Straight Talk on Retirement with JBL Financial

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

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

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

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

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

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

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

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

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 by Straight Talk on Retirement | JBL Financial

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

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...

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...

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...

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 by Straight Talk on Retirement | JBL Financial

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 by Straight Talk on Retirement | JBL Financial

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.

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.

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.

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.

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.

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.

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.