Navigating Life Transitions by JNBA Financial Advisors

JNBA Financial Advisors
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Our lives are full of changes, challenges, opportunities, and decisions. Wouldn’t it be great to have the guidance of experienced professionals to help you through these twists and turns of life? On this conversation-based podcast, we bring together knowledgeable specialists, including financial advisors, tax professionals, and attorneys, to discuss different considerations when going through transitions like marriage, growing a family, caregiving, retirement, and more. Navigating Life Transitions is easier together.For more information on JNBA Financial Advisors, visit JNBA.com

  1. DEC 4

    Navigating Care for Aging Parents

    A recent report shows that roughly one in four American adults are caregivers, with approximately 59 million caring for adults. To help you better prepare for this chapter of life, JNBA Financial Advisors assembled a panel of experts who not only professionally help caregivers but also have personal experience caregiving themselves. The panel discussion, which was recorded as a special live episode of the Navigating Life Transitions podcast on October 30, 2025, shares considerations around the many nuances that can come with caregiving. DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. JNBA is not an insurance agent and no portion of the above should be construed as insurance advice. All insurance issues should be addressed with the insurance professional of your choosing. JNBA nor its employees sell insurance products. JNBA is not an agent of the Social Security Administration. All claiming strategies and benefits must be verified and accepted by the Social Security Administration. JNBA is not an agent...

    58 min

  2. OCT 20

    Navigating a dementia diagnosis and its financial considerations

    A dementia diagnosis can impact more than just your daily routines. It can alter families, futures, and finances. In our latest episode of the “Navigating Life Transitions” podcast, we explore how to prepare for the emotional and financial journey that follows a dementia diagnosis and creates hope. DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. JNBA is not an insurance agent and no portion of the above should be construed as insurance advice. All insurance issues should be addressed with the insurance professional of your choosing. JNBA nor its employees sell insurance products. JNBA is not an agent of the Social Security Administration. All claiming strategies and benefits must be verified and accepted by the Social Security Administration. JNBA is not an agent...

    26 min

  3. SEP 8

    Navigating Medicaid and Medical Assistance

    In this podcast episode of Navigating Life Transitions, we talk about Medicaid, also known as Medical Assistance, and what factors go into determining how and when you can access it. DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. JNBA is not an insurance agent and no portion of the above should be construed as insurance advice. All insurance issues should be addressed with the insurance professional of your choosing. JNBA nor its employees sell insurance products. JNBA is not an agent of the Social Security Administration. All claiming strategies and benefits must be verified and accepted by the Social Security Administration. JNBA is not an agent...

    35 min

  4. JUL 29

    Navigating the Search for a Retirement Community

    In planning for retirement, it’s easy to let our minds wander towards beaches and palm trees or whatever the picture of our dream lifestyle represents. For many, the thought of needing any sort of long-term care is still quite distant. But the reality is that most adults will need senior care at some point. Today, we have a lot of choices when it comes to retirement communities, what the spectrum of care looks like and how to fund it.  In the latest episode of “Navigating Life Transitions” a podcast by JNBA Financial Advisors we are joined by Jonathan Rosenberg, owner and founder of Twin Cities Care, a professional Elder Care Referral Agency that specializes in helping families find senior housing to fit their unique needs. Alongside Elise Huston, Director of Advisory Services – Senior Advisor at JNBA and our host Kim Insley, we take a closer look at the various types of communities, models and continuums of care with considerations for families approaching these conversations.  DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. JNBA is not an insurance agent and no portion of the above should be construed as insurance advice. All insurance issues should be addressed with the insurance professional of your choosing. JNBA nor its employees sell insurance products. JNBA is not an agent of the Social Security Administration. All claiming strategies and benefits must be verified and accepted by the Social Security Administration. JNBA is not an agent...

    34 min

  5. JUN 13

    Long-Term Care Insurance: Navigating When and How to Use Benefits

    For millions of Americans, long-term care insurance is a part of their financial plan. Listen to this enlightening episode of JNBA’s podcast, Navigating Life Transitions, where we discuss some important considerations in the journey from signing a policy to using its benefits.  DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. JNBA is not an insurance agent and no portion of the above should be construed as insurance advice. All insurance issues should be addressed with the insurance professional of your choosing. JNBA nor its employees sell insurance products. JNBA is not an agent of the Social Security Administration. All claiming strategies and benefits must be verified and accepted by the Social Security Administration. JNBA is not an agent...

    21 min

  6. MAR 20

    Navigating a Financial Advisor Retiring

    DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. JNBA is not an insurance agent and no portion of the above should be construed as insurance advice. All insurance issues should be addressed with the insurance professional of your choosing. JNBA nor its employees sell insurance products. JNBA is not an agent of the Social Security Administration. All claiming strategies and benefits must be verified and accepted by the Social Security Administration. JNBA is not an agent...

    23 min

  7. FEB 20

    Navigating Death of a Spouse

    Losing a spouse can be one of life’s most emotional and traumatic transitions. From “the business of death” to life after loss, this “Navigating Life Transitions” podcast episode reminds us that the journey forward doesn’t have to be faced alone. DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. JNBA is not an insurance agent and no portion of the above should be construed as insurance advice. All insurance issues should be addressed with the insurance professional of your choosing. JNBA nor its employees sell insurance products. JNBA is not an agent of the Social Security Administration. All claiming strategies and benefits must be verified and accepted by the Social Security Administration. JNBA is not an agent...

    27 min

  8. 08/15/2024

    Navigating an Unexpected Job Search

    Navigating an unexpected job search can be overwhelming, filled with uncertainty and anxiety. However, it also offers a unique opportunity to reassess and realign your career path with your true passions and long-term goals. Host Kim Insley and guests Elise Huston and Nick Scheibel, both Senior Advisors at JNBA, discuss this transitional period and share insights to help you find your next career venture. DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. JNBA is not an insurance agent and no portion of the above should be construed as insurance advice. All insurance issues should be addressed with the insurance professional of your choosing. JNBA nor its employees sell insurance products. JNBA is not an agent of the Social Security Administration. All claiming strategies and benefits must be verified and accepted by the Social Security Administration. JNBA is not an agent...

    19 min
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About

Our lives are full of changes, challenges, opportunities, and decisions. Wouldn’t it be great to have the guidance of experienced professionals to help you through these twists and turns of life? On this conversation-based podcast, we bring together knowledgeable specialists, including financial advisors, tax professionals, and attorneys, to discuss different considerations when going through transitions like marriage, growing a family, caregiving, retirement, and more. Navigating Life Transitions is easier together.For more information on JNBA Financial Advisors, visit JNBA.com

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