When Is It “Safe” to Retire?
Are you wondering if it’s “safe” to retire? What kind of factors should you consider beforehand? In looking at your lifestyle and preparing you for some of the unknowns, J’Neanne gives some pointers on how to know when you’re ready to retire. She then talks tax reform as we put Tax Day 2019 behind us.
5 Common Pain Points In Your Financial Life
Today we’re tackling five financial pain points you will likely face--if not now, then in the future. Do you know how you plan to address these in your life? Then, we’ll talk about J’Neanne’s thoughts on taxing the rich and saving for college.
6 Things Wasting Away In Your Financial Junk Drawer
Everyone has a junk drawer somewhere full of odds and ends that might get so cluttered you forget what you have. We’ll talk about the six financial things you probably have sitting in a drawer somewhere as well and what you need to do to dust them off and make sure they are put to use. Then, J’Neanne talks about student loans and the ripple effect they have in the financial world.
Understanding Your Social Security Taxation
On this all-mailbag edition of the podcast, learn how your Social Security will be taxed. We'll also explore how cash settlements and inheritances could change your retirement.
Episode #61: When Too Much Information Is Too Much
We have more information at our fingertips than ever before. However, too much information can hinder our financial decision-making abilities. J'Neanne explains.
Episode #60: Unnecessarily Overcomplicated Planning
If you've overcomplicated your retirement plan, then you need to hear this podcast. Discover the dangers of unnecessarily complicating your finances.
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 #57: Strong Beliefs; Weak Foundations
J'Neanne tells us about a time she met with someone who had strong but wrong beliefs on a particular topic in the financial realm.
Episode #56: Real Advising Is Problem Solving
Most people think their advisors pick investments, but that's only a small part of the job. In reality, financial advising is problem solving.
Episode #55: Steak Dinners & Fiduciaries
We explore a Wall Street Journal article connecting the dots between steak dinners and annuity sales. J'Neanne explains and offers a different strategy.
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 #52: Recent Financial Headlines
J'Neanne helps us unpack recent headlines on gold, unemployment, and the national debt. We'll learn whether the news will affect your finances.
Episode #51: Forbes Article Examines Age Debate
Discover whether you're too old to work. A recent Forbes article examines the debate of aging in the workplace. J'Neanne explains.
Episode #50: Important Financial Terms
Jargon can get confusing. We'll explore some tricky financial terms you should know, and we'll help you to better understand them.
Episode #49: Don’t Fall Victim To Fuzzy Financial Math
Fuzzy financial math preys upon investors (and quite frankly, advisors) when it comes to retirement planning. Find out whether you're a victim.
Episode #48: Elements Of A Successful Retirement
A successful retirement takes well-developed goals, determination, and a trusted advisor. Do you have what it takes? Learn what generates success.
Episode #47: Devastating Estate Planning Mistakes
Estate planning mistakes can come back to haunt your surviving family. J'Neanne will cover some of these mistakes and teach you how to avoid them.
Episode #46: What Financial Demographics Can Tell Us
Financial demographics and statistics are confusing, but they provide insight into financial planning. Find out what the data says about retirement today.
