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How Bonds Work: What Retirees Need to Know

By |2022-10-27T17:21:34+00:00October 27, 2022|Podcast, Uncategorized|

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.

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Ep 8: How Do We Create Predictable Income?

By |2022-10-27T13:23:48+00:00May 7, 2020|Her Wealth Matters Podcast|

We’re living in a unique period of time where uncertainty seems to be the driving force across many sectors. The health crisis has forced us all to make changes to our daily lives and our finances, and that has a lot of people thinking about ways to generate predictable income. Let’s explore this idea by looking at ways this is done but identifying reasons why this might not always benefit you.

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Ep 7: Social Distancing for Your Money

By |2022-10-27T13:23:51+00:00April 16, 2020|Her Wealth Matters Podcast|

We’re all doing our best to take the social distancing guidelines to heart by changing the way we’re living right now, but let’s take a break from the seriousness of it all with a lighter discussion on separation. What would that look like if social distancing was applied to your financial planning?

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Ep 6: Market Crash Hall of Fame

By |2022-10-27T13:23:55+00:00April 2, 2020|Her Wealth Matters Podcast|

We closed out the month of March with an unprecedented month in the stock market as the coronavirus caused fear and uncertainty throughout the country. To get a little perspective on what we’re witnessing, let’s take a look back through history at the worst market crashes of all-time.

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Ep 5: What’s Your Level of Desire to Retire?

By |2022-10-27T13:23:59+00:00March 19, 2020|Her Wealth Matters Podcast|

Retirement comes in many different forms and we all create our own vision of the day we make that exciting transition. Maybe you’re someone that plans to work as long as you can or you the person that’s ready to retire as soon as possible. We all have a different level of desire when it comes to retirement, and today we’ll span the spectrum with J’Neanne Theus.

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Ep 4: How Bias Affects Your Investing Decisions

By |2022-10-27T13:24:02+00:00March 5, 2020|Her Wealth Matters Podcast|

Many different types of bias can play a role in the decisions an investor makes and most of the time it results in a negative outcome. Let’s highlight six of the biases that we see clients use for their financial decisions and explain how they affect your portfolio.

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Ep 3: How Emotions Impact Financial Decision-Making

By |2022-10-27T13:24:05+00:00February 20, 2020|Her Wealth Matters Podcast|

A lot of people like to think they’re making decisions based on logic and facts, but the truth is emotions typically play a role in our decision-making process. As you can imagine, we have many strong feelings when it comes to our money and that can become a problem for your retirement plan.

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Ep 1: Welcome To The New “Her Wealth Matters” Podcast

By |2022-10-27T13:24:13+00:00February 10, 2020|Her Wealth Matters Podcast|

The focus of our podcast has shifted and today we’re going to tell you why by giving you the background behind the decision, why we feel this new objective is so important, and the goals for the show. Plus, we’ll learn more about J’Neanne’s career and how she got into this career after her time in the military.

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Top 5 Misunderstandings About Social Security

By |2022-10-27T13:25:06+00:00November 22, 2019|Podcast|

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?

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