Preserve Your Wealth
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, … 
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  • Preserve Your Wealth

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    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 t…

    23 clip(s)
    • 1
      A Year-End Review for the Retirement You Want to Live
      58:00
    • 2
      Catch-Up Savings, Social Security and Retirement Tax Decisions
      58:00
    • 3
      Lifestyle and Spending Habits Determine Retirement Needs.
      53:20
    • 4
      Early Retirement Causes and Planning.
      53:22
    • 5
      Understanding Long-Term Care Costs and Insurance Options.
      53:13
    • 6
      Spending Hesitation Among Retirees.
      53:28
    • 7
      The Significance of Early and Ongoing Financial Advice.
      52:47
    • 8
      Importance of Professional Financial Advice.
      53:05
    • 9
      The significance of early planning and regular reviews.
      52:29
    • 10
      Tax strategies and planning for inherited accounts.
      53:08
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