Preserve Your Wealth: Recent Episodes
Jewels Harris
For over 2 decades, Retirement Planner, Jewels Harris has been helping his clients prepare for their financial futures through plans built around the many aspects of retirement like: income, taxes, risk reduction, long term care and legacy planning.
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.
Seeking safety from the next market slide and proposed changes to the tax status of 401(k)s. Connect at JHarrisFinancial.com. #NorthCarolina #Retirement
Toys R Us, Bed Bath & Beyond, and now maybe Tupperware. Lessons from the failures of your favorite brands. Connect at JHarrisFinancial.com. #NorthCarolina #Retirement
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.
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.
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.
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.
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.
Recent bank failures have savers asking, “Is my money safe?” Meanwhile, President Biden’s proposed budget reveals why we all need a retirement tax plan. Connect at JHarrisFinancial.com.
Some of retirement's biggest interrupters are ones that you don’t realize you’re heading straight towards. Jewels points out the “icebergs” you may not see. Connect at JHarrisFinancial.com.
Gen Xers are reaching retirement age, but finding they’ve not saved enough. Jewels raises a warning flag. Plus, you can’t avoid RMDs, but you can act defensively against future taxes. Connect at JHarrisFinancial.com.
What you can learn from a pro-footballer’s tax woes. Plus, as the Social Security Administration works to stop benefit misinformation, Jewels clarifies some myths he commonly hears. Connect at JHarrisFinancial.com.
Americans are living longer and there’s always the fear of running out of money in retirement. Jewels shares ways to safeguard against that, plus calculating when to claim S.S. benefits. Connect at JHarrisFinancial.com.
A reason taxes are so complicated is because there are so many kinds of income that can be taxed… including your retirement income. Jewels shares ideas to reduce future tax burdens. Connect at JHarrisFinancial.com.
Cher’s engagement to a 36-year-old spawns a conversation on retirement planning challenges couples face when there’s a 10 year, or more, age gap between spouses. Connect at JHarrisFinancial.com.
You can thank inflation and bird flu for the soaring price of eggs. Jewels shares how unpredictable hiccups can mess up your retirement, and how to plan preventively. Connect at JHarrisFinancial.com.
How a recession could hit high-earners worse than those in blue collar industries. Plus, taking advantage of the Tax Cuts and Jobs Act before it ends. Connect at JHarrisFinancial.com.
Planning for retirement can be stressful and intimidating. Jewels explains the importance of having a financial professional who is accessible, particularly for singles. Connect at JHarrisFinancial.com.
Boomers seeking comfort in retirement often focus on the wrong number. Jewels explains adjusting your perspective and options to building a long-term care plan. Connect at JHarrisFinancial.com.
Humans are predictable…we think the closet is best for gift hiding and employers are best for our retirement saving options. Jewels debunks these theories, explaining the benefits of working with an independent advisor. Connect at JHarrisFinancial.com.
Jewels points out common “retired life myths” that people often believe, while debunking others that even financial professionals think of annuities. Connect at JHarrisFinancial.com.
This year, holiday stress is compounded by anxiety caused by market loss. Jewels talks about the importance of controlling what you can with proper plan adjusting. Connect at JHarrisFinancial.com.
The pandemic, inflation, and market decline have affected retirement incomes for the worse. Jewels talks about creating income that is not affected by the market. Connect at JHarrisFinancial.com.
Americans now believe they need $1.25 million to retire. Jewels explains why not to adhere to “blanket advice,” but rather have a plan that lets you know what you need. Connect at JHarrisFinancial.com.
Reverse mortgages have been adversely viewed, but reports show many past negatives have changed. Jewels explains what a reverse mortgage is and how he’s seen them benefit retirees. Connect at JHarrisFinancial.com.
Jewels weighs in on a list of the “4 Biggest Mistakes Retirees Make” and adds a 5th he often sees that’s not on the list. Connect at JHarrisFinancial.com.