Jones Financial Talk

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.

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.