Jones Financial Talk

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.