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 Aug 23, 2017
Monday Aug 21, 2017
Monday Aug 21, 2017
What IS the best route to go? Jeff, the Retirement Coach, explains how to truly understand the differences and consequences on Straight Talk on Retirement
Monday Aug 21, 2017
Monday Aug 21, 2017
Are you about to start taking your RMD's? Listen to this advice if you have a few financial conflicts looming around your start date.
Monday Aug 21, 2017
Monday Aug 21, 2017
Jeff and Erin break down all you need to know about your insurance plans.
Monday Aug 21, 2017
Monday Aug 21, 2017
Aetna and Coventry health care are separate entities from LPL Financial
Friday Aug 18, 2017
Friday Aug 18, 2017
A plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages. For balance, please add the following to include each option below:
• Leave the money in his/her former employer’s plan, if permitted;
• Roll over the assets to his/her new employer’s plan, if one is available and rollovers are permitted;
• Roll over to an IRA; or
• Cash out the account value
To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.
Wednesday Aug 09, 2017
Wednesday Aug 09, 2017
Want some more information on how we "coach"? One of our favorite call in clients, Sal, joins us!
Thursday Jul 27, 2017
Thursday Jul 27, 2017
Joe and Paul recently compared their retirement plans to take a look at the better option.
Thursday Jul 27, 2017
Thursday Jul 27, 2017
Take the First Step Towards a Confident Retirement With JBL Financial
Are you feeling overwhelmed by the complexities of retirement planning? Do you find yourself unsure about where to start or how to make smart financial choices for your future? We understand the challenges you face when it comes to retirement. That's why we offer personalized retirement coaching to guide you every step of the way.
With a team of certified professional retirement coaches and counselors, we are here to provide you with the knowledge, support, and guidance you need to understand the complexities of retirement planning.
Don't wait—reach out and let's start planning for your future now.