Your Financial Mission

Episode #50: Important Financial Terms

Jargon can get confusing. We'll explore some tricky financial terms you should know, and we'll help you to better understand them.

For J'Neanne's Retirement Rescue Toolkit, go to: http://theuswealthadvisors.com/shock/

To read more on J'Neanne's blog, go to: https://theuswealthadvisors.com/2018/09/episode-50-important-financial-terms/

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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.

For J'Neanne's Retirement Rescue Toolkit, go to: http://theuswealthadvisors.com/shock/

To read more on J'Neanne's blog, go to: https://theuswealthadvisors.com/2018/08/episode-49-fuzzy-financial-math/

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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.

For J'Neanne's Retirement Rescue Toolkit, go to: http://theuswealthadvisors.com/shock/

To read more on J'Neanne's blog, go to: https://theuswealthadvisors.com/2018/08/episode-48-successful-retirement/

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Episode #47: Devastating Estate Planning Mistakes

Estate planning mistakes can come back to haunt your surviving family. J'Neanne will cover some of these mistakes and teach you how to avoid them.

For J'Neanne's Retirement Rescue Toolkit, go to: http://theuswealthadvisors.com/shock/

To read more on J'Neanne's blog, go to: http://theuswealthadvisors.com/2018/07/episode-47-estate-planning-mistakes/

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Episode #46: What Financial Demographics Can Tell Us

Statistics can sometimes make your head spin. But sometimes they give us some helpful insight into how others approach financial and retirement planning. Let’s look at some intriguing demographics and see what they tell us about retirement these days.

For J'Neanne's Retirement Rescue Toolkit, go to: http://theuswealthadvisors.com/shock/

To read more on J'Neanne's blog, go to:http://theuswealthadvisors.com/2018/07/episode-46-financial-demographics/

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Episode #45: Things You Can’t Control

In retirement planning, there are many things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things you can’t. J'Neanne will also address recent concerns from Alan Greenspan that the U.S. economy is out of whack, as well as answer Samantha's question about how a financial advisor can help after the death of a spouse.

 

For J'Neanne's Retirement Rescue Toolkit, go to: http://theuswealthadvisors.com/shock/

To read more on J'Neanne's blog, go to: http://theuswealthadvisors.com/2018/06/episode-45-things-you-cant-control/

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Risky, But Popular, Investments

It’s probably common sense when you think about human nature, but some of the riskiest investments are also the most popular. At least the risky ones generate a lot of interest, even if most folks don’t end up actually making an investment. Let’s look at some of these popular and risky investments.

 

Click here for J'Neanne's Retirement Rescue Toolkit.

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The Important Things You Should Know About 401k Rollovers

We often talk about the importance of not leaving a 401k with your old company after you no longer work there. Let’s explore some of the benefits of a 401k rollover, why you might want to move it to an IRA, what the tax implications are and some of the other essential things to consider. We'll also answer Roger's question about handling recent losses in his IRA. And did you know that some students are using their financial aid to invest in Bitcoin? Yikes. We'll see if J'Neanne's head explodes when we address that recent headline on this edition of Your Financial Mission.

 

Click here for J'Neanne's Retirement Rescue Toolkit.

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The Internet Is Not Your Friend

Sure, you can find a billion answers to your financial questions. But, you can also find a billion answers to your financial questions. See what we did there? The internet’s strength is also its weakness in that it can overwhelm you with choices and opinions. We'll talk about that issue on this week's podcast, plus answer Kent's question about whether he should throw is buddy into the pool at the next neighborhood barbeque because of some questionable financial advice he received. And in this crazy world we're in right now of privacy and data issues, we'll ask J'Neanne how she keeps her clients' info safe and what else you can do to keep your information protected in your everyday life.

 

Click here for J'Neanne's Retirement Rescue Toolkit.

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Financial Planning And Future Generations

No matter how old your kids get, there’s a good chance they’ll still play some sort of role in your financial plan. Let’s talk about some of the common scenarios we see where children somehow come into play during the retirement planning process.

 

Click here for J'Neanne's Retirement Rescue Toolkit.

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