Her Wealth Matters

Her Wealth Matters

Financial and retirement guidance from J'Neanne Theus, financial planner at Her Wealth Matters & Theus Wealth Advisors in the Columbia, MD area. It's our mission to help you prepare for a prosperous retirement and financial future.

Episodes

June 18, 2020 9 min

“Knowing what we know now…” is a phrase you hear a lot, especially lately. If you knew ahead of time, what would you do differently? What can we learn from these financial mistakes? We reflect and talk about the lessons learned on today's episode.

 

Read more and get additional financial resources here: https://theuswealthadvisors.com/2020/06/ep-11-if-only-you-had-hindsight/ 

 

Today's show schedule: 

1:46 - Being too ...

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When you work with a financial advisor, you’re likely coming to them for financial advice and expertise. But what about that saying, “the customer is always right”? Is that still true?   

 

Read more and get additional resources here: https://theuswealthadvisors.com/2020/06/ep-10-financial-planning-when-the-customer-isnt-always-right/ 

 

Today's show schedule: 

1:42 - “I think I can time the market.” 

3:19 - “I know what ...

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You can’t believe everything you hear, right? What statements and concepts in the financial world should you take with a grain of salt? Can you tell what’s marketing and what’s real?  

 

Read more and get additional resources here: https://theuswealthadvisors.com/2020/05/ep-9-avoiding-financial-lies-and-mistruths/ 

 

Today's show schedule: 

1:29 - “We can beat the market.”

2:57 - “There are no fees!”

4:07 - “There’s no r...

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We’re living in a unique period of time where uncertainty seems to be the driving force across many sectors. The health crisis has forced us all to make changes to our daily lives and our finances, and that has a lot of people thinking about ways to generate predictable income. Let’s explore this idea by looking at ways this is done but identifying reasons why this might not always benefit you.

 

Read more and get additional reso...

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We’re all doing our best to take the social distancing guidelines to heart by changing the way we’re living right now, but let’s take a break from the seriousness of it all with a lighter discussion on separation. What would that look like if social distancing was applied to your financial planning?

 

Read more and get additional resources here: https://theuswealthadvisors.com/2020/04/ep-7-social-distancing-for-your-money/ 

 

T...

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April 2, 2020 11 min

We closed out the month of March with an unprecedented month in the stock market as the coronavirus caused fear and uncertainty throughout the country. To get a little perspective on what we’re witnessing, let’s take a look back through history at the worst market crashes of all-time.

 

Read more and get additional resources here: https://theuswealthadvisors.com/2020/04/ep-6-market-crash-hall-of-fame/ 

 

Today's rundown: 

...

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Retirement come in many different forms and we all create our own vision of the day we make that exciting transition. Maybe you’re someone that plans to work as long as you can or you the person that’s ready to retire as soon as possible. We all have a different level of desire when it comes to retirement, and today we’ll span the spectrum with J’Neanne Theus.

 

Read more about the topic and additional resources here: https://the...

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Many different types of bias can play a role in the decisions an investor makes and most of the time it results in a negative outcome. Let’s highlight six of the biases that we see clients use for their financial decisions and explain how they affect your portfolio.

 

Get the show notes and additional resources here: https://theuswealthadvisors.com/2020/03/ep-4-how-bias-affects-your-investing-decisions/ 

Today's show rundo...

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A lot of people like to think they’re making decisions based on logic and facts, but the truth is emotions typically play a role in our decision-making process. As you can imagine, we have many strong feelings when it comes to our money and that can become a problem for your retirement plan.

 

Show notes and additional resources: https://theuswealthadvisors.com/2020/02/ep-3-how-emotions-impact-financial-decision-making/ 

 

Toda...

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Most of us have very little experience with inheritances. Would you even what steps to take after receiving money or property? Today we’ll identify the mistakes people make when preparing an estate plan, what you should do if you receive an inheritance, and talk about other things you should consider.

 

Show notes and additional resources: http://herwealthmatters.com 

 

Today's rundown: 

0:52 – We want to spend some time o...

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The focus of our podcast has shifted and today we’re going to tell you why by giving you the background behind the decision, why we feel this new objective is so important, and the goals for the show. Plus, we’ll learn more about J’Neanne’s career and how she got into this career after her time in the military.

Show notes & resources at http://herwealthmatters.com/

Show Agenda:

1:30 – Welcome to the new show!

2:30 – Why did...

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