This Thing Called Money

Stephen Jones
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Let's Make Sense of This Thing Called Money, is a podcast about… well, money. Where we explore the emotions behind money and how it affects people's lives. Stephen C. Jones, AAMS, AIF, CFP®  President  Jones Financial Partners 717 Wall St.Norman, OK 73069 Ph: 405.366.1297 x3 C: 405.310.9563 F: 405.366.134 www.JonesFinancialPartners.com "Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser.  Cetera is under separate ownership from any other named entity" The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Episodes

  1. 09/09/2024

    Inheriting Money in a Post-2020 World

    IN THIS EPISODE, YOU'LL LEARN: What is an RMD?Inheriting money in an IRA could cost your beneficiaries thousands. SECURE Act 2.0 Changes & Updated to the RMD RuleRMD Strategies  Past Shows: https://thisthingcalledmoney.buzzsprout.com/ CONNECT WITH US: Stephen's Information: Email: Stephen@jonesfinancialpartners.com Phone: (405) 366-1297 Website: www.jonesfinancialpartners.com Tucker's Information: Email: Tucker.lee@ceterawealth.com Phone:  (806) 655-2589 Website: https://www.leefingroup.com/ Jones Financial Partners 717 Wall St. Norman, OK 73069 2360 Nowata Road, Suite A Bartlesville, OK 74006 Ph: 405.366.1297 x3 F: 405.366.1349 www.JonesFinancialPartners.com "Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity" Lee Financial Group   1420 4th Avenue, Suite 26 Canyon, TX 79015  Office: (806) 655-2589 Fax: (806) 655-8789 Cell Phone: (806) 681-5235  "Cetera Wealth Partners is a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser." Sources:  Michael Kitces: https://www.kitces.com/blog/secure-act-2-0-irs-regulations-rmd-required-minimum-distributions-10-year-rule-eligible-designated-beneficiary-see-through-conduit-trust/ The views stated are not necessarily the opinion of Cetera and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

    32 min

  2. 05/17/2024

    401k Cash Machines? - Why Are People Treating Their 401k's Like ATMs

    IN THIS EPISODE, YOU'LL LEARN: What is a 401k, and how should you use it Consequences for taking out money earlyAverage 401k balance by ageHow much $1 will be at age 65 Past Shows: https://thisthingcalledmoney.buzzsprout.com/ CONNECT WITH US: Stephen's Information: Email: Stephen@jonesfinancialpartners.com Phone: (405) 366-1297 Website: www.jonesfinancialpartners.com Tucker's Information: Email: Tucker.lee@ceterawealth.com Phone:  (806) 655-2589 Website: https://www.leefingroup.com/ Jones Financial Partners 717 Wall St. Norman, OK 73069 2360 Nowata Road, Suite A Bartlesville, OK 74006 Ph: 405.366.1297 x3 F: 405.366.1349 www.JonesFinancialPartners.com "Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity" Lee Financial Group   1420 4th Avenue, Suite 26 Canyon, TX 79015  Office: (806) 655-2589 Fax: (806) 655-8789 Cell Phone: (806) 681-5235  "Cetera Wealth Partners is a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser." Sources:  Average 401k balance by age:  https://www.nerdwallet.com/article/investing/the-average-401k-balance-by-ageCompounding Interest: https://investor.vanguard.com/investor-resources-education/retirement/savings-when-to-start The views stated are not necessarily the opinion of Cetera and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

    33 min

  3. 05/05/2024

    Why Are American's Down on a Strong Economy?

    IN THIS EPISODE, YOU'LL LEARN: History of the stock marketHow to have a long-term investing mindsetSimple tools to stay invested Past Shows: https://thisthingcalledmoney.buzzsprout.com/ CONNECT WITH US: Stephen's Information: Email: Stephen@jonesfinancialpartners.com Phone: (405) 366-1297 Website: www.jonesfinancialpartners.com Tucker's Information: Email: Tucker.lee@ceterawealth.com Phone:  (806) 655-2589 Website: https://www.leefingroup.com/ Jones Financial Partners 717 Wall St. Norman, OK 73069 2360 Nowata Road, Suite A Bartlesville, OK 74006 Ph: 405.366.1297 x3 F: 405.366.1349 www.JonesFinancialPartners.com "Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity" Lee Financial Group   1420 4th Avenue, Suite 26 Canyon, TX 79015  Office: (806) 655-2589 Fax: (806) 655-8789 Cell Phone: (806) 681-5235  "Cetera Wealth Partners is a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser."

