Jones Financial Talk

During today’s episode, we’re going to look at two critical subjects: establishing a charitable trust and retirement wealth gaps.

During this episode, we’re going to discuss how you may be able to better handle economic volatility and Medicare’s long-term future.

During this episode we’ll spend time talking about preparing to be an executor of an estate and then we’ll pivot to discussing long-term care insurance.

During this episode, we’re going to first address some of the most common myths about Social Security before pivoting to a discussion about some of the lesser known services that Social Security provides.

During this show, we’re going to first look at some of things you need to know about RMDs and then in our final segment we’ll discuss some of the financial mistakes that could put your retirement at risk.

How can you deal with rising inflation? In this episode Nick covers key tips and strategies to help you hedge against inflation.

During this episode, we’re going to look at tax issues to be aware of in 2022 as well as broader tax insights that apply anytime.

In this episode Nick details what you need to do if you lose or leave your job while in your 50's.

In this episode Nick talks about the most important things to know to successfully plan for your retirement.

During this episode, we’re going to examine some of the ways you can prepare yourself – and your financial strategy – for the taxes you may face during your retirement.

What happens if you leave a job or are considering rolling your 401(k) over? Today we tackle this question and more regarding your 401(k) or 403(b).

During this episode, we’re going to look at some of the ways the semi-retired — rather than the fully retired — lifestyle may be a step for not only your financial strategy but for your physical and emotional well-being.

During this episode, we’re going to share Medicare insights and updates that will be useful for people already enrolled in Medicare and for those approaching their enrollment window.

Roth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.

During this episode, we’re going to break down the recent news that Social Security’s Cost of Living Adjustment will go up by 5.9 percent in January 2022. We’ll also look at some Social Security and retirement strategies.

During this episode, we’ll discuss some of the critical things that life insurance beneficiaries should know, including what happens if a policy has lapsed and when you can expect to receive your payout. Additionally, we discuss some of the pros and cons of both permanent and term life insurance.

During this episode, we’ll be taking a close look at annuities to define exactly what they are, how they work, how much they cost and how to determine if they may fit your overall financial strategy. While an annuity may be able to provide lifetime income, there’s plenty of nuance, as well as risks, that you should be aware of.

During this show, we’ll be discussing developing a strategy for retirement after a divorce. Divorce is a reality for millions of Americans, and there are steps you can take that could make a big difference when it comes to your financial well-being.

During this episode, we’re going to highlight some common financial scams and what you can do to better protect yourself and your money.

On this episode, we’re going to discuss two important upcoming dates: The fall Medicare open enrollment period that begins Oct. 15 and Estate Planning Awareness Week, which begins Oct. 18.