Jones Financial Talk

  • Author: Vários
  • Narrator: Vários
  • Publisher: Podcast
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Synopsis

Herstle Jones - Financially Tuned

Episodes

  • Top Planning Tips for Your Retirement Strategy

    16/01/2022

    In this episode Nick talks about the most important things to know to successfully plan for your retirement.

  • Preparing for taxes in retirement

    09/01/2022

    During this episode, we’re going to examine some of the ways you can prepare yourself – and your financial strategy – for the taxes you may face during your retirement.

  • All About 401(k) Rollovers

    19/12/2021

    What happens if you leave a job or are considering rolling your 401(k) over? Today we tackle this question and more regarding your 401(k) or 403(b).

  • Is a semi-retired life right for you?

    12/12/2021

    During this episode, we’re going to look at some of the ways the semi-retired — rather than the fully retired — lifestyle may be a step for not only your financial strategy but for your physical and emotional well-being.

  • Medicare insights and updates

    05/12/2021

    During this episode, we’re going to share Medicare insights and updates that will be useful for people already enrolled in Medicare and for those approaching their enrollment window.

  • A guide to Roth IRAs

    28/11/2021

    Roth 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.

  • Social Security COLA is on the rise

    21/11/2021

    During this episode, we’re going to break down the recent news that Social Security’s Cost of Living Adjustment will go up by 5.9 percent in January 2022. We’ll also look at some Social Security and retirement strategies.

  • What You Should Know About Life Insurance

    14/11/2021

    During this episode, we’ll discuss some of the critical things that life insurance beneficiaries should know, including what happens if a policy has lapsed and when you can expect to receive your payout. Additionally, we discuss some of the pros and cons of both permanent and term life insurance.

  • What You Need to Know About Annuities

    31/10/2021

    During this episode, we’ll be taking a close look at annuities to define exactly what they are, how they work, how much they cost and how to determine if they may fit your overall financial strategy. While an annuity may be able to provide lifetime income, there’s plenty of nuance, as well as risks, that you should be aware of.

  • Retirement Strategy After a Divorce

    24/10/2021

    During this show, we’ll be discussing developing a strategy for retirement after a divorce. Divorce is a reality for millions of Americans, and there are steps you can take that could make a big difference when it comes to your financial well-being.

  • Protect yourself, and your money, from scams

    17/10/2021

    During this episode, we’re going to highlight some common financial scams and what you can do to better protect yourself and your money.

  • Strategy Steps to Take This Fall

    10/10/2021

    On this episode, we’re going to discuss two important upcoming dates: The fall Medicare open enrollment period that begins Oct. 15 and Estate Planning Awareness Week, which begins Oct. 18.

  • Legacy Planning During the Pandemic

    03/10/2021

    During this episode, we’ll be discussing how you can build an legacy plan or adjust your current plan to better reflect your needs during the coronavirus pandemic. We’ll also look at some more general financial decisions that may make sense during the pandemic.

  • When to Stop Saving for Retirement

    26/09/2021

    During this episode, we’ll examine eight scenarios when temporarily pausing saving for retirement may make broader financial sense.

  • Yes, You Can Be Frugal AND Happy

    12/09/2021

    This episode will highlight that a frugal retirement doesn’t mean a retirement without many of the hobbies and activities you enjoy. You can be frugal and happy.

  • Simplify Your Life to Enjoy Your Retirement

    05/09/2021

    During this episode we’re going to look at some of the ways you can get rid of some of your stuff and simplify your life to enjoy your retirement.

  • Financial Follies to Avoid

    05/09/2021

    During this show, we’re going to examine some of the common financial follies that befall many Americans. In our final segment, we’ll shift gears a bit and look into some common retirement follies.

  • What You Should Know About Buying or Selling a Home

    22/08/2021

    During this show, we’re going to discuss some of the important things you should consider if you’re buying or selling a home in today’s red-hot marketplace.

  • Finding Money in Retirement

    15/08/2021

    During this show, we’ll examine some ways you may be able to find extra cash after you’ve retired, in a variety of options.

  • Retirement Changes — Past, Present, and Future

    08/08/2021

    During this show, we’re going to discuss some of they key ways that retirement has changed during the last 25 years. In the final segment, we’ll also consider how retirement may change in the next 10 years.

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