Jones Financial Talk

January seems to come around much sooner than we expect it to. To reach your financial goals, you’ll want to start the year strong. We talk about what you need to have on your year-end financial check list.

During this episode, we’re going to examine the cost changes coming to Medicare in 2023 as well as what people need to know about the open enrollment period.

During this episode, we’ll take a thorough look at Social Security survivor benefits and what your ideal filing age may be.

During this episode, we’re going to discuss two essential 401(k) issues: the importance of vesting and steps you can take to max your 401(k) out.

During this episode, we’re going to examine and discuss some of the most common legacy planning mistakes and how they may be holding your own plan back.

During this episode, we’ll take a high-level look at the recently signed into law Inflation Reduction Act and its potential impact on Medicare recipients and taxpayers.

During this episode, we’re going to provide some of the core reasons you should be cautious and thoughtful about jumping into an early retirement.

During this show, we’ll examine the five types of insurance you’ll likely want to include in your financial strategy.

During this episode, we’ll examine some of the most commonly overlooked financial strategy steps and what you can do to avoid them.

There are a lot of misconceptions about Social Security. We talk about what those are and how to possibly maximize your Social Security.

During this episode, we’ll look at what annuities are, there plusses and minuses, and whether they’re a good fit for your financial strategy.

During this episode, we’ll first examine some of the ways that Roth IRAs may be a good fit for certain financial strategies before pivoting to discussing some of the prominent financial scams that are currently making the rounds.

The possibility of a coming bear market has been in the news a lot lately, so during today’s episode we’re going to discuss what a bear market is and what you can do to help prepare yourself — and your assets — for one.

In this show we discuss what can be done to help deal with the current market volatility and what it means.

Legacy planning is important because you don't want to leave your loved ones in a bad situation. In this episode we look at tips and strategies to get a solid legacy plan in place.

You have to have a financial plan in place for income in retirement. In this episode we look at tips and strategies to help you have a successful and lasting income in retirement.

How much risk to you have in your portfolio and retirement accounts? We look at ways to manage risk and the importance of asset allocation.

Do you need a financial planner? In this episode we talk about the importance of working with a financial services professional and how to find the right one.

In this episode we talk about mistakes to avoid with your 401(k) as well as tips to deal with rising inflation.

During this episode, we’re going to examine how you may be able to increase your Social Security payment as well as what you should know about 401(k) early withdrawal penalties.