Jones Financial Talk
180 episodes - English - Latest episode: 27 days ago - ★★★★★ - 3 ratingsSmall changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Episodes
Eye-Popping Retirement Statistics
June 13, 2021 05:00During this episode, we’re going to examine financial statistics that may surprise you, scare you, or inspire you to readjust your own financial strategy.
Medicare Premiums and Your Retirement Strategy
June 06, 2021 05:00During this episode, we’re going to examine some of the financial changes coming to Medicare in 2021, as well as some general insights and advice into this essential retirement tool.
Your Financial Time Machine Is Already Here
May 30, 2021 05:00During this episode, we’re going to discuss some of the financial insights and lessons you’ve learned during your life and how you can put that information to work helping your kids and grandkids make their own financial strategies stronger.
Are You Ready for Inflation?
May 23, 2021 05:00Inflation is a concern for some people in retirement. Let’s discuss the current inflation news and then examine ways you can build a budget and a retirement strategy that may offer some degree of protection against inflation.
Grow Your Financial Garden
May 16, 2021 05:00During this episode, we’re going to discuss how you can grow the kind of financial garden that provides consistent retirement income while also stabilizing your finances long before you retire.
Find YOUR Retirement Lifestyle
May 09, 2021 05:00During today’s episode, we’re going to discuss some of the common preferred retirement lifestyles and what you can do to make one of them a reality for you.
Understanding 401(k)s
May 02, 2021 05:00During 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).
What the American Rescue Plan Means for You
April 25, 2021 05:00During 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.
Breaking down the Biden tax plan
April 25, 2021 05:00We 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.
Surprising Retirement Facts You Probably Don’t Know
April 11, 2021 05:00During 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.
What to Do Instead of Worrying about COVID-19
March 07, 2021 06:00The 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.
Measuring Your Reaction to Market Volatility
February 28, 2021 06:00Kiplinger and Personal Capital recently teamed up on a poll to see how Americans react to market volatility. How do you stack up?
Protect Your Finances from Recessions
January 24, 2021 06:00When 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.
Procrastination and Retirement
January 24, 2021 06:00It may be time for a procrastination intervention when it comes to your retirement strategy. What do you need to do first?
COVID-19 financial strategies
January 24, 2021 06:00While dealing with the COVID-19 economy, you may be able to stabilize your finances by setting clear financial goals, setting priorities and more.
Avoid Common Retirement Strategy Mistakes
January 24, 2021 06:00In 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.
A Guide to Roth IRAs
January 24, 2021 06:00Roth 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.
How to Get Over Your Retirement Fears
January 17, 2021 06:00During 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.
The Pros and Cons of Retiring on the Road
November 08, 2020 06:00During 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.
Your Guide to Medicare (2020-21 Update)
October 04, 2020 05:00Do 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.
How to Stay Healthy and Enjoy Retirement
September 20, 2020 05:00When 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.
Preparing for Retirement as a Couple
August 16, 2020 05:00Looking 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.
Don’t Neglect Legacy Planning
June 28, 2020 05:00For 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.
Don’t Fall for Financial Myths
June 21, 2020 05:00Many 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.
Take the Time to Get Your Finances in Order
June 07, 2020 05:00With 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.
Protect Your Retirement in the COVID-19 Economy
May 03, 2020 05:00In 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.
Your Guide to the CARES Act
April 19, 2020 05:00The 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.
The SECURE Act: Changes to IRAs
January 12, 2020 06:00Congress 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.
Tips for the Unprepared Retiree
December 08, 2019 06:00Not everyone is prepared for retirement. How will you make up the difference? Do you have a plan? This episode looks at potential options, tips and tricks to address being unprepared.
Healthcare Costs and Strategies in Retirement
December 01, 2019 06:00Healthcare in retirement is expensive. But there are strategies to deal with this and mistakes to avoid. In this episode we explore those and give helpful tips to deal with this and plan for it.