    25 min

  4. 03/12/2024

    Preparing for Potential Changes in Tax Law w/Michael Montemayor

    IN THIS EPISODE, YOU'LL LEARN: New Tax CreditsTax Cuts and Jobs Act Sunset Date & ChangesKey Tax Realities that Everyone Should KnowWhat to plan for in 2024 and Beyond Past Shows: https://thisthingcalledmoney.buzzsprout.com/ CONNECT WITH US: Stephen's Information: Email: Stephen@jonesfinancialpartners.com Phone: (405) 366-1297 Website: www.jonesfinancialpartners.com Tucker's Information: Email: Tucker.lee@ceterawealth.com Phone:  (806) 655-2589 Website: https://www.leefingroup.com/ Connect with Michael on LinkedIn: https://www.linkedin.com/in/mikemontemayor Jones Financial Partners 717 Wall St. Norman, OK 73069 2360 Nowata Road, Suite A Bartlesville, OK 74006 Ph: 405.366.1297 x3 F: 405.366.1349 www.JonesFinancialPartners.com "Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity" Tucker Lee  1420 4th Avenue, Suite 26 Canyon, TX 79015  Office: (806) 655-2589 Fax: (806) 655-8789 Cell Phone: (806) 681-5235  "Cetera Wealth Partners is a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser."

    1h 2m

  5. 02/10/2024

    Why Are People Making $100K A Year Living Paycheck To Paycheck?

    IN THIS EPISODE, YOU'LL LEARN: Why are people living paycheck to paycheck? Where is your money going? How to create a "Backwards Budget"What you can do now to improve your financial life Past Shows: https://thisthingcalledmoney.buzzsprout.com/ CONNECT WITH US: Stephen's Information: Email: Stephen@jonesfinancialpartners.com Phone: (405) 366-1297 Website: www.jonesfinancialpartners.com Tucker's Information: Email: Tucker.lee@ceterawealth.com Phone:  (806) 655-2589 Website: https://www.leefingroup.com/ Jones Financial Partners 717 Wall St. Norman, OK 73069 2360 Nowata Road, Suite A Bartlesville, OK 74006 Ph: 405.366.1297 x3 F: 405.366.1349 www.JonesFinancialPartners.com "Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity" Tucker Lee  1420 4th Avenue, Suite 26 Canyon, TX 79015  Office: (806) 655-2589 Fax: (806) 655-8789 Cell Phone: (806) 681-5235  "Cetera Wealth Partners is a region of Cetera Advisor Networks LLC. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser."

    30 min

  6. 06/06/2023

    Money Tips: Spending Plan

    Stephen's LinkedIn: https://www.linkedin.com/in/wallstadvisor/ Website: www.jonesfinancialpartners.com Blog: https://www.jonesfinancialpartners.com/blog Jones Financial Partners 717 Wall St. Norman, OK 73069 2360 Nowata Road, Suite A Bartlesville, OK 74006 Ph: 405.366.1297 x3 F: 405.366.1349 www.JonesFinancialPartners.com "Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"

    12 min

  7. 01/30/2023

    When is enough, Enough?

    CONNECT WITH US: Stephen's LinkedIn: https://www.linkedin.com/in/wallstadvisor/ Website: www.jonesfinancialpartners.com Blog:  Jones Financial Partners 717 Wall St. Norman, OK 73069 2360 Nowata Road, Suite A Bartlesville, OK 74006 Ph: 405.366.1297 x3 F: 405.366.1349 www.JonesFinancialPartners.com "Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"

