On Tap

The focus of our podcast has shifted and today we’re going to tell you why by giving you the background behind the decision, why we feel this new objective is so important, and the goals for the show. Plus, we’ll learn more about J’Neanne’s career and how she got into this career after her time in the military.

What Matters

You might have noticed a new name and logo on the podcast. After more than 80 episodes of Your Financial Mission, we’ve decided to transition the show into a specific aspect of financial planning.

Today we want to introduce you to the Her Wealth Matters podcast.

Walter and J’Neanne want to spend this first episode giving you the background on the change and why it’s important to us. Women don’t always have an active position in many of the planning and investing decisions in a relationship despite making a vast majority of the purchases. And many times that’s the way women prefer it.

But it’s important to understand the planning process and to be a participant in your retirement path. That’s why we’ll dedicate this show on spotlighting that fact and helping everyone understand how to be partners in this plan. Which is also why this show isn’t just for women. We hope to provide value to everyone during this new journey.

After we spend time discussing the new show and its goals, we’ll talk to J’Neanne a bit more about her background and her family. Let’s find out why she got into financial planning after her time in the military and why this career means so much to her.

Thanks for checking out the first episode. We hope you’ll hit subscribe and join us for the next show.

The Plan

Listen to the full episode or click on the timestamps below to hear a specific segment.

[1:30] – Welcome to the new show!

[2:30] – Why did the show name change and what’s the meaning behind the new name?

[3:10] – J’Neanne’s grandparents had a big influence on her.

[4:42] – Our business and show not just about investing but every decision that goes into retirement planning.

[6:54] – Who is the ideal listener for this show? Is it just women?

[8:29] – Women aren’t prepared well enough for retirement and that’s what we want to focus on.

[10:49] – We will also talk about how you can be more of a partner in a relationship.

[11:42] – Along the lines of relationships, women can end up in a difficult situation following divorce or death of a spouse.

[13:45] – How did J’Neanne get into the financial planning business?

[17:28] – A lot of J’Neanne’s family has military and service experience.

[19:17] – What do you like most about being in this business?

[20:29] – What does a typical weekend look like for J’Neanne?

Wealth Wisdom

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The Host

J’Neanne TheusContact – Call: (443) 718-6310