Jones Financial Talk

During this episode, we’ll examine some of the most commonly overlooked financial strategy steps and what you can do to avoid them.

There are a lot of misconceptions about Social Security. We talk about what those are and how to possibly maximize your Social Security.

During this episode, we’ll look at what annuities are, there plusses and minuses, and whether they’re a good fit for your financial strategy.

During this episode, we’ll first examine some of the ways that Roth IRAs may be a good fit for certain financial strategies before pivoting to discussing some of the prominent financial scams that are currently making the rounds.

The possibility of a coming bear market has been in the news a lot lately, so during today’s episode we’re going to discuss what a bear market is and what you can do to help prepare yourself — and your assets — for one.

In this show we discuss what can be done to help deal with the current market volatility and what it means.

Legacy planning is important because you don't want to leave your loved ones in a bad situation. In this episode we look at tips and strategies to get a solid legacy plan in place.

You have to have a financial plan in place for income in retirement. In this episode we look at tips and strategies to help you have a successful and lasting income in retirement.

How much risk to you have in your portfolio and retirement accounts? We look at ways to manage risk and the importance of asset allocation.

Do you need a financial planner? In this episode we talk about the importance of working with a financial services professional and how to find the right one.

In this episode we talk about mistakes to avoid with your 401(k) as well as tips to deal with rising inflation.

During this episode, we’re going to examine how you may be able to increase your Social Security payment as well as what you should know about 401(k) early withdrawal penalties.

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.