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This Thing Called Money episodes
- Inheriting Money in a Post-2020 World
IN THIS EPISODE, YOU'LL LEARN:
- What is an RMD?
- Inheriting money in an IRA could cost your beneficiaries thousands.
- SECURE Act 2.0 Changes & Updated to the RMD Rule
- RMD Strategies
Past Shows: https://thisthingcalledmoney.buzzsprout.com/
CONNECT WITH US:
Stephen's Information:
Email: [email protected]
Phone: (405) 366-1297
Website: www.jonesfinancialpartners.com
Tucker's Information:
Email: [email protected]
Phone: (806) 655-2589
Website: https://www.leefingroup.com/
Jones Financial Partners
717 Wall St.
Norman, OK 73069
2360 Nowata Road, Suite A
Bartlesville, OK 74006
Ph: 405.366.1297 x3
F: 405.366.1349
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"
Lee Financial Group1420 4th Avenue, Suite 26
Canyon, TX 79015Office: (806) 655-2589
Fax: (806) 655-8789
Cell Phone: (806) 681-5235"Cetera Wealth Partners is a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser."
Sources:- Michael Kitces:
https://www.kitces.com/blog/secure-act-2-0-irs-regulations-rmd-required-minimum-distributions-10-year-rule-eligible-designated-beneficiary-see-through-conduit-trust/
The views stated are not necessarily the opinion of Cetera and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.33 min - 401k Cash Machines? - Why Are People Treating Their 401k's Like ATMs
IN THIS EPISODE, YOU'LL LEARN:
- What is a 401k, and how should you use it
- Consequences for taking out money early
- Average 401k balance by age
- How much $1 will be at age 65
Past Shows: https://thisthingcalledmoney.buzzsprout.com/
CONNECT WITH US:
Stephen's Information:
Email: [email protected]
Phone: (405) 366-1297
Website: www.jonesfinancialpartners.com
Tucker's Information:
Email: [email protected]
Phone: (806) 655-2589
Website: https://www.leefingroup.com/
Jones Financial Partners
717 Wall St.
Norman, OK 73069
2360 Nowata Road, Suite A
Bartlesville, OK 74006
Ph: 405.366.1297 x3
F: 405.366.1349
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"
Lee Financial Group1420 4th Avenue, Suite 26
Canyon, TX 79015Office: (806) 655-2589
Fax: (806) 655-8789
Cell Phone: (806) 681-5235"Cetera Wealth Partners is a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser."
Sources:- Average 401k balance by age: https://www.nerdwallet.com/article/investing/the-average-401k-balance-by-age
- Compounding Interest:
https://investor.vanguard.com/investor-resources-education/retirement/savings-when-to-start
The views stated are not necessarily the opinion of Cetera and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.34 min - Why Are American's Down on a Strong Economy?
IN THIS EPISODE, YOU'LL LEARN:
- History of the stock market
- How to have a long-term investing mindset
- Simple tools to stay invested
Past Shows: https://thisthingcalledmoney.buzzsprout.com/
CONNECT WITH US:
Stephen's Information:
Email: [email protected]
Phone: (405) 366-1297
Website: www.jonesfinancialpartners.com
Tucker's Information:
Email: [email protected]
Phone: (806) 655-2589
Website: https://www.leefingroup.com/
Jones Financial Partners
717 Wall St.
Norman, OK 73069
2360 Nowata Road, Suite A
Bartlesville, OK 74006
Ph: 405.366.1297 x3
F: 405.366.1349
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"
Lee Financial Group1420 4th Avenue, Suite 26
Canyon, TX 79015Office: (806) 655-2589
Fax: (806) 655-8789
Cell Phone: (806) 681-5235"Cetera Wealth Partners is a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser."
25 min - Preparing for Potential Changes in Tax Law w/Michael Montemayor
IN THIS EPISODE, YOU'LL LEARN:
- New Tax Credits
- Tax Cuts and Jobs Act Sunset Date & Changes
- Key Tax Realities that Everyone Should Know
- What to plan for in 2024 and Beyond
Past Shows: https://thisthingcalledmoney.buzzsprout.com/
CONNECT WITH US:
Stephen's Information:
Email: [email protected]
Phone: (405) 366-1297
Website: www.jonesfinancialpartners.com
Tucker's Information:
Email: [email protected]
Phone: (806) 655-2589
Website: https://www.leefingroup.com/
Connect with Michael on LinkedIn: https://www.linkedin.com/in/mikemontemayor
Jones Financial Partners
717 Wall St.
Norman, OK 73069
2360 Nowata Road, Suite A
Bartlesville, OK 74006
Ph: 405.366.1297 x3
F: 405.366.1349
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"
Tucker Lee1420 4th Avenue, Suite 26
Canyon, TX 79015Office: (806) 655-2589
Fax: (806) 655-8789
Cell Phone: (806) 681-5235"Cetera Wealth Partners is a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser."
1 hr 3 min - Why Are People Making $100K A Year Living Paycheck To Paycheck?
IN THIS EPISODE, YOU'LL LEARN:
- Why are people living paycheck to paycheck?
