Episodios

  • What Pre-Retirees Need To Focus On Now, To Increase The Chances That They’ll “Get It Right” In Retirement
    May 22 2023

    In Warren Buffet’s 58 years at Berkshire Hathaway, he’s overseen a 3.7 million percent return for his company. Mr. Buffet says his success is due to “a dozen truly good decisions.” While it’s not important to get every decision right, getting the important ones right is what matters. In this episode, Jewels Harris lists the 5 things he says you should focus on to ensure your success in retirement. Plus working to safeguard your savings against high inflation rates.

    Schedule a time for your complementary review of your retirement savings at JHarrisFinancial.com.

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    11 m
  • Will The Other Shoe Drop
    May 15 2023

    Seeking safety from the next market slide and proposed changes to the tax status of 401(k)s. Connect at JHarrisFinancial.com. #NorthCarolina #Retirement

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    11 m
  • Big Businesses Going Under
    May 8 2023

    Toys R Us, Bed Bath & Beyond, and now maybe Tupperware. Lessons from the failures of your favorite brands. Connect at JHarrisFinancial.com. #NorthCarolina #Retirement

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    14 m
  • Overcoming The “Fear To Spend”
    May 1 2023

    Your retirement savings should make you happy, but many suffer a fear of spending. Jewels shares ideas to overcome this fear by creating income streams. Connect at JHarrisFinancial.com.

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    10 m
  • What Is Tax Freedom Day
    Apr 24 2023

    Tax season often creates “wake up calls” for how much you’re paying in taxes. Jewels reiterates what you can do to fight future taxes and inflation. Connect at JHarrisFinancial.com.

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    14 m
  • Is A Roth Conversion Right For You
    Apr 17 2023

    With historically low taxes, many are considering a Roth conversion, but is it right for you? Plus, understanding the rules on your retirement accounts. Connect at JHarrisFinancial.com.

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    12 m
  • Disappearing Pensions And Dwindling Social Security
    Apr 10 2023

    Rumors of raising Social Security’s full retirement age continue, meanwhile pensions seem almost extinct. Jewels talks about ways to create your own guaranteed income. Connect at JHarrisFinancial.com.

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    11 m
  • Competition Is A Good Thing
    Apr 3 2023

    Volatility and rising rates are giving the market competition as retirement savers seek alternative investment options. Jewels shares what may be available to you. Connect at JHarrisFinancial.com.

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    13 m