Jones Financial Talk

In this episode, we dive deep into the complex relationship between interest rates and investments. Tyler Ellegard, a seasoned portfolio manager at Gradient Investments, shares his insights on how rising interest rates impact various asset classes, from stocks to bonds and more. We also explore strategies to navigate this dynamic environment and protect your portfolio.

In this episode, we dive deep into the world of enhanced planning strategies. Discover how you can optimize your financial future through personalized advice and tailored solutions. From retirement planning to estate management, we'll explore the tools and techniques that can help you achieve your financial goals with confidence.

During this show, we’ll look at steps you can take if you want to move your retirement date up. We’ll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.

In this episode we discuss more strategies and options for 401(k)s and other retirement accounts to help make sure you're doing everything right.

Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.

As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.

During this show, we’ll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We’ll also highlight limiting taxes on retirement withdrawals.

In this episode, we’ll consider what you should do if your 401(k) match is cut. We’ll also examine 401(k) alternatives.

During this show, we’ll discuss Social Security survivor benefits and your ideal filing age.

During this episode, we’ll highlight common retirement expenses that many people don’t adequately prepare for. We’ll also discuss wealth plans.

In this episode, we explore how gifting can be a powerful tool to reduce your estate tax burden. We'll discuss the annual exclusion amount, spousal gifting strategies, and how charitable giving can benefit both you and your favorite causes. Tune in and learn how to make gifting work for your financial future!

During this episode, we’ll discuss some of the things you should do if you become the executor of an estate.

On this episode, we break down some of the most important things about RMDs as well as what IRA beneficiaries should be aware of when it comes to them.

In part two of our IRA mistakes series, we'll dive deeper into hidden pitfalls you might encounter. We'll cover mismanaging required minimum distributions, navigating rollovers without penalty, and keeping your beneficiaries informed. Don't miss out on these crucial IRA tips for a secure retirement!

There are very costly mistakes that you can make with your retirement accounts. In this episode we go over the most costly and common mistakes people make and the strategies to avoid them.

During today’s show, we’re going to address the concept of flexible protection for a healthy retirement which for some people may be a way to secure the money they need for long-term care services while also helping protect their assets.

During today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.

We discuss the importance of estate and legacy planning for you and your family. It's important to have the right documents and know where they are in order to keep family harmony.

In this episode we are live from Nashville, where Nick talks about the big financial conference and things that can help you with your financial growth and retirement savings.

During this show, we’ll discuss how you may be able to save money when you begin making withdrawals from retirement accounts.