey with the precision and skill of an Olympic athlete. Here’s some of what we discuss in this episo…
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Brad is a Gen-X adoptee from the baby scoop era who grew up in New Jersey in the '70s and '80s. His adopters were wealthy, and his experience as a young child was great. However, he went on to experience many negative life events as a result of unresolved maternal separation trauma, and it wasn’t until 10 years ago that he connected the dots and st…
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We’ve all had an idea that we acted on without giving it much thought. That’s fine when you’re choosing dinner or picking out new socks, but it’s not the best approach to managing your finances. In the latest episode of the Money Wisdom podcast, Matt Pastor, RICP® tackles the topic of "half-baked" financial ideas. These are the types of decisions t…
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Elizabeth is both a reunited adoptee and an adoptive mother. Since 2000, Elizabeth Barbour has coached thousands of women to find their way back to solid ground when life gets chaotic and overwhelming. Elizabeth intimately understands the twists and turns of life’s transitions, having weathered the pain of divorce, the deaths of her parents, emotio…
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Inherited IRAs can be a financial lifeline, but they come with their own set of complexities, especially with the rule changes introduced in 2020. If you've recently inherited an IRA or are planning for the future, understanding these changes and how to manage your inheritance effectively is crucial. In our latest episode of Money Wisdom, we sat do…
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Ken DeStefano is an attorney living in New York, who is also a domestic adoptee that was born in the late 1960s. He was raised in a caring and loving home. As an adoptee, he has had a largely happy life, but always wondered about the unknown. That curiosity led to a search for his own birth mother and a reunification with her. His debut novel, I Wi…
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It’s human nature to want to play the comparison game to find out how you stack up, especially when it comes to your finances. All that really matters is that you’re in good shape for the life that you want to create for yourself. But the comparison game is helpful for us to better understand our clients and their needs. In our latest episode of th…
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Welcome Liz DeBetta to the podcast! Dr. Liz DeBetta, creator of Migrating Toward Wholeness© is an adoptee and independent scholar-artist-activist committed to changing systems and helping people navigate trauma through creative processes. She believes that stories are powerful change agents and when we write them and share them we connect and heal.…
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Have you ever dreamed of spending your golden years in a country abroad? The idea is becoming increasingly popular, but it comes with its own set of challenges and considerations. Luckily, we have the one and only Eric Hogarth, CFP®, here with us today to talk about some of the practical steps you’ll need to take to make this exciting idea a realit…
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Rebecca Berg, MS, RDN (she/her/hers) is a Los Angeles-based Registered Dietitian Nutritionist and adoptee who specializes in eating disorders, mental health, and body image! She is passionate about helping adoptees learn how to connect to and care for their bodies. Alongside you, she gently explores food and body coping mechanisms with curiosity an…
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When people compare financial firms, they often focus on getting the best return on their investments. While that's certainly important, what they really need to be paying attention to is the big picture. While many firms focus only on investment management- handling stocks, bonds, and mutual funds- our approach extends to include insurance plannin…
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Jennifer is an adoptee and an Arizona-based Sound Healer originally from Queens, New York, and was born in Croatia. She is now living in reunion with most of her birth family, with the exception of her birthmother that died 3 years ago before they could meet. Jennifer’s background is in social work, and she found sound therapy quite by accident on …
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Are you familiar with the term ‘moving the goalposts’? It happens when people change or adjust their targets after they’ve already been established, which is something that happens all the time with finances. Many people set financial goals or deadlines, only to find themselves shifting those targets, often to their detriment. This episode of the M…
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Michelle Madrid is the author of Let Us Be Greater: AGentle, Guided Path to Healing for Adoptees and host of the Electricity of You Podcast. She is an international adoptee, former foster child in the UK, and an adoptee empowerment life coach who has been recognized as an Angels in Adoption® Honoree by the Congressional Coalition on Adoption Instit…
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Financial planning is intricate and filled with potential pitfalls and mistakes that can have long-lasting impacts on your future. In the latest episode of the Money Wisdom podcast, Matt Pastor, RICP® breaks down the most common ways people make financial mistakes and provides valuable insights on how to avoid them. Here’s some of what we discuss i…
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