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.
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.
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?
Everyone has a junk drawer somewhere full of odds and ends that might get so cluttered you forget what you have. We’ll talk about the six financial things you probably have sitting in a drawer somewhere as well and what you need to do to dust them off and make sure they are put to use. Then, J’Neanne talks about student loans and the ripple effect they have in the financial world.
On this all-mailbag edition of the podcast, learn how your Social Security will be taxed. We'll also explore how cash settlements and inheritances could change your retirement.
When teaching my Income in Retirement college classes, there is a section on preservation of capital embedded within the investment strategies portion. In my book, preservation from fraud and theft are even more important discussion topics because the methodologies to separate you from your money are many. And they are often aggressive. In my recent reading 'travels', I came across this article about a gentleman who has written an interesting treatise on the subject and so is worth sharing. His findings bear witness to the necessity [...]
If you've overcomplicated your retirement plan, then you need to hear this podcast. Discover the dangers of unnecessarily complicating your finances.
We explore a Wall Street Journal article connecting the dots between steak dinners and annuity sales. J'Neanne explains and offers a different strategy.
Maryland Office:
9175 Guilford Rd., Suite 204A | Columbia MD 21046
Get Directions
Ohio Office:
2247 Woodruff Dr. | Sunbury, OH 43074
Get Directions
(443) 718-6310 | info@TheUSWealthAdvisors.com
All written content on this site is for information purposes only. Opinions expressed herein are solely those of The US Wealth Advisors, and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.
Copyright 2012 – 2021 Theus Wealth Advisors