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Estate Planning Mistakes You Need to Avoid

By |2022-10-27T13:25:05+00:00January 2, 2020|Podcast|

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.

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Are You Having Awkward Financial Conversations?

By |2022-10-27T13:25:06+00:00November 7, 2019|Podcast|

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?

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The Driving Force Behind Your Retirement Plans

By |2022-10-27T13:25:08+00:00July 18, 2019|Podcast|

Whether in retirement or behind the wheel, it’s good to have a plan and a pulse on what is happening around you. Knowing the rules, the technology, and your motivation all plays a part in the route you take with your retirement planning. In this episode, J’Neanne covers a few different topics happening in the news, such as self-driving cars. Then, she answers three questions from the mailbag, including one from someone with a lack of drive to leave a legacy.

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