Market Watch and Forecast
November 24, 2019 06:00In this show Herstle welcomes the president of Gradient Investments, Mike Binger. Mike and Herstle look at where the market has been and where it might be going in the future. They also talk about how the market is affected by politics and the economy.
Tips to Reduce Spending and Avoid Wasteful Spending
October 19, 2019 05:00How can you adjust your spending to save more to meet your financial goals? Are you spending money in a wasteful way? In this show we talk about some helpful tips to help you accomplish that.
Examining Retirement Realities
October 06, 2019 05:00This episode looks at some hard retirement facts that are often overlooked. Have you missed or ignored these uncomfortable truths?
Money and Relationships
September 22, 2019 05:00Money and relationships. At times they can feel a bit like oil and water. What steps can you take to avoid chaos and stress when it comes to discussing and managing finances?
Retirement Communities, Wealth Building & Budget
September 08, 2019 05:00This episode’s three segments focus on questions about preparing to choose and move to a retirement community, simple wealth building moves that you need to know and tips and suggestions for creating a retirement budget.
Avoid Phone Scams/What are Tariffs?
August 04, 2019 05:00This episode focuses on two topics have recently been in the news Phone Call Scams and Tariffs. Do you know as much as you should about either topic?
Shocking Retirement Statistics and Mistakes
July 28, 2019 05:00This episodes examines some statistics about retirement that may catch you off guard. We will also examine some retirement mistakes and discuss ways to avoid committing those mistakes in your retirement strategy.
Feelings and Finances
July 21, 2019 05:00This episode examines the connection between your emotions and your financial life. Looking at tips and options to keep your finances safe from your emotional rollercoaster.
Is Your Retirement Prepared for a Bear Market
July 14, 2019 05:00Defining what a Bear Market is and addressing the stages and causes. Also, strategies designed to help keep your retirement safe from a bear market.
The Cost of Financial Procrastination
July 07, 2019 05:00This episode examines some of the biggest dangers of putting off creating a financial strategy for retirement, including budgeting, long-term care and sharing your financial story with your beneficiaries.
The Seven Deadly Sins of Retirement Planning
June 30, 2019 05:00This episode looks at two different sets of the seven deadly sins of retirement planning. How many are you guilty of? We talk about what they are and how to avoid them.
Increase Happiness & Get Ahead at Work
June 16, 2019 05:00Your job is the engine of your wealth accumulation machine. This episode looks at ways to increase your happiness at work, to improve your productivity at work. And what to do with the pay increase that comes from being a happy and productive worker.
Creating a Retirement Plan
June 09, 2019 05:00Pensions are disappearing. What can you do to make sure that you have adequate monthly income in retirement? Listen to this podcast to learn more about retirement preparation
Questions about a Phased Retirement
June 02, 2019 05:00A podcast examining the disconnects between workers and employers when it comes to phased retirement options. How long do workers expect to work? Do companies have programs in place to help workers transition into retirement and also avoid internal transitional chaos?
Financial Challenges for Women in Retirement
May 05, 2019 05:00This episode talks about the financial challenges for women in retirement and options for addressing those challenges.
Ways to Maximize Your Retirement Investments
April 28, 2019 05:00Discussing some options to maximize your retirement process and investments. In this episode we talk about ways to possibly increase your investments so you'll have the income you need in retirement.
5 Traits of Successful Teams
March 24, 2019 05:00In this episode we talk about what makes teams successful and how you can use those traits to make sure your retirement strategy is set up to succeed and meet your long-term goals.
Triathlon of Life
March 17, 2019 05:00Looking at the three stages of life and how retirement is its own race, not the finish line.
What if You Never Plan to Retire?
March 10, 2019 06:00Many workers today believe that they’ll keep working until they’re seventy five or older. In this episode we talk about how to intelligently financially plan even if you don’t intend to retire.
All About Annuities
February 17, 2019 06:00Annuities can be confusing because they have many different options and uses. So today, we’re going to help simplify annuities and give you the pros and the cons.