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
Spending Less in Retirement
February 03, 2019 06:00Many people forget to consider how much they’ll be spending in retirement. In this episode we’re going to talk about your retirement spending tips and, more importantly, spending less..
Retirement Conversations for Couples
January 27, 2019 06:00Communication is key to any relationship. However, it might be especially critical in a marriage. Today we’re going to talk about 5 Retirement Issues couples need to talk about,
Qualified vs. Non-Qualified Money
January 20, 2019 06:00In this episode we’re going to dive into the topic of qualified money versus non-qualified money and the possible tax treatment on both types of accounts.
Rollover Precautions
December 23, 2018 06:00Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.
What you Should Know about 529 Plans
December 16, 2018 06:00Student load debt is a serious problem for many people, including students, parents and even grand parents. In this show we talk about one possible solution.
Solutions for Common Retirement Fears
December 09, 2018 06:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Celebrities Legacy Planning Mistakes
November 25, 2018 06:00Not getting around to legacy planning can have long-term ramifications. We are going to look at some celebrities who made legacy planning mistakes that had long-term ramifications for their heirs.
5 Steps to Prep for a Better Retirement in your Sixties
November 18, 2018 06:00Today we are going to talk about some steps to improve your retirement when you are 60 or older. We will work through each of the five tips and talk about how they can help and apply to you and your retirement plans.
6 Downsizing Myths to be Aware of in Retirement
November 11, 2018 06:00When it comes to downsizing, there are a lot of options. In this show we discuss strategies and options and how downsizing can help you with your income in retirement.
Surprising Ways to Boost Your Savings and Retirement Income
November 04, 2018 05:00Listen in to this episode for some great tips on how to help increase your savings and retirement income!
How to Reset Retirement Plans to Weather a Downturn
October 28, 2018 05:00The next market downturn may be right around the corner and you need to be prepared. Make sure your finances are ready the storm with helpful tips and strategies in today's show.
Market Performance with Jeremy Bryan
October 07, 2018 05:00In this episode Herstle welcomes a special guest, Gradient Investments Portfolio Manager, Jeremy Bryan. They discuss the current market and investment trends. with information to help you with your portfolio.
The Financial Caddie and You
September 30, 2018 05:00The best golfers rely on their caddies to have a great golf game plan. If you want to have a great financial game plan you need a great financial caddie. We talk about why and what they can offer with a lot of great tips to help you get your finances in order.
10 Tips to Control Expenses in Retirement
September 23, 2018 05:00Retirement is different for everyone. Some individuals retire just as they expected, others have retirement come earlier than expected through layoffs or a corporate restructuring. No matter how your retirement begins, controlling your expenses during retirement is important for any retiree. Today we talk about 10 tips to help you with this.
401(k) During a Job Change
September 16, 2018 05:00What do you do with that 401(k) or retirement account when you change jobs. There are options, some better than others. Listen in as we discuss which options might be best for you.
Do Couples Work Together to Prepare for Retirement?
September 09, 2018 05:00Planning for retirement as a couple can be a unique challenge. In this episode we discuss retirement planning tips and strategies for retirement.
Ways to Avoid Returning to the Workforce after Retirement
August 26, 2018 05:00You don't want to retire and then be forced to return to work because of your finances. It happens a lot, usually because of a lack of planning. In this show we go over tips to help you make sure this doesn't happen.
Debt Danger
August 19, 2018 05:00Debt Danger Will Robinson! Don't let debt get you down. You need to avoid and pay down debt going into retirement. In this show we talk about strategies to help you deal with debt.
Managing the Hidden Costs of Retirement
August 12, 2018 05:00Don't get caught off guard and unprepared by hidden costs in retirement. In this show we discuss many of the financial surprises awaiting you in retirement and how to plan ahead for them.
Weather the Heat in Retirement
July 29, 2018 05:00In this show we talk about dealing with the heat... the physical heat and the heat that fears of finances and retirement may cause.
Financial Well Being
July 22, 2018 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Financial Responsibility in Retirement
July 15, 2018 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Prepare to Board the Flight
July 08, 2018 05:00You need to be prepared to make it through security and make your flight on time these days. You also need to make sure you're prepared for all of the financial changes you will have to face. In this show we discuss those changes and strategies to help you deal with them.
Living to Age 100 and Beyond!
July 01, 2018 05:00Living longer is becoming more and more common. That creates a need for a change in the way you plan for retirement. Listen in as we discuss strategies to deal with this.
Finding your Financial Sherpa
June 24, 2018 05:00What does a Sherpa and mountain climbing have to do with your finances? Listen in and find out!
Schedule Your Retirement Check-Up
June 17, 2018 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Prepare for Your Greatest Game
June 10, 2018 05:00Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Preparing your Retirement Garden
May 27, 2018 05:00Getting your finances in order and coming up with a plan for retirement can be a lot like gardening. Find out how in this episode!
Planning Your Legacy
May 20, 2018 05:00Legacy planning is a must, but what is it and how do you get started? On todays show Rob and Lori give you the information you need to get started with your own financial legacy plan and talk about just how important this is for everyone.
Are You Financially Literate
May 13, 2018 05:00What you don't know about your finances could be costing you a lot of money and may cost you your retirement. Listen in as we discuss the problem and the solutions to help get you on track.