Securities are offered through LPL Financial, member FINRA/SIPC. Investment advice is provided through Private Advisor Group, a Registered Investment Advisor. JBL Financial Services Inc. and Private Advisor Group are separate entities from LPL Financial. The content of this show is for general informational purposes and not specific to individual advice or recommendations. Historical performance is not a guarantee of future results, and all indices are unmanaged and cannot be invested into directly. Consult with your attorney or tax advisor for personalized guidance on legal or tax matters. Please note, insurance coverage depends on factors like health, occupation, and lifestyle, as determined by the insurance provider. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CO, FL, GA, IL, IN, MO, MN, NC, TN, TX, KY, OH, SC, IA.
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Episodes
Saturday Nov 26, 2022
Saturday Nov 26, 2022
Straight Talk On Retirement 11/05/2022 by Straight Talk on Retirement | JBL Financial
Monday Nov 21, 2022
Monday Nov 21, 2022
Straight Talk on Retirement 10/29/2022 by Straight Talk on Retirement | JBL Financial
Thursday Nov 17, 2022
Thursday Nov 17, 2022
Straight Talk on Retirement 10/22/22 by Straight Talk on Retirement | JBL Financial
Sunday Nov 06, 2022
Sunday Nov 06, 2022
Straight Talk on Retirement 09/24/2022 by Straight Talk on Retirement | JBL Financial
Tuesday Oct 25, 2022
Tuesday Oct 25, 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.
Thursday Oct 13, 2022
Thursday Oct 13, 2022
Straight Talk on Retirement 09/10/2022 by Straight Talk on Retirement | JBL Financial
Thursday Oct 13, 2022
Thursday Oct 13, 2022
Straight Talk on Retirement 10/01/2022 by Straight Talk on Retirement | JBL Financial
Tuesday Sep 27, 2022
Tuesday Sep 27, 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 Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and JBL Financial Services Inc., are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Tuesday Sep 06, 2022
Tuesday Sep 06, 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 offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and JBL Financial Services Inc., are separate entities from LPL Financial.
Tuesday Sep 06, 2022
Tuesday Sep 06, 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 Advisor Group, a Registered Investment Advisor. Private Advisor Group and JBL Financial Services Inc., are separate entities from LPL Financial.
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