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.
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.
Most people think their advisors pick investments, but that's only a small part of the job. In reality, financial advising is problem solving.
We explore a Wall Street Journal article connecting the dots between steak dinners and annuity sales. J'Neanne explains and offers a different strategy.
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.
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.
J'Neanne helps us unpack recent headlines on gold, unemployment, and the national debt. We'll learn whether the news will affect your finances.
Discover whether you're too old to work. A recent Forbes article examines the debate of aging in the workplace. J'Neanne explains.
Jargon can get confusing. We'll explore some tricky financial terms you should know, and we'll help you to better understand them.
Fuzzy financial math preys upon investors (and quite frankly, advisors) when it comes to retirement planning. Find out whether you're a victim.
A successful retirement takes well-developed goals, determination, and a trusted advisor. Do you have what it takes? Learn what generates success.
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.
Financial demographics and statistics are confusing, but they provide insight into financial planning. Find out what the data says about retirement today.
When planning for retirement, there are certain things you can't control. Account for those unforeseen elements by planning for what you can control.
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.
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.
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.
No matter how old your kids get, there’s a good chance they’ll still play some sort of role in your financial plan. Let’s talk about some of the common scenarios we see where children somehow come into play during the retirement planning process.
They say these days that there’s a holiday of every day of the year. It’s kind of true. In fact, the month of April, for example, is home to Bowel Cancer Awareness Month, Fresh Florida Tomato Month, Fresh Celery Month, Multiple Birth Awareness Month and National Soft Pretzel Month (sorry hard pretzels, you guys have to wait until the overall National Pretzel Month in October). What does all this have to with finances? Well, April is also National Distracted Driving Awareness Month, which gave us the idea to discuss some of things that distract us financially. And since every single other thing in existence gets a holiday, we’ll make up our own to discuss on this week’s podcast. It’s National Distracted Investor Awareness Month. We’ll reveal the distractions that often peel our attention away from being good investors and savers and give you tips on how to stay on track.
If you’re married, then this will come as no surprise. It takes two to complete a successful retirement plan. On this podcast, we’ll look at how husbands and wives have different financial goals and how that creates conflict. We’ll, of course, also explore how to resolve that conflict to establish a solid financial plan.