    3 min

  8. 01/17/2023

    SECURE ACT 2.0 / What You Need to Know

    IN THIS EPISODE, YOU'LL LEARN: SECURE ACT 2.0 Retirement UpdatesHow you can convert your 529 plan to a Roth IRAROTH options for SEP/SIMPLE IRAsRMD age increased CONNECT WITH US: Stephen's LinkedIn: https://www.linkedin.com/in/wallstadvisor/ Website: www.jonesfinancialpartners.com Blog: https://www.fmgwebsites.com/2d219148-cc67-4589-b309-d035ec70225b/blog/secure-act-2-0-an-overview Jones Financial Partners 717 Wall St. Norman, OK 73069 2360 Nowata Road, Suite A Bartlesville, OK 74006 Ph: 405.366.1297 x3 F: 405.366.1349 www.JonesFinancialPartners.com "Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"  "Distributions from traditional IRAs and employer-sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 1/2, may be subject to an additional 10% IRS tax penalty." "A Roth retirement account offers tax-free withdrawals on taxable contributions. To qualify for the tax-free and penalty-free withdrawal of earnings, a Roth account must be in place for at least five years, and the distributions must take place after age 59 1/2 or due to death or disability. Depending on state law, Roth accounts distributions may be subject to state taxes."

    6 min

  9. 11/06/2022

    3 Tips to Help Temper Taxes w/ Sean Walker

    IN THIS EPISODE, YOU'LL LEARN: How to take advantage of investment lossesWhat's the difference between ordinary income tax and capital gains taxHow to plan strategicallyWhat's the difference between a Mutual Fund and an Exchange Traded Fund? Is one more tax-efficient?  CONNECT WITH US: Sean's LinkedIn: https://www.linkedin.com/in/sean-r-walker/ Stephen's LinkedIn: https://www.linkedin.com/in/wallstadvisor/ Website: www.jonesfinancialpartners.com Prosper with Purpose®: https://www.americancentury.com/about/prosper-with-purpose/ Jones Financial Partners 717 Wall St. Norman, OK 73069 2360 Nowata Road, Suite A Bartlesville, OK 74006 Ph: 405.366.1297 x3 F: 405.366.1349 www.JonesFinancialPartners.com "Investment Adviser Representative offering securities and advisory services through Cetera Advisors Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"

    45 min

  10. 09/29/2022

    Money Tip / Tax-Free Medicare Reimbursement

    IN THIS EPISODE, YOU'LL Learn:  How to take tax-free withdrawals from your Health Savings Account to reimburse the cost of premiums you've paid out of pocket.  CONNECT WITH US:  Stephen's LinkedIn: https://www.linkedin.com/in/wallstadvisor/ Website: www.jonesfinancialpartners.com Medicare FAQ: https://www.medicarefaq.com/faqs/hsa-and-medicare/#:~:text=Can%20I%20Use%20My%20HSA,as%20any%20copays%20and%20coinsurance. Stephen C. Jones, AAMS, AIF, CFP® President Jones Financial Partners 717 Wall St. Norman, OK 73069 Ph: 405.366.1297 x3 E: Stephen@jonesfinancialpartners.com www.JonesFinancialPartners.com  "Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity."

    4 min

  11. 09/09/2022

    Understanding Cryptocurrency w / David Lebovitz

    IN THIS EPISODE, YOU'LL Learn:  What is CryptocurrencyWhat's the difference between the digital money we have in our bank accounts and Cryptocurrencies? What is Bitcoin? How does Crypto fit into a person's portfolioWhat happens when all the Bitcoin is found?  CONNECT WITH US:  David's LinkedIn: https://www.linkedin.com/in/davidlebovitz/ Stephen's LinkedIn: https://www.linkedin.com/in/wallstadvisor/ Website: www.jonesfinancialpartners.com Etherium FAQ: https://ethereum.org/en/learn/ On the Mind of Investors Articles: https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/market-updates/on-the-minds-of-investors/ Stephen C. Jones, AAMS, AIF, CFP® President Jones Financial Partners 717 Wall St. Norman, OK 73069 Ph: 405.366.1297 x3 E: Stephen@jonesfinancialpartners.com www.JonesFinancialPartners.com  "Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity"

    24 min
  • 11 Episodes

About

Let's Make Sense of This Thing Called Money, is a podcast about… well, money. Where we explore the emotions behind money and how it affects people's lives. Stephen C. Jones, AAMS, AIF, CFP®  President  Jones Financial Partners 717 Wall St.Norman, OK 73069 Ph: 405.366.1297 x3 C: 405.310.9563 F: 405.366.134 www.JonesFinancialPartners.com "Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser.  Cetera is under separate ownership from any other named entity" The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Information

  • Creator
    Stephen Jones
  • Years Active
    2022 - 2024
  • Episodes
    11
  • Rating
    Clean
  • Copyright
    © 2024 This Thing Called Money
  • Show Website
    This Thing Called Money