Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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In this episode, we’ll consider what you should do if your 401(k) match is cut. We’ll also examine 401(k) alternatives.By Nick Jones
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During this show, we’ll discuss Social Security survivor benefits and your ideal filing age.By Nick Jones
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During this episode, we’ll highlight common retirement expenses that many people don’t adequately prepare for. We’ll also discuss wealth plans.By Nick Jones
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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!…
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During this episode, we’ll discuss some of the things you should do if you become the executor of an estate.By Nick Jones
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On this episode, we break down some of the most important things about RMDs as well as what IRA beneficiaries should be aware of when it comes to them.By Nick Jones
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In part two of our IRA mistakes series, we'll dive deeper into hidden pitfalls you might encounter. We'll cover mismanaging required minimum distributions, navigating rollovers without penalty, and keeping your beneficiaries informed. Don't miss out on these crucial IRA tips for a secure retirement!By Nick Jones
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There are very costly mistakes that you can make with your retirement accounts. In this episode we go over the most costly and common mistakes people make and the strategies to avoid them.By Nick Jones
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During today’s show, we’re going to address the concept of flexible protection for a healthy retirement which for some people may be a way to secure the money they need for long-term care services while also helping protect their assets.By Nick Jones
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During today’s show, we’re going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.By Nick Jones
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We discuss the importance of estate and legacy planning for you and your family. It's important to have the right documents and know where they are in order to keep family harmony.By Nick Jones
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In this episode we are live from Nashville, where Nick talks about the big financial conference and things that can help you with your financial growth and retirement savings.By Nick Jones
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During this show, we’ll discuss how you may be able to save money when you begin making withdrawals from retirement accounts.By Nick Jones
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On today’s show, we’re going to discuss your four chapters of retirement as well as what you can do to re-enter the workforce on a part-time basis after you’ve left your previous career.By Nick Jones
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In this episode we talk about the importance of charitable giving and the tax benefits of Qualified Charitable Distributions from an IRA.By Nick Jones
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During this show, we’re going to examine clear steps people can take to avoid letting their dream retirement stories turn into retirement horror stories.By Nick Jones
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During this episode, we’ll do a deep dive into Social Security, highlighting your options, so you can bolster your retirement strategy.By Nick Jones
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In this episode we talk about what you need to do to get your finances in order before the end of the year.By Nick Jones
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During this show, we’ll discuss transferring your wealth to your children and the baby boomer generation’s great wealth transfer.By Nick Jones
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During this episode, we discuss what annuities are, their benefits, drawbacks, and whether they may be a good fit for your financial strategy.By Nick Jones
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In this episode we look at the cost of long-term care, how likely it is you will need it, and how to be prepared.By Nick Jones
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During this episode, we examine various types of retirement income and what kind of taxes each of them may be subject to.By Nick Jones
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On this show, we’re going to look at the future of retirement, both in terms of how it may look a handful of years from now and how it may look several decades in the future.By Nick Jones
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During this episode, we’re going to discuss some of the steps you may be able to take if you’re 50 or slightly older and have determined that your retirement savings has fallen behind.By Nick Jones
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This episode features an examination of the rising hospital at home movement as well as long-term care insurance.By Nick Jones
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During this show, we’re going to discuss retirement steps you may want to take when you’re at three unique moments: 10 years away from retirement, five years away from retirement, and one year away from retirement.By Nick Jones
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In this special episode Nick welcomes Zach Jones from the timber industry to talk about alternative investments.By Nick Jones
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In this episode we break down the debt ceiling...what it is, what's happening, and how it affects you.By Nick Jones
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During this show, we’ll look at recent news from the Social Security trustees’ report before shifting into a more general conversation about Social Security.By Nick Jones
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With interest rates continuing to climb, you need to look at every aspect of taking out a loan. We discuss the ins and outs as well as strategies to help you decide what is right for your personal situation.By Nick Jones
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What options do you have if you want to make money on your money and yet still have some downside protection? We talk about this and more in this episode.By Nick Jones
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Did you know Social Security can be taxed? It can even push you into a higher tax bracket. In this episode we talk about some important strategies to potentially reduce taxes on your Social Security.By Nick Jones
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We all have a different risk tolerance when it comes to our money, especially our retirement savings and investments. In this episode we discuss emotional investing and how to avoid it.By Nick Jones
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In this episode we talk about the financial landscape with banks, the market and what it all means for you. We also talk about the importance of controlling debt.By Nick Jones
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During this episode we’re going to discuss the importance of enhanced planning in relation to finances, taxes, and family life. This includes estate planning, legacy planning and more.By Nick Jones
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During this show, we’re going to highlight some potential tax breaks for those older than 50 as well as ways older people may be able to reduce their taxes in retirement.By Nick Jones
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During this show we discuss some of the things you should know about Medicare and many of the changes happening this year.By Nick Jones
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This week we examine the FIRE, or Financial Independence, Retire Early, movement as well as how you can stay active during retirement.By Nick Jones
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During this show, we’ll look at various ways you may be able to save money when it comes time to take your retirement withdrawals.By Nick Jones
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During this episode, we’re going to discuss some retirement tips for the coming year that may have you looking ahead to your post-work life with more confidence.By Nick Jones
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The new Secure Act 2.0 has many changes that can and will affect your financial plans. We go over them in this week's show.By Nick Jones
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Nick from Jones Financial Talk and Bill from The Big O Money Show are at a conference in Las Vegas and along with Tony Shore, they all talk about the Secure Act 2.0, how to manage taxes in retirement, and talk a little bit about gambling but not participating in it.By Nick Jones
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During this episode, we’re going to take a deep dive into long-term care insurance — what it is, how important it is, and what it may cost.By Nick Jones
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In this episode we discuss changes in Social Security in the new year and also tips and strategies to deal with the market.By Nick Jones
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January seems to come around much sooner than we expect it to. To reach your financial goals, you’ll want to start the year strong. We talk about what you need to have on your year-end financial check list.By Nick Jones
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During this episode, we’re going to examine the cost changes coming to Medicare in 2023 as well as what people need to know about the open enrollment period.By Nick Jones
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During this episode, we’ll take a thorough look at Social Security survivor benefits and what your ideal filing age may be.By Nick Jones
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During this episode, we’re going to discuss two essential 401(k) issues: the importance of vesting and steps you can take to max your 401(k) out.By Nick Jones
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During this episode, we’re going to examine and discuss some of the most common legacy planning mistakes and how they may be holding your own plan back.By Nick Jones
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During this episode, we’ll take a high-level look at the recently signed into law Inflation Reduction Act and its potential impact on Medicare recipients and taxpayers.By Nick Jones
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