Jones Financial Talk

During this episode, we’re going to really break down 401(k) so that listeners can gain a deeper understanding of their importance. We’ll also discuss way to maximize your 401(k).

We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.

During this episode, we’re going to do a deep analysis of the recently passed American Rescue Plan. In our final segment, we’ll address some good post-pandemic budgeting options.

During this episode, we’re going to illuminate some potentially surprising facts and figures about retirement. And, to make things a little more fun, we’re going to intersperse some fascinating facts about some of our most beloved movies.

The coronavirus disease has dominated the news cycle for the past few weeks and it’s not going away. Instead of letting that get you down, here are some things you can do to respond and prepare your retirement strategy.

During this episode, we’re going to look at some of the common financial fears that people nearing retirement often experience and how they can be overcome. In the final segment, we’ll discuss how you can develop a savings target for retirement.

During this episode, we discuss the various pros and cons of living full-time in an RV after you retire. For many people, life in an RV can be a grand adventure but there are potentially significant drawbacks.

Do you have questions about Medicare? This episode looks at each of the different parts of Medicare: Part A, Part B and gives you tips and strategies for your Medicare and healthcare planning.

When you’re planning for retirement, it can be easy to think of your retirement date as the ultimate goal. But the reality is, your plan should address your retirement lifestyle. After all, your retirement could last 20 or 30 years, so you should have a strategy for things like your health and fitness, socialization and travel. A comprehensive strategy can better position you to enjoy the kind of retirement you’ve always wanted.

Looking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, with some honest conversations and comprehensive strategizing, couples can view their impending retirement with confidence.

For many people, going through the legacy planning process can seem overwhelming. But by being proactive, and keeping the process simple, you can ensure that your assets are distributed in the manner that you envision.

Many people have come across financial myths, whether they’re about a current financial situation or something more general like Social Security, Medicare, or retirement. This episode will help listeners cut through the noise and separate myth from reality.

With millions of Americans currently working from home as the world deals with the coronavirus pandemic, it’s a good time to take control of our finances to better prepare for a strong financial future.

While dealing with the COVID-19 economy, you may be able to stabilize your finances by setting clear financial goals, setting priorities and more.

When the economy is in flux, you may be able to reduce your stress and increase your peace of mind by following steps that may position you to better protect your finances so you can weather the conditions.

In times of economic uncertainty, there can be tremendous value in examining your retirement income strategy to make sure you aren’t falling victim to one or more of the common retirement strategy mistakes that can upend your hopes and goals for retirement.

In times of tremendous economic upheaval, you can take steps to tighten your budget and reduce your monthly bills. At the same time, there are also measures you can take right now to better protect your retirement.

The federal government’s Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in March of 2020. It comes with several loans and grants as well as new and adapted rules and regulations. Find out what it might mean for you.

Kiplinger and Personal Capital recently teamed up on a poll to see how Americans react to market volatility. How do you stack up?

Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.