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This Episode’s Set List:
We’re answering some listener questions today as we open the mailbag and cover a few scenarios that require some financial decision making.
Among the topics we’ll get J’Neanne’s thoughts and perspective on include:
- Tax considerations for gifts made to family.
- Getting past overthinking every financial decision that you need to make.
- What to do with money when you realize you’ll have more than you’re going to need in retirement.
This should be an informative episode covering a wide range of financial planning conversations that we have with people all the time. If you have something you’d like to as J’Neanne, drop a comment below.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:25 – Question 1
7:11 – Question 2
10:47 – Question 3
Check out the article we referenced:
https://finance.yahoo.com/news/working-longer-won-t-solve-174400601.html
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Schedule your analysis: https://theuswealthadvisors.com/schedule/
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