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
Wednesday Feb 14, 2018
Wednesday Feb 14, 2018
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 investing.
Wednesday Feb 14, 2018
Wednesday Feb 14, 2018
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 investing
Wednesday Feb 14, 2018
Wednesday Feb 14, 2018
Do you feel like you started saving too late? You may think again after you hear Jeff's perspective...
Sunday Feb 04, 2018
Sunday Feb 04, 2018
Need more help? Watch our tutorial: https://www.youtube.com/watch?v=5E-Nozs3QbU
Sunday Feb 04, 2018
Sunday Feb 04, 2018
Is Longterm Care Similar To Disability Insurance? Find Out! by Straight Talk on Retirement | JBL Financial
Saturday Feb 03, 2018
Saturday Feb 03, 2018
Guarantees are based on the claims paying ability of the issuing company.
Friday Jan 26, 2018
Friday Jan 26, 2018
Let this picture speak for itself. As Jeff say's, "John Mellencamp Status", but ALMOST Mick Jagger Status...
This is a hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in this 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.
Saturday Jan 20, 2018
Saturday Jan 20, 2018
They are READY to go and plan to retire in August. Joe has a pension of $900 a month, both social securities are about $3700 a month. How did they come up with that number and what are their cash flow needs to make their retirement happen? Jeff and Erin break down the rules and regulations regarding their benefits to see if they meet Rockstar criteria.
This is a hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in this 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
Monday Jan 15, 2018
Monday Jan 15, 2018
David emailed in and he wants to come visit the office to see if he's a rockstar. He's very close to retirement and wants to know if he should move his investments to cash. Is this a good thing to do?
This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this 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
Monday Jan 08, 2018
Monday Jan 08, 2018
Do you know if you are on the right track to rockstar status? Tom and Louise are continuing to work until their Medicare eligible. As most folks know, healthcare is expensive. Jeff breaks down their monthly expenses, social security, and pension, and decides if they are on the right track to comfortably retire.
This is a hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in this 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.
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