Your Financial Mission

Episode #56: Real Advising Is Problem Solving

Most people think their advisors pick investments, but that's only a small part of the job. In reality, financial advising is problem solving.

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/2018/12/episode-56-problem-solving-advising/

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Episode #55: Steak Dinners & Fiduciaries

We explore a Wall Street Journal article connecting the dots between steak dinners and annuity sales. J'Neanne explains and offers a different strategy.

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/2018/11/episode-55-steak-dinners-fiduciaries/

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Episode #54: Hidden Expenses

Hidden expenses are lurking in your retirement plan even if you can't see them. Join us as we uncover five important areas where you'll find hidden costs.

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/2018/11/episode-54-hidden-expenses/

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Episode #53: IRAs And 401(k)s

Strategize the best use for your qualified retirement accounts as we take your questions on IRAs and 401(k)s. Learn about rollovers and IRA consolidation.

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/2018/10/episode-53-iras-401ks/

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Episode #52: Recent Financial Headlines

J'Neanne helps us unpack recent headlines on gold, unemployment, and the national debt. We'll learn whether the news will affect your finances.

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/2018/10/episode-52-recent-financial-headlines/

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Episode #51: Forbes Article Examines Age Debate

An interesting Forbes article recently examined the debate about how old is too old to get a new job these days. We'll break down that idea and discuss how the work landscape changes as you age. We'll also answer a question from Jack about trying to sell his home and rent for a few years before moving to the beach. Is it a wise strategy?

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/forbes-article-examines-age-debate/

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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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