Jones Financial Talk

We all have a different risk tolerance when it comes to our money, especially our retirement savings and investments. In this episode we discuss emotional investing and how to avoid it.

In this episode we talk about the financial landscape with banks, the market and what it all means for you. We also talk about the importance of controlling debt.

During this episode we’re going to discuss the importance of enhanced planning in relation to finances, taxes, and family life. This includes estate planning, legacy planning and more.

During this show, we’re going to highlight some potential tax breaks for those older than 50 as well as ways older people may be able to reduce their taxes in retirement.

During this show we discuss some of the things you should know about Medicare and many of the changes happening this year.

This week we examine the FIRE, or Financial Independence, Retire Early, movement as well as how you can stay active during retirement.

During this show, we’ll look at various ways you may be able to save money when it comes time to take your retirement withdrawals.

During this episode, we’re going to discuss some retirement tips for the coming year that may have you looking ahead to your post-work life with more confidence.

The new Secure Act 2.0 has many changes that can and will affect your financial plans. We go over them in this week's show.

Nick from Jones Financial Talk and Bill from The Big O Money Show are at a conference in Las Vegas and along with Tony Shore, they all talk about the Secure Act 2.0, how to manage taxes in retirement, and talk a little bit about gambling but not participating in it.

During this episode, we’re going to take a deep dive into long-term care insurance — what it is, how important it is, and what it may cost.

In this episode we discuss changes in Social Security in the new year and also tips and strategies to deal with the market.

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.