Preserve Your Wealth
Preserve Your Wealth
Preserve Your Wealth with Jewels Harris helps individuals and families make smarter decisions about retirement, income planning, insurance, annuities, taxes, long-term care, estate preservation, and protecting what they have worked hard to build. Each episode features practical conversations and timely financial insights designed to help you better understand your options, avoid costly mistakes, …Social links:
Tax strategies and planning for inherited accounts.
In this episode, Jewels Harris discusses the complexities of inherited IRAs, tax strategies, and how to effectively plan for retirement. Learn about recent legislative changes, risk management, and smart investment diversification to secure your financial future. Call 336-907-2322 for a no-cost con…
53:08
Healthcare costs will keep rising, so plan accordingly.
Jewels Harris discusses essential strategies for retirement planning, including managing healthcare costs, Social Security, Medicare, and investment tactics to ensure a secure financial future. Call or text 336-907-2322 or click here!
52:55
Secure Your Retirement: Strategies for Social Security and Medicare.
In this episode, Jewels Harris discusses the critical issues facing retirees today, including Social Security shortfalls, Medicare surcharges, and long-term care planning. Learn practical strategies to secure your financial future and avoid common pitfalls. Call Jewels Harris at 336-907-2322 or cl…
53:20
Maximize Your Retirement Savings!
In this episode, Jewels Harris discusses essential strategies for retirement planning, tax optimization, insurance, and estate management to help you preserve and grow your wealth effectively. Call or text Jewels Harris for a personalized retirement review at 336-907-2322. Or click here.
53:08
The Power of Personalized Retirement Advice.
In this episode, Jewels Harris discusses the importance of proactive retirement planning, the pitfalls of relying solely on target date funds, and the benefits of personalized advice to ensure a secure financial future. Call Jewels at 336-907-2322 or text him to get a no-cost review of your financ…
53:15
Retire Younger: Strategies to Maximize Your Retirement Income.
Jewels Harris discusses retirement planning, social security strategies, and managing unexpected life events to ensure a secure and enjoyable retirement. This episode offers practical advice for making informed decisions and optimizing your retirement income. Call Jewels Harris for a no-cost, no-o…
53:15
The Retirement Windows You Don’t Want to Miss
This episode explains why the early years of retirement can be a powerful tax-planning window, especially for Roth conversions before required minimum distributions begin. Jewels Harris discusses how converting IRA money to Roth money can lower future RMDs, reduce future taxable income, potentially…
58:00
The Retirement Date Domino Effect
Retirement is not just one big decision; it is a series of connected timing choices that can affect health coverage, Social Security, pensions, 401(k) rollovers, final paychecks, taxes, and long-term income. Jewels Harris explains that retiring before Medicare eligibility can create expensive “brid…
58:00
Building Your Own Retirement Paycheck
Annuities are becoming more popular because many retirees are looking for dependable income, market protection, and a way to reduce the fear of running out of money. Jewels Harris explains that indexed accounts can offer growth potential tied to market indexes while protecting the principal from ma…
58:00
The Protected Paycheck Plan
This episode explains why many retirees are prioritizing dependable income over pure growth, especially as inflation, taxes, healthcare costs, and market swings create uncertainty. Jewels Harris discusses how annuity-style income tools can help retirees build a pension-like paycheck from their own …
58:00