Johnson Brunetti Money Wisdom

Every Fourth of July, we celebrate the courage it took to declare independence — to stop accepting the status quo and choose something better. For retirees and pre-retirees with serious wealth, financial independence deserves the same declaration. Not just freedom from work, but freedom from guesswork, panic, and reactive decisions. In this special July 4th episode, Mark Elliott and Eric Hogarth f...

Remember when you were working, and you could count on a regular paycheck hitting your bank account every month? For many retirees, that predictable income is replaced by constantly checking portfolio values and worrying about market fluctuations. But retirement doesn't have to feel like a financial rollercoaster. Eric Hogarth and Mark Elliott discuss why having dependable income sources are so im...

Deciding when to retire involves more than just hitting a certain age or savings number. It's a complex decision with financial, emotional, and social dimensions. This week, Heath Grossman joins Mark Elliott to help you find answers to the most important question: “Am I truly ready to retire?”

It’s time to face a few hard financial truths head-on. Social Security is not stretching as far as it used to, future benefits may face pressure, withdrawal strategies are getting tighter, and healthcare can take a much bigger bite out of savings than you may expect. In this episode, radio host Mark Elliott and Financial Planner co-host Heath Grossman explain what these challenges mean and, more i...

Financial Advisor Eric Hogarth and Co-Host Mark Elliott discuss an eye-opening look at why retirees are blindsided by higher taxes, and discover the strategic 'three-bucket' plan that can save you tens of thousands over your lifetime. Don’t just file your taxes—plan them!

Retirement now feels more expensive than ever, and the latest numbers prove it. Americans say they need $1.46 million to retire comfortably, while nearly half worry they could outlive their savings altogether. In this episode, Mark Elliott and Eric Hogarth break down what this rising “magic number” really means, why so many people feel behind, and how a well written plan can help turn a stressful...

On this weekend’s program, Mark Elliott and Eric Hogarth will explore practical frameworks for closing the gap between your guaranteed income and monthly needs, funding those big retirement dreams, and making your savings go further with smart tax and fee strategies. Whether you’re worried about outliving your money or just want permission to enjoy what you’ve built, you’ll learn how to create a r...

Global conflicts are casting a long shadow over the U.S. economy, and the Federal Reserve is officially sounding the alarm. With energy shocks and persistent inflation, businesses across the country are facing heightened uncertainty. But while the corporate world adopts a "wait-and-see" approach, retirees can’t afford to stand still. In this episode, host Mark Elliott and Financial Advisor Eric Ho...

On today’s episode, Eric Hogarth and Mark Elliott dive into the essentials of 401k plans and share practical strategies to help you make sure your retirement savings last as long as you do. Whether you’re just starting out or nearing retirement, tune in as our experts break down tips for maximizing your 401k, avoiding common pitfalls, and planning wisely so you can enjoy financial security in your...

In this episode, Eric Hogarth and Mark Elliott dive into some of the most common money habits holding Americans back from reaching their financial goals. With only 36 percent of Americans having a written financial plan, many are “winging it” when it comes to spending and saving. The discussion covers practical ways to break habits like living without a budget, neglecting your emergency fund, carr...

Join Financial Advisor Eric Hogarth and co-host Mark Elliott on this eye-opening “best-of” episode about legacy planning—because protecting your loved ones isn’t just for the wealthy; it’s for everyone. Discover how a clear estate plan can prevent costly mistakes, minimize emotional stress, and ensure your wishes are honored.

With rising tensions and ongoing global conflicts making headlines, many are wondering what this uncertainty could mean for their finances – especially retirees living on their life savings. In this episode, Eric Hogarth and Mark Elliott discuss the realities of investing during times of conflict and strategies to help keep your money preserved through the chaos.

This episode Eric Hogarth and Mark Elliott will explore the surprising gaps in Americans’ retirement and financial literacy, focusing on findings from The American College of Financial Services.

Deciding when to retire involves more than just hitting a certain age or savings number. It's a complex decision with financial, emotional, and social dimensions. This week, Jake Doser joins Mark Elliott to help you find answers to the most important question: “Am I truly ready to retire?”

Retirement planning goes well beyond collecting financial tools—it's about having a blueprint built for confidence, security, and adaptability. In this episode, we break down the critical differences between simply owning investment products (like 401(k)s and IRAs) and having a true retirement plan designed to last through market shifts, inflation, and changing tax laws. Eric Hogarth and Mark Elli...

What could the stock market do in 2026? While many Americans remain concerned about the economy, most analysts are forecasting a positive year for the markets. This week, Jake Doser joins Mark Elliott to break down some of the top factors when it comes to investing in 2026, from the role of AI to the importance of diversification.

On this episode, we dive into the essentials of estate and legacy planning, breaking down why it’s important for everyone—regardless of wealth or background.

What could the stock market do in 2026? While many Americans remain concerned about the economy, most analysts are forecasting a positive year for the markets. This week, Jake Doser joins [HOST NAME] to break down some of the top factors when it comes to investing in 2026, from the role of AI to the importance of diversification.

“Do you think you’d make the grade when it comes to financial literacy? Most Americans between the ages of 50 and 75 scored low marks when it comes to a retirement income literacy quiz, according to The American College of Financial Services. Jake Doser and Mark Elliott what goes into America’s Financial Literacy Score and some areas we could improve upon”

Do you think you’d make the grade when it comes to financial literacy? Most Americans between the ages of 50 and 75 scored low marks when it comes to a retirement income literacy quiz, according to The American College of Financial Services. Jake Doser and Mark Elliott discuss what are the things we should consider in order to improve our financial literacy.

With 2026 finally here, new changes to retirement accounts, Social Security, and Medicare are taking effect. This week, Eric Hogarth joins Mark Elliott for the 2026 Retirement Forecast, breaking down the key updates you need to know and what they mean for your financial future.