JBL Financial

Straight Talk on Retirement with JBL Financial

Business EN ↓ 292 episodes

Since 2005, ”Straight Talk on Retirement” has proudly broadcast on KTRS every Saturday from 9-11 AM, offering great tips and practical advice to help you build a personalized retirement game plan. Our retirement coaches provide straightforward guidance to help you navigate the complexities of retirement planning with confidence. Now, you can catch the show on-demand, on your favorite podcast app, so you never miss an episode.

Author

JBL Financial

Episodes

How Is My Mix of Stocks, Bonds, and Cash? 13.12.2017 6:44

A commonly asked question - how is my mix of stocks, bonds, and cash? Am I positioned in a successful way for retirement? 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. The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be ta...

Beware - Net Investment Incomes Taxes... 22.11.2017 1:40

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.

What is the process of moving my 401k to a self directed IRA, and do I have to pay taxes? 20.11.2017 5:40

What is the process of moving my 401k to a self directed IRA, and do I have to pay taxes? by Straight Talk on Retirement | JBL Financial

Reflections from Jeff 20.11.2017 5:42

As we begin this New Year, Jeff reflects on some things he's learned most over the years - from client habits to technological changes.

Things Change and Flexibility is Important 20.11.2017 1:49

The two most important things Jeff has learned from his clients over the years.

How Powerful Is An HSA In Maximizing Your Retirement Savings? 20.11.2017 6:55

Tax-deductible in, tax-free out. Having the ability to access your money at any time. No pre-defined contributions. Triple tax advantage. Do we need to say more?

HMO or PPO? 15.11.2017 16:36

Erin breaks down the differences between HMO and PPO insurance plans.

Setting Expectations With Your Advisor 08.11.2017 9:56

Why pay an adivsor when you're keeping your own consul?

Tips for Navigating Market Natural Disasters 19.10.2017 4:11

When real life and your money collide. Tune into Straight Talk on Retirement Saturday's at 10:00 AM on the Big 550 KTRS!

What We Offer to Human Resource Departments...For Free! 19.10.2017 9:15

What do we offer to Human Resource Departments? An easy way to educate their employees and help them tranisition into Medicare by teaming up with Erin at no-cost to them!

Fiduciary Advisor VS Broker: How Do You Get Paid? 19.10.2017 3:23

Not all planners are held to the same standard. Jeff just says, ask " How do you get paid?" Straight Talk on Retirement Saturday's at 10:00 A.M.

Why Dual Income Households are Beneficial 16.10.2017 11:01

Still have tread on the tires? Joe and Patty do. Hear the benefits of a dual income household when it comes to healthcare on Straight Talk. This is a hypothetical example and is not representative of any specific situation.

What to Expect in a Meeting with Erin 16.10.2017 11:37

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual Coventry and Aetna are separate entities from LPL Financial

Financial Game Changers 06.10.2017 5:51

Jeff and Erin talk about how different political reforms can take a toll on your finances... Straight Talk on Retirement Saturday's at 10:00 A.M

”A Tale of Two Cities” by Jeff 20.09.2017 10:00

"A Tale of Two Cities" by Jeff by Straight Talk on Retirement | JBL Financial

Medicare Planning is Always Part of Our Game Plan 18.09.2017 7:55

United Healthcare, Coventry and Aetna are separate entities from LPL Financial

Medicare Advice: Don’t Listen to What Your Friends and Family Recommend 15.09.2017 7:05

A listener writes in to Erin to confirm if his thoughts are true. Tune in every Saturday from 10-11 A.M on the Big 550 KTRS

Should I take the Social Security 4 months early? 11.09.2017 2:29

Jeff says, "no way!" Tune in every Saturday from 10-11 A.M on the Big 550 KTRS

To Jeff, Retirement is just a matter of jars and faucets... 11.09.2017 10:00

Jeff's views on the "flow" of retirement expenses on Straight Talk on Retirement.

Jeff Wouldn’t Advise Making This Money Mistake... 08.09.2017 5:05

Tune in every Saturday from 10-11 A.M on the Big 550 KTRS

The Real Cost Of Making Life Work 23.08.2017 7:25

The Real Cost Of Making Life Work by Straight Talk on Retirement | JBL Financial

Claiming Survivor Benefits 101 23.08.2017 8:21

Claiming Survivor Benefits 101 by Straight Talk on Retirement | JBL Financial

Are You Missing Out On A Bump In Pay On Your Social Security? 23.08.2017 2:22

Straight Talk on Retirement Saturday's from 10-11 A.M on 550KTRS

Pension v. Lump Sum 21.08.2017 4:59

What IS the best route to go? Jeff, the Retirement Coach, explains how to truly understand the differences and consequences on Straight Talk on Retirement

Can you postpone your required minimum distributions? 21.08.2017 2:27

Are you about to start taking your RMD's? Listen to this advice if you have a few financial conflicts looming around your start date.