Straight Talk on Retirement with JBL Financial

JBL Financial
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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.

  1. Aug 1

    8-1-26 Roth Conversions: How to Avoid Costly Tax & Medicare Mistakes in Retirement

    Is a Roth conversion the right move for your retirement plan? The Retirement Coaches discuss how Roth conversions can help reduce future taxes—but only when they're done strategically. They explain how tax brackets, Medicare IRMAA surcharges, required minimum distributions (RMDs), and cash flow all work together when evaluating a conversion strategy.

  2. Jul 25

    7-25-26 There's a Better Way: Retirement Income, Social Security & Medicare Decisions

    Is there a better way to approach retirement? In this episode, The Retirement Coaches discuss retirement income planning, Social Security claiming strategies, tax-aware Roth and traditional IRA withdrawals, inherited IRA planning, and important Medicare enrollment decisions—including COBRA and Medicare Advantage. Plus, they answer listener questions to help you make informed retirement planning decisions.

  3. Jul 18

    7-18-26 When Should You Claim Social Security? Key Strategies Every Retiree Should Know

    When is the right time to claim Social Security? The Retirement Coaches break down the key rules surrounding Social Security benefits, including when to claim, how continued employment may affect your benefits, and important considerations for married couples and surviving spouses. The conversation also covers retirement income planning, Medicare updates, identity theft prevention, umbrella insurance, and answers to listeners' retirement and financial planning questions.

  4. Jul 11

    7-11-26 Inheritance Planning, 401(k) Strategies & Medicare Q&A

    This week, the Retirement Coaches discuss important considerations when receiving an inheritance, including taxes, retirement savings opportunities, debt, and investment decisions. They also answer listener questions about active versus passive investing, 401(k) strategies, target-date funds, Medicare coverage, gifting rules, and retirement planning, offering practical insights to help listeners make informed financial decisions.

  5. Jul 4

    7-4-26 Smart RMD Strategies, Retirement Income Planning & Medicare Questions Answered

    The Retirement Coaches discuss practical strategies for managing Required Minimum Distributions (RMDs), creating retirement income, planning tax-efficient wealth transfers, and navigating key Medicare enrollment decisions. Plus, they answer listener questions on inherited IRAs, home financing in retirement, retirement account distributions, and Medicare billing. Tune in for timely retirement planning insights designed to help you make more informed financial decisions.

  6. Jun 27

    6-27-26 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.

  7. Jun 20

    6-20-26 Life Insurance Myths, Medicare Coverage & Retirement Planning Insights

    Jeff Lapidus flies solo this week covering common life insurance misconceptions, strategies for long-term care planning, retirement income decisions, and Medicare coverage for durable medical equipment with Medicare Coach Frank Ellis. Plus, listener questions on Roth conversions, gifting to children and grandchildren, and managing retirement taxes.

  8. Jun 13

    6-13-26 Retirement Travel, Portfolio Mix & Income Planning

    The Retirement Coaches discuss how to balance portfolio risk and income in retirement, sustainable withdrawal strategies, Medicare coverage while traveling, long-term care planning, and what recent market developments could mean for investors. They also answer listener questions on retirement readiness, beneficiary IRAs, and retirement income planning.

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About

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.

Information

  • Creator
    JBL Financial
  • Years Active
    2025 - 2026
  • Episodes
    298
  • Rating
    Clean
  • Copyright
    © Copyright 2025 All rights reserved. Visit our main page for important disclaimers and details.
  • Show Website
    Straight Talk on Retirement with JBL Financial

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