Straight Talk on Retirement with 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 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.

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.

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.

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 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.