Jones Financial Talk

In this episode we talk about what you need to do to get your finances in order before the end of the year.

During this show, we’ll discuss transferring your wealth to your children and the baby boomer generation’s great wealth transfer.

During this episode, we discuss what annuities are, their benefits, drawbacks, and whether they may be a good fit for your financial strategy.

In this episode we look at the cost of long-term care, how likely it is you will need it, and how to be prepared.

During this episode, we examine various types of retirement income and what kind of taxes each of them may be subject to.

On this show, we’re going to look at the future of retirement, both in terms of how it may look a handful of years from now and how it may look several decades in the future.

During this episode, we’re going to discuss some of the steps you may be able to take if you’re 50 or slightly older and have determined that your retirement savings has fallen behind.

This episode features an examination of the rising hospital at home movement as well as long-term care insurance.

During this show, we’re going to discuss retirement steps you may want to take when you’re at three unique moments: 10 years away from retirement, five years away from retirement, and one year away from retirement.

In this special episode Nick welcomes Zach Jones from the timber industry to talk about alternative investments.

In this episode we break down the debt ceiling...what it is, what's happening, and how it affects you.

During this show, we’ll look at recent news from the Social Security trustees’ report before shifting into a more general conversation about Social Security.

With interest rates continuing to climb, you need to look at every aspect of taking out a loan. We discuss the ins and outs as well as strategies to help you decide what is right for your personal situation.

What options do you have if you want to make money on your money and yet still have some downside protection? We talk about this and more in this episode.

Did you know Social Security can be taxed? It can even push you into a higher tax bracket. In this episode we talk about some important strategies to potentially reduce taxes on your Social Security.

We all have a different risk tolerance when it comes to our money, especially our retirement savings and investments. In this episode we discuss emotional investing and how to avoid it.

In this episode we talk about the financial landscape with banks, the market and what it all means for you. We also talk about the importance of controlling debt.

During this episode we’re going to discuss the importance of enhanced planning in relation to finances, taxes, and family life. This includes estate planning, legacy planning and more.

During this show, we’re going to highlight some potential tax breaks for those older than 50 as well as ways older people may be able to reduce their taxes in retirement.

During this show we discuss some of the things you should know about Medicare and many of the changes happening this year.

This week we examine the FIRE, or Financial Independence, Retire Early, movement as well as how you can stay active during retirement.

During this show, we’ll look at various ways you may be able to save money when it comes time to take your retirement withdrawals.

During this episode, we’re going to discuss some retirement tips for the coming year that may have you looking ahead to your post-work life with more confidence.

The new Secure Act 2.0 has many changes that can and will affect your financial plans. We go over them in this week's show.

Nick from Jones Financial Talk and Bill from The Big O Money Show are at a conference in Las Vegas and along with Tony Shore, they all talk about the Secure Act 2.0, how to manage taxes in retirement, and talk a little bit about gambling but not participating in it.