Rockin’ Retirement with J’Neanne Theus J’Neanne Theus

We’re answering some listener questions today as we open the mailbag and cover a few scenarios that require some financial decision making.
Among the topics we’ll get J’Neanne’s thoughts and perspective on include:
Tax considerations for gifts made to family.
Getting past overthinking every financial decision that you need to make.
What to do with money when you realize you’ll have more than you’re going to need in retirement.
This should be an informative episode covering a wide range of financial planning conversations that we have with people all the time. If you have something you’d like to as J’Neanne, drop a comment below.
 
Here’s some of what we discuss in this episode:
0:00 – Intro
1:25 – Question 1
7:11 – Question 2
10:47 – Question 3
 
Connect with us: https://theuswealthadvisors.com/
 
Get your free toolkit: https://u3ehfk92.pages.infusionsoft.net/
 
Schedule your analysis: https://theuswealthadvisors.com/schedule/
 
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In today’s show, we’re going to be talking about the Gray New Deal and the need for retirement reform. The idea to create job and pension improvements might be a little surprising to some, but the author of Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy makes some really interesting points.
 
Here’s some of what we discuss in this episode:
0:00 – Intro
1:47 – Issues we’re facing
7:08 – Policy changes
9:58 – Social programs
12:00 – Taxes
 
Check out the article we referenced:
https://finance.yahoo.com/news/working-longer-won-t-solve-174400601.html 
 
Connect with us: https://theuswealthadvisors.com/
 
Get your free toolkit: https://u3ehfk92.pages.infusionsoft.net/
 
Schedule your analysis: https://theuswealthadvisors.com/schedule/

In this episode, we’ll talk about how women can gain more confidence with their finances. As more women take a proactive approach to money, we want to help them feel comfortable about what they’re doing. We’ll also talk about debt as well as solutions to help women be better prepared for retirement.  
 
Here’s some of what we discuss in this episode:
0:00 – Intro
1:10 – Debt
7:38 – Lack of financial confidence
 
Connect with us: https://theuswealthadvisors.com/
 
Get your free toolkit: https://u3ehfk92.pages.infusionsoft.net/
 
Schedule your analysis: https://theuswealthadvisors.com/schedule/
 
Want to learn more about financial planning? Subscribe to our YouTube channel and you won't miss a video ➟ https://bit.ly/3XKgOxu

In this episode, we’ll share some eye-opening statistics and actionable advice to empower women in their financial journey and we’ll do it as a two-part conversation. This first show will focus on the challenges facing women as it relates to the pay gap. Plus, what can you do if you get divorced or become widowed and find yourself having to manage all the finances on your own?
 
Here’s some of what we discuss in this episode:
0:00 – Intro
2:46 – Gender pay gap
6:56 – Divorce
12:11 – Widows
 
Connect with us: https://theuswealthadvisors.com/
 
Get your free toolkit: https://u3ehfk92.pages.infusionsoft.net/
 
Schedule your analysis: https://theuswealthadvisors.com/schedule/
 
Want to learn more about financial planning? Subscribe to our YouTube channel and you won't miss a video ➟ https://bit.ly/3XKgOxu

We’ve been getting questions lately from people with a lot of money sitting on the sidelines. They’re waiting to jump back in the stock market when they feel comfortable but timing the market is incredibly difficult. Today J’Neanne will break down why this is the case and explain what you should be doing from an individual standpoint if you have substantial cash on the sideline.
 
Here’s some of what we discuss in this episode:
0:00 – Intro
0:51 – What’s behind this trend
3:13 – Risk tolerance
4:16 – What should you do with cash?
 
 
Connect with us: https://theuswealthadvisors.com/
 
Get your free toolkit: https://u3ehfk92.pages.infusionsoft.net/
 
Schedule your analysis: https://theuswealthadvisors.com/schedule/
 
Want to learn more about financial planning? Subscribe to our YouTube channel and you won't miss a video ➟ https://bit.ly/3XKgOxu

On this episode, we’ll try to separate sensationalism from reality by covering the top financial concerns that people have. Should you worry that these apocalyptic predictions will eventually come true? Let’s talk about why or why not these fears are warranted.
 
Here’s some of what we discuss in this episode:
0:00 – Intro
1:03 – Social Security will go broke
4:28 – Future tax rates
7:07 – Climate change
9:01 – Inflation
10:16 – High interest rates
11:33 – Making good financial decisions
 
Connect with us: https://theuswealthadvisors.com/
 
Get your free toolkit: https://u3ehfk92.pages.infusionsoft.net/
 
Schedule your analysis: https://theuswealthadvisors.com/schedule/
 
Want to learn more about financial planning? Subscribe to our YouTube channel and you won't miss a video ➟ https://bit.ly/3XKgOxu