Jones Financial Talk

On today’s show, we’re going to discuss your four chapters of retirement as well as what you can do to re-enter the workforce on a part-time basis after you’ve left your previous career.

In this episode we talk about the importance of charitable giving and the tax benefits of Qualified Charitable Distributions from an IRA.

During this show, we’re going to examine clear steps people can take to avoid letting their dream retirement stories turn into retirement horror stories.

During this episode, we’ll do a deep dive into Social Security, highlighting your options, so you can bolster your retirement strategy.

In this episode we talk about what you need to do to get your finances in order before the end of the year.

During this episode, we’re going to look at commonly held notions about money and which ones are true and false and we’ll also discuss 8 Obstacles to Retirement.

During this episode, we discuss what annuities are, their benefits, drawbacks, and whether they may be a good fit for your financial strategy.

In this episode we look at the cost of long-term care, how likely it is you will need it, and how to be prepared.

During this episode, we examine various types of retirement income and what kind of taxes each of them may be subject to.

On this show, we’re going to look at the future of retirement, both in terms of how it may look a handful of years from now and how it may look several decades in the future.

During this episode, we’re going to discuss some of the steps you may be able to take if you’re 50 or slightly older and have determined that your retirement savings has fallen behind.

This episode features an examination of the rising hospital at home movement as well as long-term care insurance.

During this show, we’re going to discuss retirement steps you may want to take when you’re at three unique moments: 10 years away from retirement, five years away from retirement, and one year away from retirement.

In this special episode Nick welcomes Zach Jones from the timber industry to talk about alternative investments.

In this episode we break down the debt ceiling...what it is, what's happening, and how it affects you.

During this show, we’ll look at recent news from the Social Security trustees’ report before shifting into a more general conversation about Social Security.

With interest rates continuing to climb, you need to look at every aspect of taking out a loan. We discuss the ins and outs as well as strategies to help you decide what is right for your personal situation.

What options do you have if you want to make money on your money and yet still have some downside protection? We talk about this and more in this episode.

Did you know Social Security can be taxed? It can even push you into a higher tax bracket. In this episode we talk about some important strategies to potentially reduce taxes on your Social Security.

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.