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