Rockin’ Retirement with J’Neanne Theus

Financial Mailbag: Gifting Money, Overthinking Decisions & Retirement Spending

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