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The Planning Mindset

Financial planning is more than just investing

A podcast hosted by Jeanine Beratta, JD, MBA

Jeanine Beratta - Host of The Planning Mindset

Welcome to The Planning Mindset

Financial Planning is more than just investing.

Financial planning encompasses more than just investing; it’s about ensuring financial growth to support a comfortable retirement and prevent the risk of depleting funds.

Critical elements of a comprehensive plan include tax savings strategies, estate planning, business succession, dependents’ care, and understanding government benefits like Social Security and Medicare. Additionally, long-term care planning and strategic asset allocation are crucial for making informed distribution decisions during retirement.

While investing plays a key role, it’s part of a broader strategy, which includes The Bucket Strategy® for retirement distributions.

To unpack these complex topics, we’ll engage experts in short serialized episodes, offering a deep dive into each aspect of financial planning.

Don’t miss an episode. You can subscribe to The Planning Mindset on Apple Podcasts or Spotify

The Planning Mindset hosted by Jeanine Beratta, JD, MBA

Important Information

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances.

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be profitable for a client’s or prospective client’s portfolio, thus, investments may result in a loss of principal.

The information provided is based on current laws, which are subject to change at any time. Nexus Financial Group is not affiliated with or endorsed by the Social Security Administration or any government agency. Social Security rules can be complex. For more information about Social Security benefits, visit the SSA website at, or call (800) 772-1213 to speak with an SSA representative.