In today's episode, host Jeff Bernier, CFP®, ChFC, CFS welcomes special guest Bruce Johnsen, a former US Navy line officer, Vietnam veteran, and current management consultant to share his inspiring journey from the Navy to consultancy. Bruce reflects on his early days in the Navy and struggles he faced when retiring at the early age of 45. Bruce shares some interesting stories from many years of international work and goes on to offer the life lessons he has learned so far at 85 years young. Jeff and Bruce delve into an insightful discussion on Mitch Anthony's concept "work" and how the role and reason for work evolves through one's lifetime.
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Special Needs Planning: Navigating the public benefits maze with special guests Nadler Biernath LLC
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How to become more empowered and rational as an investor--with special guest Dr. Daniel Crosby
Why Do You Need An Investment Philosophy?
Purpose-Driven Burnout: Who Needs a Day Off When You‘re Not Really Working?
Evidence-Based Investing: What Is It?
3 Top Questions from Investors Answered
What You Need to Know About Recent Tax Changes and How Tax Planning Can Impact Your Financial Plan
A Hero's Journey: Do you have what it takes to RETIRE?
How to Create Meaning in Retirement
Ever wonder what is discussed in Investment Committee meetings?
Have you found yourself overwhelmed with the idea of GOALS?
Which common myths surrounding Medicaid are untrue
What Does a Mortgage Loan Officer Think About Debt and if Now is a Good Time to Refinance
Why Politics and Investing Don't Mix
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