You can’t believe everything you hear, right? What statements and concepts in the financial world should you take with a grain of salt? Can you tell what’s marketing and what’s real?
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.
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?
Most of us have very little experience with inheritances. Would you even what steps to take after receiving money or property? Today we’ll identify the mistakes people make when preparing an estate plan, what you should do if you receive an inheritance, and talk about other things you should consider.
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.
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?
In this series, we’ll look at some of the most widely believed financial myths and try to bust them wide open. There are many people that base their decisions on these myths and that’s scary. We want to make sure you aren’t making any mistakes based on misinformation.
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.
Today we’re tackling five financial pain points you will likely face--if not now, then in the future. Do you know how you plan to address these in your life? Then, we’ll talk about J’Neanne’s thoughts on taxing the rich and saving for college.
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.