177 episodes
Jones Financial Talk Nick Jones
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- Business
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. Jones Financial Talk is dedicated to the small things that make a significant difference.
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Social Security survivor benefits 101
During this show, we’ll discuss Social Security survivor benefits and your ideal filing age.
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Retirement Expenses Are Waiting. Are You Ready?
During this episode, we’ll highlight common retirement expenses that many people don’t adequately prepare for. We’ll also discuss wealth plans.
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Tax Strategies for Gifting
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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What To Do If You’re Named An Executor
During this episode, we’ll discuss some of the things you should do if you become the executor of an estate.
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Preparing for RMDs
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.
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IRA Mistakes to Avoid Part 2
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!