Straight Talk on Retirement with JBL Financial

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results

The case studies are situations are hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to...

The case studies are situations are hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to...

Our favorite quote from our callers, "Don't loose sight of the money..."

How to prepare for the sudden and unexpected. Saturday's at 10:00 AM on the Big 550 KTRS

Do you have two homes? Relocate to sunny Florida during the winter months? Then you will want to listen in to make sure your health plan cover all the bases.

The market is up, the market is down. How do you protect your gains or more importantly - your sanity? Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against los...

The case studies are situations are hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to...

The case studies are situations are hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in the material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to...

Do you feel like you started saving too late? You may think again after you hear Jeff's perspective...

Need more help? Watch our tutorial: https://www.youtube.com/watch?v=5E-Nozs3QbU

Is Longterm Care Similar To Disability Insurance? Find Out! by Straight Talk on Retirement | JBL Financial

Guarantees are based on the claims paying ability of the issuing company.

Let this picture speak for itself. As Jeff say's, "John Mellencamp Status", but ALMOST Mick Jagger Status... This is a hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment...

They are READY to go and plan to retire in August. Joe has a pension of $900 a month, both social securities are about $3700 a month. How did they come up with that number and what are their cash flow needs to make their retirement happen? Jeff and Erin break down the rules and regulations regarding their benefits to see if they meet Rockstar criteria. This is a hypothetical situation based on rea...

David emailed in and he wants to come visit the office to see if he's a rockstar. He's very close to retirement and wants to know if he should move his investments to cash. Is this a good thing to do? This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to...

Do you know if you are on the right track to rockstar status? Tom and Louise are continuing to work until their Medicare eligible. As most folks know, healthcare is expensive. Jeff breaks down their monthly expenses, social security, and pension, and decides if they are on the right track to comfortably retire. This is a hypothetical situation based on real-life examples. Names and circumstances h...

Health Insurance algebra is all you need.

Turning 65 can be overwhelming. What plan is right for you?

For many folks when its time to transition from their company health plan to Medicare it is a whole new world. The plans are different. Most people spend their whole working life having their employre help choose their plan. Now you have the opportunity to choose whatever you want. So where do you start?

Paul, Sales Manager, is retiring alongside his wife, Linda, Computer Analyst. They are super savers - don't have pension plans, not taking social security benefits until normal retirement age with no mortgage debt, no credit card debt, and - oh my god - no student loan debt they are paying for children! Find out why they are Retirement Rockstars. The case studies are situations are hypothetical si...

"The new bill is like a buffet - not five-star dining by any means, but a little bit of something for everyone." This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Erin and Jeff crack light-hearted jokes with calle, John, while answering multiple questions on potential disability benefits. Tune into Straight Talk on Retirement to hear more Saturday's at 10:00 A.M on the Big 550 KTRS.

What are the criteria Erin uses to recommend a plan to supplement medical coverage? Ideally, a plan where all physicians and prescriptions fit best. Listen to more.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.