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Hosted by JBL Financial · 🇺🇸 US · EN · 298 episodes
Established thought leaders with verified media credentials.
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.
JBL Financial hosts Straight Talk on Retirement with JBL Financial, a business show with 298 episodes published.
Is there a better way to approach retirement? In this episode, The Retirement Coaches discuss retirement income planning, Social Security claiming strategies, tax-aware Roth and traditional IRA withdrawals, inherited IRA
The Retirement Coaches discuss practical strategies for managing Required Minimum Distributions (RMDs), creating retirement income, planning tax-efficient wealth transfers, and navigating key Medicare enrollment decision
Jeff, Erin Lapidus, and Robert Markham discuss required minimum distributions (RMDs), inherited IRA rules, Roth conversion considerations, Medicare Part D prescription cost caps, and practical mid-year financial planning
Jeff Lapidus flies solo this week covering common life insurance misconceptions, strategies for long-term care planning, retirement income decisions, and Medicare coverage for durable medical equipment with Medicare Coac
The Retirement Coaches discuss recent market gains, strategies for managing highly appreciated investments, and ways to incorporate grandchildren into long-term estate planning. They also break down rising Medicare suppl
The Retirement Coaches - Jeff, Erin, and Robert answer listener questions on retirement planning, including 401(k) rollovers, Roth account strategies, taxes in retirement, and ways to organize your financial picture as r
In this episode, the Retirement Coaches discuss strategies for navigating today’s financial landscape, including Roth IRA and 401(k) rollover rules, avoiding costly tax mistakes, managing retirement income, and handling
The Retirement Coaches celebrate 20 years on the air while sharing practical planning insights. Erin Lapidus, Jeff Lapidus, and Robert Markham discuss rising energy costs, REITs, tax-return planning opportunities, and ho
Erin Lapidus and Robert Markham break down recent market volatility, what strong earnings may (and may not) mean for investors, and why long-term discipline matters more than reacting to headlines. They also explore risi
On this episode, Jeff Lapidus, Erin Lapidus, and Robert Markham discuss several timely retirement planning topics, including how to think through required minimum distributions, creating cash flow from investment account
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 requir
The Retirement Coaches — Erin Lapidus, Jeff Lapidus, and Robert Markham — discuss how to handle tax refunds, manage withholding in retirement, and think through Social Security decisions. They also answer listener questi
The Retirement Coaches discuss how to build a retirement income plan, respond to market volatility, and evaluate when you may be ready to retire. This episode focuses on practical strategies and real-world examples to he
The Retirement Coaches walk through a real-life case study showing how thoughtful income planning may help improve tax efficiency in retirement. They discuss required minimum distributions (RMDs), charitable giving strat
How much do you actually need to retire with confidence? The Retirement Coaches break down a simple, practical approach to retirement planning—focusing on your real monthly expenses, income sources, and long-term goals.
On this week’s Straight Talk on Retirement, The Retirement Coaches answer listener questions and discuss how current market conditions may influence your retirement planning decisions. They cover how to approach market v
In this episode of Straight Talk on Retirement, Jeff takes listener questions while hosting the show solo and covers several practical retirement planning topics. The conversation includes how spousal Roth IRA contributi
The Retirement Coaches cover how to calculate retirement income needs, understand Required Minimum Distributions (RMDs), and explore charitable giving strategies from IRAs. The team also answers listener questions on Rot
In this episode, the Retirement Coaches walk through common questions about retirement planning, including required minimum distributions (RMDs), tax considerations, and year-end financial check-ins. Listeners share real
On this Valentine’s Day edition of Straight Talk on Retirement, the team answers listener questions about Social Security survivor benefits and how delayed claiming affects a spouse. They also provide an in-depth explana
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Straight Talk on Retirement with JBL Financial is hosted by JBL Financial. The show is categorised under business (investing) and has published 298 episodes.
Straight Talk on Retirement with JBL Financial has published 298 episodes.
Straight Talk on Retirement with JBL Financial regularly covers business, investing. It sits in the business category, with a investing focus.
Straight Talk on Retirement with JBL Financial is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Straight Talk on Retirement with JBL Financial hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Straight Talk on Retirement with JBL Financial average 111 minutes, giving guests a long-form format with plenty of time to expand on their expertise.
Our data rates Straight Talk on Retirement with JBL Financial's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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