The Plentiful Wealth Perspectives Podcast Jeb Jarrell
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Welcome to Plentiful Wealth Perspectives, the podcast where your journey to a worry-free retirement begins. Hosted by Jeb Jarrell, CFP, an experienced financial planner with a passion for simplifying retirement, this show is your trusted source for practical advice, insights, and strategies to secure your financial future.
Each episode is designed to break down one specific area of retirement planning, with the goal of walking away with implementable advice in under fifteen minutes. Jeb brings his expertise straight to you, covering everything from investment strategies and retirement tax strategies, to how to choose the right financial advisor.
Whether you're just starting to think about retirement or you're looking for ways to optimize your existing plan, Plentiful Wealth Perspectives has something for you. Join me and take the first step towards a secure, fulfilling retirement.
Because planning your future should be exciting - not scary.
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How to Verify Advisor Experience and Credentials via FINRA's Brokercheck Tool
Welcome back to Plentiful Wealth Perspectives! As we launch into season two, I'm excited to share a fresh format aimed at delivering concise, impactful advice. Our opening episode addresses a critical question: how do you vet potential financial planners?
Here’s what I cover:
The Challenge: Distinguishing between financial advisors can be hard, particularly when their services appear similar. Key Tools: BrokerCheck by FINRA is a starting point for vetting advisors, offering access to their history, qualifications, and any red flags. Evaluation Criteria: Discussing what to look for in a financial planner's background, including education, experience, and disclosure information. Red Flags: Highlighting warning signs that suggest a financial planner might not align with your needs. My goal is to empower you with the knowledge to select a financial planner who genuinely supports your financial journey. Let's dive in. -
Interested in Learning about Angel Investing?
Episode 18: Louisville Certified Financial Planner Jeb Jarrell announces his involvement as the Director of the Render Capital Angel Network. Angel investing is an option for individuals who are looking for potential returns resulting in their funding of successful start-ups. The returns can be extremely high, but the same can be said for the risk. Jeb will explain angel investing and why it may be an option you should consider.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
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Protect Your Reputation - Interview with Nick Carter
Episode 17: Louisville Certified Financial Planner Jeb Jarrell interviews Nick Carter. Nick is a navy veteran, he led an IPO for Natural Resource Partners and now serves on several boards. He’ll share perspectives gained through some very interesting experiences is both business and life.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
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Selling a Business to Internal Buyers - Interview with Charles Hall
Episode 16: Louisville Certified Financial Planner Jeb Jarrell interviews Charles Hall who is the former president of the Association Services Group. He recently sold his interest in the business and is now semi-retired. They’ll discuss how Charles build the business, his transition out of the business and what life is like after the sale of his business.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening! -
The Journey to Acquisition - Interview with Katie Blakeley
Episode 15: Louisville Certified Financial Planner Jeb Jarrell interviews Katie Blakeley. She rose to lead PetFirst, a pet insurance company and played a significant role in its growth and ultimate sale to MetLife. Jeb and Katie explore her journey and what she learned.
I’d like to thank Katie Blakeley for taking the time to share her candor and advice for those who are thinking about selling the business or are beginning the process. It’s going to be an adventure.
At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your strategies. A good advisor will bring a solid perspective, but also know how to develop and implement your strategy. You can schedule a meeting with Louisville Certified Financial Planner Jeb Jarrell, by clicking this link.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening! -
Preparing to Sell a Business - Interview with Linda Ruffenach
Episode 14: Louisville Certified Financial Planner Jeb Jarrell interviews Certified Exit Planning Advisor (CEPA) Linda Ruffenach, with Execuity. She was the CEO of a large company. Now, she works with other business owners who are ready to begin maximizing the value of their companies and planning for succession. Linda and Jeff will discuss the process of succession planning and related topics.
Meet Linda Ruffenach
Linda owns Execuity Value Advisors. She and her team work with business owners to maximize the value and profitability of their businesses as a preliminary step to transitioning their roles. The end result is the execution of a successful succession to new owners and/or leaders. Linda comments that all business owners will eventually leave their respective businesses, either on their terms or someone else’s terms.
We’d like to thank Linda Ruffenach for taking the time to share her perspective and advice for business owners considering the sale of a business.
At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your strategies. A good advisor will bring a solid perspective, but also know how to develop and implement your strategy. You can schedule a meeting with Louisville Certified Financial Planner Jeb Jarrell, by clicking this link.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!