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Weekly investing and financial planning guidance with your Financial Commander J'Neanne Theus in Columbia, MD.

Weekly investing and financial planning guidance with your Financial Commander J'Neanne Theus in Columbia, MD.
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Location:

United States

Description:

Weekly investing and financial planning guidance with your Financial Commander J'Neanne Theus in Columbia, MD.

Language:

English


Episodes

Top 5 Misunderstandings About Social Security

11/21/2019
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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? Show Notes: https://theuswealthadvisors.com/2019/11/top-5-misunderstandings-about-social-security/ On This Episode: 2:50 - In the News: When looking at the presidential candidates for 2020, how might they impact the market? 7:24 - Did you see this: Couple...

Duration:00:22:03

Are You Having Awkward Financial Conversations?

11/7/2019
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Financial planning is more than just spreadsheets and dollar signs. It includes a lot of tough decisions and emotions that need to be communicated to your loved ones and advisor. Are you avoiding these awkward conversations when it comes to your finances? Show Notes: https://theuswealthadvisors.com/2019/11/are-you-having-awkward-financial-conversations/ Today's Rundown: 3:37 - In the News: Elizabeth Warren proposes $20.5 trillion health care plan. 12:59 - Sometimes planning your...

Duration:00:32:44

What Will the Next Market Crash Look Like?

10/18/2019
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We know another downturn in the market is inevitable, but how long will it be until the next ‘crash’ happens? Will it hit us as hard as 2008? We’ll ask J’Neanne to give us her thoughts on the subject and what we can do as investors to prepare ourselves for that day. On this episode: 4:28 – What’s to come on today’s show. 5:25 – In the news: At what point will the 2020 election begin to impact the way investors behave? 10:17 – Introducing a new topic on the show, ‘Did You See This.’ In...

Duration:00:30:01

Preparing for Retirement During Your Final Decade of Work

10/3/2019
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Whether you’ve been working on your retirement plan for years or just beginning to get around to it, your focus needs to increase as you approach the end of your working career. That final decade before retirement gives you the chance to get everything in order so you aren’t left scrambling. Today we’ll run through a list of items that you need to be paying attention to. Today's rundown: 2:25 – Previewing today’s show. 3:13 – In the news: A new trend in the wedding industry: wedding...

Duration:00:32:19

Busting the Biggest Financial Myths – Part 2

9/19/2019
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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. Today's rundown: 2:14 – Introducing the topics for today’s show. 2:37 – In the news: Democratic presidential nominees proposing plans to forgive student loan debt. J’Neanne gives us her opinion and shares a solution she...

Duration:00:23:48

Busting the Biggest Financial Myths – Part 1

9/5/2019
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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. Click here to see the full show notes. Today's rundown: 2:03 – What’s in store on today’s episode. 2:39 – Quote of the month: “I made money the old fashioned way, I very was nice to a wealthy relative right before he...

Duration:00:25:27

Scenarios That Create Urgency in Your Financial Plan

8/15/2019
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Even if we stay on top of our retirement planning, there are life events that shake up everything we’ve done or force us to rethink our path. In this episode, we identify some of those events that create a sense of urgency within us and discuss how to be best prepared if they happen to you. Check out the full show notes for this episode here. ----more---- Today's rundown: 4:54 – Loss of a job creates urgency. J’Neanne shares a client story. 6:50 – Receiving an early retirement buyout...

Duration:00:20:33

What Does Financial Security Mean to You?

8/1/2019
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Nearly all of us have the same end game in mind, which is to make it to retirement and enjoy our lives in whatever way we choose. But how much we need in retirement varies from person to person. We all have our own definition of financial security, and today we’ll talk about some of those meanings. If you'd like to see the show notes, click here. ----more---- Take a look at today's rundown below: 0:54 – J’Neanne is back from a family vacation. 5:40 – Introducing why financial security is...

Duration:00:20:33

The Driving Force Behind Your Retirement Plans

7/18/2019
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Whether in retirement or behind the wheel, it’s good to have a plan and a pulse on what is happening around you. Knowing the rules, the technology, and your motivation all plays a part in the route you take with your retirement planning. In this episode, J’Neanne covers a few different topics happening in the news, such as self-driving cars. Then, she answers three questions from the mailbag, including one from someone with a lack of drive to leave a legacy. See the show notes and read more...

