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

Why Be A Groupie When You Can Be THE Rockstar?! 05.06.2019 6:04

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 investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing. The case studies are situations are hypothetical situation based on real life examples...

Why Take All Your Chips To The Casino If You Don’t Have To? 21.05.2019 6:27

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 investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing. Investing involves risk including loss of principal.

Social Security Disability Claims 25.03.2019 3:35

Should You Take The Buy Out? 18.03.2019 14:28

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 investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing. Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice off...

Your Survivor Gameplan: No Need To Purchase Product Without A Purpose 12.03.2019 11:30

Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through JBL Financial, a registered investment advisor. JBL Financial and Jeff Lapidus are separate entities from LPL Financial. 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 inves...

Your Finance, Medical, And Survivor Game Plan 25.02.2019 9:20

Mutual fund involves risk including loss or principal 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 investing. JBL Financial and LPL Financial do not provide legal advice or ser...

Rockstars Of The Week: More Money, Less Husband! 20.02.2019 11:29

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...

Pros And Cons of Life Insurance Contracts 30.12.2018 5:18

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. W...

Rockstars Of The Week: Because Tears Of Joy Are Real 18.09.2018 9:30

Episode 5: A Gameplan For Long Term Care Expenses 26.08.2018 53:43