Sinopsis
Weekly financial and retirement guidance from Jeannette Bajalia
Episodios
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Taxes and Retirement Planning
18/11/2021 Duración: 45minTaxes can create such a headache in your financial portfolio. We'll give you the tips you need to know, to help make sure that you are taking taxes into account as you plan for retirement. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656
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The Physical, Mental, and Financial Challenges of Aging
24/06/2021 Duración: 45minAs you age, many aspects of your life will change. We'll examine how to prepare your finances, as well as your physical and mental well-being, to face any challenges that come your way. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656
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Busting Myths About Women And Finances
10/06/2021 Duración: 45minThere are plenty of unfounded misconceptions out there about women and finances. We'll debunk and correct them. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656
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The 6 Elements Of Total Well-Being
20/05/2021 Duración: 45minWe'll cover the 6 areas of life that you need to figure out in order to have total well-being - to and through retirement. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656
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Financial Obstacles That Women Face
13/05/2021 Duración: 45minThere are certain obstacles in retirement planning that affect women more than men. We'll uncover some financial roadblocks that you may encounter and how to navigate around them. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656
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Dealing With Financial Crises
15/04/2021 Duración: 45minWomen can face all sorts of different crises as they plan for retirement. We'll give you the knowledge and confidence you need to deal with anything that life throws your way. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656
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Tax Season 2021 - With Special Guest Mark Sizemore, CPA
08/04/2021 Duración: 45minTax season this year is one for the history books. We'll sit down with Mark Sizemore, CPA, to learn what important information to keep in mind as you navigate these tricky financial waters.
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The Pandemic's Aftermath
25/03/2021 Duración: 45minNow that life is starting to return to normal, we'll analyze how the pandemic changed how we handle our finances and how we plan for retirement. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656
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Transferring Generational Wealth
04/03/2021 Duración: 45minWe are about to experience a massive transference of generational wealth from baby boomers to their children. We'll analyze some tips to keep in mind as you plan out your estate. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656
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All About Taxes - With Special Guest Mark Sizemore, CPA
25/02/2021 Duración: 45minWe'll bring a special guest onto today's show - Mark Sizemore, a CPA that regularly helps Jeannette with her clients' financial planning. They'll discuss the topic that's on everyone's mind during this time of year: taxes and tax planning. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656
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Avoiding Financial Scams
28/01/2021 Duración: 45minThere's been a rise in financial scams lately, particularly those that target retirees and pre-retirees. Let's make sure that you know how to recognize and avoid these scams. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656
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Planning For The Unknown
14/01/2021 Duración: 45minAs evidenced by this past year, life can throw you some curveballs. You can never know for sure what's in store for you in the future. Thankfully, there are ways to plan and prepare for whatever comes your way. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656
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The Spending Hierarchy
05/11/2020 Duración: 45minUnderstanding the spending hierarchy can help you make a more effective income plan for your retirement. We'll make sure that you know the ins and outs of this strategy. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656
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Focus On Retirement
08/10/2020 Duración: 45minWe'll help put your retirement plan into focus, so that you can make the most with your financial situation. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656
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Dealing With Retirement Stress
17/09/2020 Duración: 45minPlanning for retirement can be one of the most stressful things someone can do. We'll help make sure that the process goes as smoothly as possible. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656
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Retirement Readiness
27/08/2020 Duración: 45minWe'll see how ready you really are for retirement. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656
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Single Vs Couple Retirement Planning
13/08/2020 Duración: 45minLife is drastically different when you are married versus when you are single. The same can be said of retirement planning. Let's look into some key differences that your plan will have depending on your relationship status. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656
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Navigating Your Retirement
30/07/2020 Duración: 45minWe'll make sure your advisor is helping you navigate some key elements of retirement planning. We'll also talk about dental costs and how they could take a surprisingly large chunk out of your retirement portfolio. Finally, we'll tell you everything you need to know about taking an early retirement. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656
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Unique Challenges In Retirement
23/07/2020 Duración: 45minJoin us as we discuss the unique financial challenges facing women in retirement. We'll also investigate the communication gap between men and women. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656
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The Gender Gap
16/07/2020 Duración: 45minThe Coronavirus pandemic is expected to exacerbate the gender gap of women having less financial security during retirement. Let's make sure that you are prepared. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656