The US Wealth Advisors

04/01/2024

Grandparents want to find ways to provide support for their children and they want to do it in a tax-efficient way.

03/28/2024

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.

Subscribe & Follow On Your Favorite Service: YOUTUBE - APPLE PODCASTS - SPOTIFY - GOOGLE PODCASTS - TUNEIN - IHEARTRADIO This Episode's Set List: 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 to...

03/25/2024

Social Security will likely have to make changes to bring in more money to the program and we've already seen the base wage increase.

03/21/2024

We’re going to breakdown the idea and provide our own analysis on the Gray New Deal. J’Neanne will weigh in on three key takeaways that include the inadequacy of advising older adults to simply work longer, the lack of retirement savings among a significant portion of Americans, and the necessity for systemic changes to ensure dignified retirement for all.

Should you embrace or reject these ideas? We’ll get into it all in today’s video.

Watch here: https://theuswealthadvisors.com/2024/03/does-retirement-in-america-need-an-overhaul/

03/18/2024

As more and more people take on high student debt, it's important to understand your payments and what it's going to take to pay that loan off.

03/14/2024

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.

Watch our latest episode >> https://theuswealthadvisors.com/2024/03/retirement-planning-is-different-for-women-heres-why-part-2/

03/12/2024

Divorce is already an emotional time but add in the financial aspect of this major life event and it can be incredibly stressful.

03/07/2024

As International Women’s Day approaches (March 8), it’s the perfect time to reflect on the progress women have achieved in the financial realm over the past century.

Despite this, the path to retirement is not without its unique challenges for women, and it’s important to recognize the financial hurdles that they continue to face.

Join us as we break down the challenges facing women in financial planning!

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/3XKgOxuAs International Women’s Day ...

02/22/2024

In today’s video, we have three viewer questions that we are going to answer.

The topics we’ll cover are anxiety about living on a fixed income, investing in company stock, and shifting your mindset to spending in retirement. These are all very common scenarios that we see clients dealing with so J’Neanne will tell you how she would address each of these questions and share some considerations to keep in mind if you find yourself in a similar position.

Watch the show >> https://theuswealthadvisors.com/2024/02/retirement-mailbag-living-on-a-budget-company-stock-and-spending-in-retirement/

02/15/2024

➡NEW VIDEO!

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.

The good news is that you aren’t alone. This trend has been happening for some time now because of how volatile the market has been over the past few years.

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.

Watch >> https://youtu.be/Jfnr02IV6Es

https://youtu.be/Jfnr02IV6Es

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/3XKgOxuWe’ve been getting questions ...

02/08/2024

We’ve all heard the apocalyptic predictions about social security, the national debt and other major issues that are sup-posed to sink the economy. Do any of these predictions have merit in the years ahead?

In this week's video, 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.

Watch >>

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/3XKgOxuWe’ve all heard the apocalypt...

02/05/2024

J'Neanne explains the option of asset-based long-term care insurance and how it works.