Four Core Financial Planning Philosophies

<p class="p1"><span class="s1">Joel and the team have returned back to the office now that the northeast is beginning to open back up, and people are curious how the planning process might be changing.</span> <span class="s1">While some things might be shifting, our four core philosophies will remain entrenched in everything we do.</span></p> <p class="p1"> </p> <p class="p1"><span class="s1"><strong>Read more and get additional financial resources here:</strong> <a href= "https://johnsonbrunetti.com/?p=5378">https://johnsonbrunetti.com/?p=5378</a> </span></p> <p class="p1"> </p> <p class="p1"><strong><span class="s1">Today's show schedule: </span></strong></p> <p class="p1"><span class="s1"><strong>0:34</strong> – Joel and his team back in the office again.</span></p> <p class="p1"><span class="s1"><strong>1:46</strong> – Are people shaking the complacency and ready to get going again?</span></p> <p class="p1"><span class="s1"><strong>2:56</strong> – How is the financial planning conversation different now than it was before?</span></p> <p class="p1"><span class="s1"><strong>5:46</strong> – The four core philosophies we preach</span></p> <p class="p1"><span class="s1"><strong>9:36</strong> – How are these philosophies woven in to conversations with clients?</span></p> <p class="p1"><span class="s1"><strong>14:23</strong> – <em>Mailbag Question #1:</em> I’m thinking about starting my own business but I would have to pull money about $75,000 out of my IRA, which would require paying taxes and penalties. I’m not scared of those penalties but interested to hear your take on it.</span></p> <p class="p1"><span class="s1"><strong>17:09</strong> – Massive wealth is built without diversification.</span></p> <p class="p1"><span class="s1"><strong>19:09</strong> – <em>Mailbag Question #2:</em> My mom passed away and left me about an IRA of about $350,000 in it. What do I need to know about this account and how should I invest it?</span></p> <p class="p1"><span class="s1"><strong>20:44</strong> – <em>Mailbag Question #3:</e