Woman's Worth® Radio Podcast

Taxes and Retirement Planning

Play Episode Listen Later Nov 18, 2021 45:55

Taxes 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

phone taxes retirement planning

The Physical, Mental, and Financial Challenges of Aging

Play Episode Listen Later Jun 24, 2021 45:55

As 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

challenges financial phone physical mental

Busting Myths About Women And Finances

Play Episode Listen Later Jun 10, 2021 45:55

There 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

women phone finances busting myths

The 6 Elements Of Total Well-Being

Play Episode Listen Later May 20, 2021 45:55

We'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

Play Episode Listen Later May 13, 2021 45:55

There 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

Play Episode Listen Later Apr 15, 2021 45:55

Women 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

women phone financial crises

Tax Season 2021 - With Special Guest Mark Sizemore, CPA

Play Episode Listen Later Apr 8, 2021 45:53

Tax 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.

cpa tax tax season sizemore

The Pandemic's Aftermath

Play Episode Listen Later Mar 25, 2021 45:53

Now 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

Play Episode Listen Later Mar 4, 2021 45:53

We 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

Play Episode Listen Later Feb 25, 2021 45:53

We'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

phone taxes cpa sizemore

Avoiding Financial Scams

Play Episode Listen Later Jan 28, 2021 45:53

There'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

financial phone scams

Planning For The Unknown

Play Episode Listen Later Jan 14, 2021 45:53

As 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

Play Episode Listen Later Nov 5, 2020 45:53

Understanding 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

Play Episode Listen Later Oct 8, 2020 45:53

We'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

Play Episode Listen Later Sep 17, 2020 45:55

Planning 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

stress planning phone retirement

Retirement Readiness

Play Episode Listen Later Aug 27, 2020 45:55

We'll see how ready you really are for retirement. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656

phone retirement readiness

Single Vs Couple Retirement Planning

Play Episode Listen Later Aug 13, 2020 45:55

Life 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

single phone couple retirement planning

Navigating Your Retirement

Play Episode Listen Later Jul 30, 2020 45:55

We'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

navigating phone retirement

Unique Challenges In Retirement

Play Episode Listen Later Jul 23, 2020 45:55

Join 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

Play Episode Listen Later Jul 16, 2020 45:55

The 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

coronavirus phone gender gap

Retirement's Perfect Storm

Play Episode Listen Later Jul 9, 2020 45:55

Batten down your financial hatches. This week we're discussing the perfect storm facing you in retirement. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656

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Dealing With Retirement Uncertainty

Play Episode Listen Later Jul 2, 2020 45:55

There are many threats that exist to your retirement. Let's discuss how to fight the uncertainty in your financial plan. We'll also tell you what you need to know about life insurance. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656

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Handling Retirement Stress

Play Episode Listen Later Jun 25, 2020 45:55

Plenty of aspects of retirement planning can be stressful. We'll make sure that you are handling each of them as easily as possible. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656

stress phone retirement

Main Retirement Threats

Play Episode Listen Later Jun 18, 2020 45:55

We'll go over some of the retirement threats you may incur. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656

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The Health/Wealth Connection

Play Episode Listen Later Jun 11, 2020 45:55

Let's take a look at the health and wealth connection. How will you be paying for medical care as you advance through retirement? Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656

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A Custom Fit For You

Play Episode Listen Later Jun 4, 2020 45:55

We'll go through some of the big decisions in retirement planning. We'll also talk about how a custom plan can treat you better than any cookie-cutter retirement plan. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656

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The Qualities Of Money

Play Episode Listen Later May 28, 2020 45:55

Learn about the different personalities that money can have. Let us help you dig through your financial suitcase. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656

money phone qualities

More Than Just Investments

Play Episode Listen Later May 21, 2020 45:55

There’s a lot more to retirement planning than just picking investments. Let’s discuss a few areas of retirement planning that come with some big decisions to make. Contact Information: Website: https://www.womans-worth.com/ Phone: 904-824-5656

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