Your Financial Mission Podcast 2018-06-27T15:26:00+00:00

Episode #59: 50 Shades Of Gray Area

When it comes to making financial decisions, your choices aren't always black and white. In fact, there's usually a lot of gray area. J'Neanne explains.

Episode #58: Risk Tolerance

Risk tolerance is a buzzword you've probably heard, but it's important to understand what it means to you. Discover your level of risk tolerance.

Episode #54: Hidden Expenses

Hidden expenses are lurking in your retirement plan even if you can't see them. Join us as we uncover important areas where you'll find hidden costs.

Episode #53: IRAs And 401(k)s

Strategize the best use for your qualified retirement accounts as we take your questions on IRAs and 401(k)s. Learn about rollovers and IRA consolidation.

Episode #44: Risky, But Popular, Investments

It’s probably common sense when you think about human nature, but some of the riskiest investments are also the most popular. At least the risky ones generate a lot of interest, even if most folks don’t end up actually making an investment. Let’s look at some of these popular and risky investments.

Episode #43: The Important Things You Should Know About 401k Rollovers

We often talk about the importance of not leaving a 401k with your old company after you no longer work there. Let’s explore some of the benefits of a 401k rollover, why you might want to move it to an IRA, what the tax implications are and some of the other essential things to consider. We’ll also answer Roger’s question about handling recent losses in his IRA. And did you know that some students are using their financial aid to invest in Bitcoin? Yikes. We’ll see if J’Neanne’s head explodes when we address that recent headline on this edition of Your Financial Mission.

Episode #42: The Internet Is Not Your Friend

Sure, you can find a billion answers to your financial questions. But, you can also find a billion answers to your financial questions. See what we did there? The internet’s strength is also its weakness in that it can overwhelm you with choices and opinions. We’ll talk about that issue on this week’s podcast, plus answer Kent’s question about whether he should throw is buddy into the pool at the next neighborhood barbeque because of some questionable financial advice he received. And in this crazy world we’re in right now of privacy and data issues, we’ll ask J’Neanne how she keeps her clients’ info safe and what else you can do to keep your information protected in your everyday life.

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