Podcast2020-03-03T11:22:05-05:00

Welcome To The “Her Wealth Matters” Podcast

Financial and retirement guidance from J’Neanne Theus, financial planner at Her Wealth Matters & Theus Wealth Advisors in the Columbia, MD area. It’s our mission to help you prepare for a prosperous retirement and financial future.

You can also catch Her Wealth Matters on the radio. Tune in Sundays at 3pm in the Baltimore area on 680 WCBM!

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Radio

Don’t miss J’Neanne on the radio. Tune in each Sunday at 3pm on 680 AM WCBM for the Her Wealth Matters radio show.

Episode Show Notes

2812, 2017

Episode #33: The Cryptocurrency Game

It seems like there’s a new company every week getting involved in the bitcoin/cryptocurrency game. Is this phenomenon worth exploring for the average investor?

1412, 2017

Episode #32: Glass Half Full or Half Empty?

There are a lot of changes, trends and issues we’ll face in the coming years in the financial world. How optimistic should you be about each of them? We’ll cover whether you should see the financial landscape as half full or half empty.

712, 2017

Episode #31: Common 401(k) Questions

A lot of Americans have 401(k) accounts. Let’s cover some of the common questions we get from 401(k) owners. You probably have some of these questions on your mind anyway. Oh, and this advice generally applies if you have a 403(b) or similar type of account, too.

911, 2017

Episode #27: Stocks And Tax Code: How They’re Related

In a follow-up to our podcast on putting the tax code proposals in context, we’ll take a deeper look at how the tax code influences the stock market’s outlook. We’ll also ask J’Neanne if the “middle class” gets accurately reflected in the proposed brackets. And if you’re retiring soon, should you put it on hold until the tax situation works itself out?

2610, 2017

Episode #25: Reaping Rewards For Financial Sacrifice

It can be difficult to make financial sacrifices when the reward for doing so might not be seen until several years in the future. Let’s talk about some of the situations where you might be inclined to take the immediate benefit, but you should really consider the delayed benefit.

1910, 2017

Episode #24: Opportunities For Improvement

Sometimes people just need a complete overhaul of their financial plan. Other times it’s just a matter of a few tweaks that make all the difference. Let’s look at some of the easy opportunities for improvement we commonly see in the investing world.

510, 2017

Episode #22: Healthcare’s True Retirement Impact

It seems a lot of people don’t truly grasp the impact that healthcare costs are going to cause on their financial and retirement plans in the future. Let’s analyze why that is and what it looks like to truly plan for healthcare in a financial plan. 

2809, 2017

Episode #21: Required Minimum Distributions

A lot of people aren’t clear on why RMDs exist. Let’s clear up the confusion and talk about the proper ways to handle RMDs and how you should be planning for them.

1509, 2017

Episode #19: Retirement Regrets

The old saying goes, “Smart people learn from their own mistakes. Geniuses learn from the mistakes of others.” Let’s look at some of the regrets we hear from people who wish they’d made different financial decisions, so you can learn from those missteps.

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