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
Sunday Aug 26, 2018
Sunday Aug 26, 2018
Sunday Aug 26, 2018
Sunday Aug 19, 2018
Sunday Aug 19, 2018
Still need more help navigating Medicare as you enter retirement? Learn more here: http://info.jblfinancial.com/transitioning-to-medicare-from-company
Sunday Jun 24, 2018
Sunday Jun 24, 2018
Listen in to what Jeff describes as the "official" grown-up age - and all the fun stuff that comes along with it...
Sunday Jun 24, 2018
Monday Jun 11, 2018
Monday Jun 11, 2018
This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
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.
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. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.
Friday Jun 01, 2018
Friday Jun 01, 2018
We're talking MILK MONEY! Tune in to hear tips on how to blow it out of the park for your retirement gameplan.
The case studies 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. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing.
Thursday May 31, 2018
Thursday May 31, 2018
The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
Investing in mutual funds involves risk, including possible loss of principal.
Thursday May 31, 2018
Thursday May 31, 2018
Do you want more information on how we weave insurance planning into your overall retirement gameplan? Erin breaks down questions we ask and how we make it all fit!
Guarantees are based on the claims paying ability of the issuing company. The case studies are hypothetical situations 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.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
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