- Where is your money going?
- How to create a "Backwards Budget"
- What you can do now to improve your financial life
Past Shows: https://thisthingcalledmoney.buzzsprout.com/
CONNECT WITH US:
Stephen's Information:
Email: [email protected]
Phone: (405) 366-1297
Website: www.jonesfinancialpartners.com
Tucker's Information:
Email: [email protected]
Phone: (806) 655-2589
Website: https://www.leefingroup.com/
Jones Financial Partners
717 Wall St.
Norman, OK 73069
2360 Nowata Road, Suite A
Bartlesville, OK 74006
Ph: 405.366.1297 x3
F: 405.366.1349
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"
Tucker Lee1420 4th Avenue, Suite 26
Canyon, TX 79015Office: (806) 655-2589
Fax: (806) 655-8789
Cell Phone: (806) 681-5235"Cetera Wealth Partners is a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser."
31 min - Money Tips: Spending Plan
Stephen's LinkedIn: https://www.linkedin.com/in/wallstadvisor/
Website: www.jonesfinancialpartners.com
Blog: https://www.jonesfinancialpartners.com/blog
Jones Financial Partners
717 Wall St.
Norman, OK 73069
2360 Nowata Road, Suite A
Bartlesville, OK 74006
Ph: 405.366.1297 x3
F: 405.366.1349
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"13 min - When is enough, Enough?
CONNECT WITH US:
Stephen's LinkedIn: https://www.linkedin.com/in/wallstadvisor/
Website: www.jonesfinancialpartners.com
Blog:
Jones Financial Partners
717 Wall St.
Norman, OK 73069
2360 Nowata Road, Suite A
Bartlesville, OK 74006
Ph: 405.366.1297 x3
F: 405.366.1349
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"3 min - SECURE ACT 2.0 / What You Need to Know
IN THIS EPISODE, YOU'LL LEARN:
- SECURE ACT 2.0 Retirement Updates
- How you can convert your 529 plan to a Roth IRA
- ROTH options for SEP/SIMPLE IRAs
- RMD age increased
CONNECT WITH US:
Stephen's LinkedIn: https://www.linkedin.com/in/wallstadvisor/
Website: www.jonesfinancialpartners.com
Blog: https://www.fmgwebsites.com/2d219148-cc67-4589-b309-d035ec70225b/blog/secure-act-2-0-an-overview
Jones Financial Partners
717 Wall St.
Norman, OK 73069
2360 Nowata Road, Suite A
Bartlesville, OK 74006
Ph: 405.366.1297 x3
F: 405.366.1349
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"
"Distributions from traditional IRAs and employer-sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 1/2, may be subject to an additional 10% IRS tax penalty."
"A Roth retirement account offers tax-free withdrawals on taxable contributions. To qualify for the tax-free and penalty-free withdrawal of earnings, a Roth account must be in place for at least five years, and the distributions must take place after age 59 1/2 or due to death or disability. Depending on state law, Roth accounts distributions may be subject to state taxes."6 min - 3 Tips to Help Temper Taxes w/ Sean Walker
IN THIS EPISODE, YOU'LL LEARN:
- How to take advantage of investment losses
- What's the difference between ordinary income tax and capital gains tax
- How to plan strategically
- What's the difference between a Mutual Fund and an Exchange Traded Fund? Is one more tax-efficient?
CONNECT WITH US:
Sean's LinkedIn: https://www.linkedin.com/in/sean-r-walker/
Stephen's LinkedIn: https://www.linkedin.com/in/wallstadvisor/
Website: www.jonesfinancialpartners.com
Prosper with Purpose®: https://www.americancentury.com/about/prosper-with-purpose/
Jones Financial Partners
717 Wall St.
Norman, OK 73069
2360 Nowata Road, Suite A
Bartlesville, OK 74006
Ph: 405.366.1297 x3
F: 405.366.1349
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"46 min - Money Tip / Tax-Free Medicare Reimbursement
IN THIS EPISODE, YOU'LL Learn:
- How to take tax-free withdrawals from your Health Savings Account to reimburse the cost of premiums you've paid out of pocket.
CONNECT WITH US:
Stephen's LinkedIn: https://www.linkedin.com/in/wallstadvisor/
Website: www.jonesfinancialpartners.com
Medicare FAQ: https://www.medicarefaq.com/faqs/hsa-and-medicare/#:~:text=Can%20I%20Use%20My%20HSA,as%20any%20copays%20and%20coinsurance.
Stephen C. Jones, AAMS, AIF, CFP®
President
Jones Financial Partners
717 Wall St.
Norman, OK 73069
Ph: 405.366.1297 x3
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity."
4 min
About This Thing Called Money
From the publisher's feed
Let's Make Sense of This Thing Called Money, is a podcast about… well, money. Where we explore the emotions behind money and how it affects people's lives.
Stephen C. Jones, AAMS,…
AIF, CFP®
President
Jones Financial Partners
717 Wall St.Norman, OK 73069
Ph: 405.366.1297 x3
C: 405.310.9563
F: 405.366.134
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser.
Cetera is under separate ownership from any other named entity" The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.