Straight Talk on Retirement with JBL Financial
Straight Talk on Retirement with JBL Financial
Podcast Description
Since 2005, ”Straight Talk on Retirement” has proudly broadcast on KTRS every Saturday from 9-11 AM, offering great tips and practical advice to help you build a personalized retirement game plan. Our retirement coaches provide straightforward guidance to help you navigate the complexities of retirement planning with confidence.
Now, you can catch the show on-demand, on your favorite podcast app, so you never miss an episode.
Podcast Insights
Content Themes
The show focuses on retirement planning, asset management, healthcare coverage, and strategies for navigating Medicare and social security. Episodes cover topics like required minimum distributions, financial plans for various life stages, and maintaining income streams in retirement, with specific examples including case studies on retirement decisions and listener Q&A on Medicare options.
Since 2005, ”Straight Talk on Retirement” has proudly broadcast on KTRS every Saturday from 9-11 AM, offering great tips and practical advice to help you build a personalized retirement game plan. Our retirement coaches provide straightforward guidance to help you navigate the complexities of retirement planning with confidence.
Now, you can catch the show on-demand, on your favorite podcast app, so you never miss an episode.
Erin Lapidus, Jeff Lapidus, and Robert Markham break down timely retirement and tax planning questions, including excess 529 funds, Roth conversion rules, home sale tax issues, IRMAA thresholds, inherited Roth IRA requirements, and charitable giving strategies. It’s a practical discussion focused on helping listeners make informed financial decisions.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.