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

Category

Business

Podcast website

jblfinancial.podbean.com

Latest episode

Jun 20, 2026

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Episodes

FAQ_How do I inherit a Roth IRA 18.01.2023

Jeff and Erin discuss the possible routes to inheriting a Roth or Traditional IRA

Straight Talk On Retirement 12/24/2022 18.01.2023

Straight Talk On Retirement 12/24/2022 by Straight Talk on Retirement | JBL Financial

Helping Your Kids in Retirement 28.12.2022

Helping Your Kids in Retirement by Straight Talk on Retirement | JBL Financial

Paying Off Your Mortgage 28.12.2022

Paying Off Your Mortgage by Straight Talk on Retirement | JBL Financial

Straight Talk On Retirement 11/05/2022 26.11.2022

Straight Talk On Retirement 11/05/2022 by Straight Talk on Retirement | JBL Financial

Straight Talk on Retirement 10/29/2022 21.11.2022

Straight Talk on Retirement 10/29/2022 by Straight Talk on Retirement | JBL Financial

Straight Talk on Retirement 10/22/22 17.11.2022

Straight Talk on Retirement 10/22/22 by Straight Talk on Retirement | JBL Financial

Straight Talk on Retirement 09/24/2022 07.11.2022

Straight Talk on Retirement 09/24/2022 by Straight Talk on Retirement | JBL Financial

Straight Talk on Retirement 9/17/2022 25.10.2022

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Dividend payments are not guaranteed and may be reduced or eliminated at any time by the company.

Straight Talk on Retirement 09/10/2022 13.10.2022

Straight Talk on Retirement 09/10/2022 by Straight Talk on Retirement | JBL Financial

Straight Talk on Retirement 10/01/2022 13.10.2022

Straight Talk on Retirement 10/01/2022 by Straight Talk on Retirement | JBL Financial

How do I roll over my pension? 27.09.2022

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Securities offered through LPL Financial, member FINRA/SIPC finra.org sipc.org. Investment advice offered through P...

FAQ Can the pharmacy change prices AFTER I sign up for a plan? 06.09.2022

This episode's question: "Can the pharmacy change prices AFTER signing up for a health plan?" Jeff and Erin answer this question to help navigate our Medicare listeners through this question. Have a question for Jeff & Erin? Emailerin.lapidus@lpl.com or ask here: www.jblfinancial.com/contact DISCLOSURE: Securities are offered through LPL Financial, a member FINRA/SIPC. Investment advice is off...

Should I Retire In A Bear Market? 06.09.2022

This episode's question: "Should I Retire in a Bear Market?" Jeff and Erin answer this question to help navigate viewers through this common problem when changing jobs. Have a question for Jeff & Erin? Emailerin.lapidus@lpl.com or ask here: www.jblfinancial.com/contact DISCLOSURE: Securities are offered through LPL Financial, a member FINRA/SIPC. Investment advice is offered through Private Ad...

What should I do with my old 401(k)? 06.09.2022

This episode's question: "I just started a new job. What should I do with my old 401(k)?" Jeff and Erin answer this question to help navigate viewers through this common problem when changing jobs. Have a question for Jeff & Erin? Emailerin.lapidus@lpl.com or ask here: https://www.jblfinancial.com/contact DISCLOSURE: Securities are offered through LPL Financial, a member FINRA/SIPC. Investment...

Straight Talk on Retirement 6/25/22 11.07.2022

Straight Talk on Retirement 6/25/22 by Straight Talk on Retirement | JBL Financial

Straight Talk on Retirement 6/11/22 28.06.2022

DISCLOSURE: Insurance products offered through LPL Financial or its licensed affiliates. Franklin Ellis is solely an insurance only representative and does not provide any financial advice or services.

Straight Talk 06/18/22 22.06.2022

Straight Talk 06/18/22 by Straight Talk on Retirement | JBL Financial

Straight Talk on Retirement 5/21/22 15.06.2022

DISCLOSURE: Insurance products offered through LPL Financial or its licensed affiliates. Franklin Ellis is solely an insurance only representative and does not provide any financial advice or services.

Straight Talk on Retirement 4/30/22 17.05.2022

DISCLOSURE: Insurance products offered through LPL Financial or its licensed affiliates. Franklin Ellis is solely an insurance only representative and does not provide any financial advice or services.

Straight Talk on Retirement 4/2/22 16.05.2022

DISCLOSURE: Insurance products offered through LPL Financial or its licensed affiliates. Franklin Ellis is solely an insurance only representative and does not provide any financial advice or services.

Straight Talk on Retirement 2/26/22 07.04.2022

DISCLOSURE: Insurance products offered through LPL Financial or its licensed affiliates. Franklin Ellis is solely an insurance only representative and does not provide any financial advice or services.

Straight Talk on Retirement 2/19/22 07.04.2022

DISCLOSURE: Insurance products offered through LPL Financial or its licensed affiliates. Franklin Ellis is solely an insurance only representative and does not provide any financial advice or services.

Straight Talk on Retirement 2/12/22 07.04.2022

DISCLOSURE: Insurance products offered through LPL Financial or its licensed affiliates. Franklin Ellis is solely an insurance only representative and does not provide any financial advice or services.

Straight Talk on Retirement 2/5/22 07.04.2022

DISCLOSURE: Insurance products offered through LPL Financial or its licensed affiliates. Franklin Ellis is solely an insurance only representative and does not provide any financial advice or services.

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