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Straight Talk on Retirement with JBL Financial

Straight Talk on Retirement with JBL Financial

Written by: JBL Financial
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About this listen

 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.Copyright 2025 All rights reserved. Visit our main page for important disclaimers and details. Economics Personal Finance
Episodes
  • 12-27-25 - Five Money Lessons for Families, Year-End Reflections, and Preparing for 2026

    12-27-25 - Five Money Lessons for Families, Year-End Reflections, and Preparing for 2026
    Dec 27 2025

    Closing out the year, Jeff shares an article outlining five financial lessons families can teach the next generation — from thinking like an owner to saving early and understanding real estate’s long-term role. The team reflects on key themes from 2025, answers listener questions, and discusses how to approach the coming year with a clear retirement game plan.
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    1 hr and 55 mins
  • 12-20-25 - Holiday Edition: Smart Giving, Tipping Etiquette, and Year-End Retirement Checkpoints

    12-20-25 - Holiday Edition: Smart Giving, Tipping Etiquette, and Year-End Retirement Checkpoints
    Dec 20 2025

    In this holiday-season show, The Retirement Coaches revisit strategies for charitable giving, including appreciated assets and donor-advised funds. They also discuss tipping etiquette, year-end financial housekeeping, and ways to approach retirement planning conversations before the new year. As always, listener questions help bring real-life context to the discussion.
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    2 hrs
  • 12-13-25 - Mobile Payments, Tariff Updates, and Qualified Charitable Distributions Explained

    12-13-25 - Mobile Payments, Tariff Updates, and Qualified Charitable Distributions Explained
    Dec 13 2025

    This episode explores generational differences in banking habits, including the growing use of mobile payment apps. Jeff, Erin, and Robert discuss online shopping considerations as tariff policies evolve and review how qualified charitable distributions may fit into retirement income planning. They also answer a listener question about what happens when a financial advisor changes firms.
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    1 hr and 55 mins
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