Episodes
Dec 22, 2017
Dec 22, 2017
10 min
Paul, Sales Manager, is retiring alongside his wife, Linda, Computer Analyst. They are super savers - don't have pension plans, not taking social security benefits until normal retirement age with no mortgage debt, no credit card debt, and - oh my god - no student loan debt they are paying for children! Find out why they are Retirement Rockstars.
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
Dec 20, 2017
Dec 20, 2017
17 min
"The new bill is like a buffet - not five-star dining by any means, but a little bit of something for everyone."
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.
Dec 13, 2017
Dec 13, 2017
2 min
Erin and Jeff crack light-hearted jokes with calle, John, while answering multiple questions on potential disability benefits. Tune into Straight Talk on Retirement to hear more Saturday's at 10:00 A.M on the Big 550 KTRS.
Dec 13, 2017
Dec 13, 2017
10 min
What are the criteria Erin uses to recommend a plan to supplement medical coverage? Ideally, a plan where all physicians and prescriptions fit best. Listen to more.
Dec 13, 2017
Dec 13, 2017
9 min
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Dec 13, 2017
Dec 13, 2017
6 min
A commonly asked question - how is my mix of stocks, bonds, and cash? Am I positioned in a successful way for retirement?
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.
The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change.
Nov 22, 2017
Nov 22, 2017
1 min
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.
Nov 20, 2017
Nov 20, 2017
5 min
What is the process of moving my 401k to a self directed IRA, and do I have to pay taxes? by Straight Talk on Retirement | JBL Financial
Nov 20, 2017
Nov 20, 2017
5 min
As we begin this New Year, Jeff reflects on some things he's learned most over the years - from client habits to technological changes.
Nov 20, 2017
Nov 20, 2017
1 min
The two most important things Jeff has learned from his clients over the years.
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.