Straight Talk on Retirement with JBL Financial

About Straight Talk on Retirement with JBL Financial

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.

Publisher

JBL Financial

Category

business

Language

en

Explicit

No

First episode

26 May 2017

Latest episode

3 Oct 2026

Latest episodes

306 episodes in the feed.

1. 

   3 Oct 2026

   10-3-26 2027 Medicare Changes + Is Your 401(k) Still on Target?

   Big Medicare changes are coming for 2027—and your current plan may deserve another look. Jeff Lapidus, Erin Lapidus, and Robert Markham break down what Medicare beneficiaries should know about prescription drug coverage, Medicare Advantage changes, premiums, provider networks, and the upcoming enrollment season. Plus, The Retirement Coaches discuss 401(k) target-date funds, portfolio overlap and rebalancing, Roth 401(k)s, inherited IRAs, CDs, life insurance, and more listener questions. Disclosure: The principal value of a target fund is not guaranteed at any time, including at the target date. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Any hypothetical example is not representative of any specific investment.  Your results may vary. The S&P 500 is a stock market index tracking the stock performance of 500 of the largest companies listed on stock exchanges in the United States.  Indexes are unmanaged and cannot be invested in directly. The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market.  The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index.  Indexes are unmanaged and cannot be invested in directly. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.  All performance referenced is historical and is no guarantee of future results.  All indices are unmanaged and may not be invested into directly.

2. 

   26 Sept 2026

   9-26-26 Smart Retirement Moves: RMD Rules, Medicare Drug Savings & Mid-Year Financial Check-In

   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 topics, including car loans, housing affordability, retirement savings, and value investing.

3. 

   19 Sept 2026

   9-19-26 Retirement Planning: Diversification, Debt & Medicare Decisions

   The Retirement Coaches tackle listener questions about diversification, rising interest rates, and managing market volatility, along with the pros and cons of buying versus leasing a car in retirement. Plus, they explain how reducing debt can reshape a retirement income plan and break down important Medicare considerations, including HMO vs. PPO coverage and changing provider networks. - - - - - - - - - - - Disclaimer: The hypothetical situations are based on real-life examples. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing. Investing involves risk, including the potential loss of principal.  No investment strategy can guarantee a profit or protect against loss in periods of declining values.  There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.  Diversification does not protect against market risk Bonds are subject to market and interest rate risk if sold prior to maturity.  Bond values will decline as interest rates rise and bonds are subject to availability and change in price. ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF’s net asset value (NAV).  Upon redemption, the value of fund shares may be worth more or less than their original cost.  ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors. Investing in mutual funds involves risk, including possible loss of principal.  Fund value will fluctuate with market conditions and it may not achieve its investment objective. The prices of small cap stocks are generally more volatile than large cap stocks. The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market.  The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index. Indexes are unmanaged and cannot be invested in directly. The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors. Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities.  An investor should consider their ability to continue purchasing through fluctuating price levels.  Such a plan does not assure a profit and does not assure a profit and does not protect against loss in declining markets. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction cost and does not assure a profit or protect against a loss. Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transactional cost.  Investors should consider the tax consequences of moving positions more frequently. The fast price swings in commodities will result in significant volatility in an investor’s holdings.  Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors. This program was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects.  It is not intended to provide specific legal, tax or other professional advice.  The services of an appropriate professional should be sought regarding your individual situation. JBL Financial and LPL Financial do not provide legal or tax advice.  Please consult with your tax or legal advisor regarding your personal situation.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Podcast Authority Score: 31 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

62

Social presence

0

YouTube

0

Engagement

0

Contact Straight Talk on Retirement with JBL Financial

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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