Duration:00:25:57

What Popular Proverbs Teach Us About Money

7/3/2019
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There are plenty of proverbs that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings and answer a question from the mailbag about changing annuities. Full show notes: https://theuswealthadvisors.com/2019/07/what-popular-proverbs-teach-us-about-money/ ----more---- Strategy Points: In The News 1:51 Investing in IPOs Financial Proverbs 8:00 “A bird in the hand is...

Duration:00:31:03

How "Fake News" Impacts Your Financial Choices

6/20/2019
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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”. Full show notes: https://theuswealthadvisors.com/2019/06/how-fake-news-impacts-your-financial-choices ----more---- Strategy Points: 2:00 In the News: Brexit 7:15 What is fake...

Duration:00:30:26

5 Holdups Stalling Your Financial Decisions

6/6/2019
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Today's Mission: Indecision can be just as dangerous as making the wrong decision. That’s why sometimes you have to decide when to fish or when to cut bait. J’Neanne will walk us through five holdups that might stall your financial decisions. We also answer a listener question about rental properties. View the full show notes here: https://theuswealthadvisors.com/2019/06/5-holdups-stalling-your-financial-decisions Strategy Points: 6:16 Too Many Decisions to Make 10:00 Too Much...

Duration:00:36:12

In The News: Business Plans and a Bride-to-Be

5/16/2019
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What do Kohl’s, Disney, and McDonald’s have in common? They're all making headlines as they roll out new business plans. J’Neanne talks about how their plans could affect you as an investor. Then, love is in the air with today’s question from the mailbag...but is debt hovering as well? For J'Neanne's Retirement Rescue Toolkit, go to: http://theuswealthadvisors.com/shock/ To read more on J'Neanne's blog, go to:...

Duration:00:27:10

What Is Safe Money?

5/2/2019
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There’s a buzzword in the financial world called “safe money”, but it has many definitions . Everyone wants their money to be safe to a certain extent, but you need to balance risk and safety in your portfolio. Theres also a lot of misinformation out there, so J’Neanne shares everything you need to know about safe money. For J'Neanne's Retirement Rescue Toolkit, go to: http://theuswealthadvisors.com/shock/ To read more on J'Neanne's blog, go to:...

Duration:00:18:21

When Is It “Safe” to Retire?

4/18/2019
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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. For J'Neanne's Retirement Rescue Toolkit, go to: http://theuswealthadvisors.com/shock/ To read more on J'Neanne's blog, go to:...

Duration:00:23:45

5 Common Pain Points In Your Financial Life

4/4/2019
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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. Visit https://theuswealthadvisors.com/2019/04/5-common-pain-points-in-your-financial-life/ for the full blog post, show notes and links to resources related to this episode.

Duration:00:29:26

6 Things Wasting Away In Your Financial Junk Drawer

3/21/2019
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Everyone has a junk drawer somewhere full of odds and ends. 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're put to use. Then, J’Neanne talks about student loans and the ripple effect they have in the financial world. For J'Neanne's Retirement Rescue Toolkit, go to: http://theuswealthadvisors.com/shock/ To read more on J'Neanne's blog, go to:...

Duration:00:32:44

Understanding Your Social Security Taxation

3/7/2019
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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. 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/2019/03/understanding-your-social-security-taxation/

Duration:00:22:56

Episode #61: When Too Much Information Is Too Much

2/21/2019
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We have more information at our fingertips than ever before. However, too much information can hinder our financial decision-making abilities. J'Neanne explains. 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/2019/02/episode-61-when-too-much-information-is-too-much/

Duration:00:23:31

Episode #60: Unnecessarily Overcomplicated Planning

2/7/2019
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If you've overcomplicated your retirement plan, then you need to hear this podcast. Discover the dangers of unnecessarily complicating 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/2019/02/episode-60-unnecessarily-overcomplicated-planning/

Duration:00:25:14