Financial and retirement guidance from J’Neanne Theus, financial planner at The US Wealth Advisors with offices in Maryland & Ohio. J’Neanne uses her Former Naval Intelligence Experience to provide innovative, volatility-hardened ideas, concepts & strategies to help you accomplish your retirement mission.

Subscribe On Your Favorite Service

Show Notes & More Podcast Resources

How Bonds Work: What Retirees Need to Know

October 27, 2022|Categories: Podcast, Uncategorized|Tags: , , , , , , |

There is a lot of noise in the media about bonds currently. Many are wondering if they should stay in bonds, how safe bonds actually are, and what voices they should listen to for advice. Every situation is different, so you should always speak to an advisor.

Controlling Emotions When Planning for Retirement

October 20, 2022|Categories: Podcast|Tags: , , , , , |

On this episode, we’re going to share stories with you of times when emotions like fear, greed, and pride led someone astray in their financial decisions. We’ll even cover the role positive emotions like hope and joy play in the retirement planning process.

Helping You Find Bias in Financial Media

January 23, 2020|Categories: Podcast|Tags: , , , , , , , , |

We all want to stay informed when it comes to investing but it’s more important to make sure the research you’re doing isn’t actually misleading us. Unfortunately, some of the information out there isn’t completely unbiased. Let’s talk about some of the problems with the financial media.

Estate Planning Mistakes You Need to Avoid

January 2, 2020|Categories: Podcast|Tags: , , , , , , , , , |

Not everyone chooses to leave a financial legacy, but if you’re someone who would, then estate planning is crucial. Make it a part of the conversation when you’re working on retirement, but make sure you avoid these critical mistakes.

The Ins and Outs of Mutual Funds

December 19, 2019|Categories: Podcast|Tags: , , , , , , , |

Mutual funds have long been a popular investment option for people saving for retirement, but is the landscape changing? We’ll take a deep look into mutual funds, explain some key terminology, and discuss whether it’s a good option or not.

Ways That We Sabotage Our Retirement

December 5, 2019|Categories: Podcast|Tags: , , , , , , , , , , |

There are so many parts of your financial life that are out of your control, so why would you sabotage your retirement by failing to handle the things that are within your control? Many people do this but you don’t need to be one of them. Let’s discuss some ways people sabotage their own financial health.

Top 5 Misunderstandings About Social Security

November 22, 2019|Categories: Podcast|Tags: , , , , |

Are you ready to start taking Social Security benefits? Do you feel knowledgeable on what strategies to put in place to make the most of it or are you falling for some of these common misconceptions when it comes to Social Security?

Are You Having Awkward Financial Conversations?

November 7, 2019|Categories: Podcast|Tags: , , , , |

Financial planning is more than just spreadsheets and dollar signs. It includes a lot of tough decisions and emotions that need to be communicated to your loved ones and advisor. Are you avoiding these awkward conversations when it comes to your finances?

What Will the Next Market Crash Look Like?

October 18, 2019|Categories: Podcast|Tags: , , , , , , , , |

We know another downturn in the market is inevitable, but how long will it be until the next ‘crash’ happens? Will it hit us as hard as 2008? We’ll ask J’Neanne to give us her thoughts on the subject and what we can do as investors to prepare ourselves for that day.

Go to Top