Ep 11: If Only You Had Hindsight
“Knowing what we know now…” is a phrase you hear a lot, especially lately. If you knew ahead of time, what would you do differently? What can we learn from these financial mistakes?
Ep 5: What’s Your Level of Desire to Retire?
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.
Ways That We Sabotage Our Retirement
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
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?
How “Fake News” Impacts Your Financial Choices
The term “fake news” has become synonymous with the political climate of the past few years. But the phenomenon has spread to other parts of our culture as well. What about fake news in the financial space? We’ll look at some recent news headlines to see if they qualify to be labeled as “fake news”.
When Is It “Safe” to Retire?
Are you wondering if it’s “safe” to retire? What kind of factors should you consider beforehand? In looking at your lifestyle and preparing you for some of the unknowns, J’Neanne gives some pointers on how to know when you’re ready to retire. She then talks tax reform as we put Tax Day 2019 behind us.
6 Things Wasting Away In Your Financial Junk Drawer
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.
Understanding Your Social Security Taxation
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.
Episode #49: Don’t Fall Victim To Fuzzy Financial Math
Fuzzy financial math preys upon investors (and quite frankly, advisors) when it comes to retirement planning. Find out whether you're a victim.
Episode #48: Elements Of A Successful Retirement
A successful retirement takes well-developed goals, determination, and a trusted advisor. Do you have what it takes? Learn what generates success.
