Straight Talk on Retirement with JBL Financial
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.
Episodes
In this episode of "Straight Talk on Retirement," host Jeff Lapidus—joined by certified financial planner Erin Lapidus and wealth manager Robert Markham—discusses key retirement planning topics, including asset preservation, income planning, healthcare, and estate strategies. Frank Ellis, who specializes in Medicare planning, shares updates on upcoming changes to Medicare and prescription drug coverage. The episode offers practical...
In this episode of "Straight Talk on Retirement," Erin Lapidus is joined by Jeff Lapidus and Rob Markham to explore strategies for managing 401(k) plans and understanding required minimum distributions (RMDs). They highlight the potential advantages of rolling over 401(k)s into self-directed IRAs, and why it’s important to understand RMDs to avoid penalties. The episode also covers strategic asset gifting and the role of Medicare p...
In this episode of "Straight Talk on Retirement," Erin and Jeff Lapidus, along with Robert Markham, explore key strategies for retirement planning. They emphasize the value of a structured financial plan focused on preserving assets, planning for income, and addressing healthcare needs. The hosts discuss Roth IRA conversions, staying invested through market shifts, and prioritizing high-interest debt. They also break down considera...
In this episode of "Straight Talk on Retirement," Erin Lapidus, Robert Markham, and Jeff Lapidus explore key retirement planning topics—from Medicare choices and Social Security timing to handling market volatility and keeping cash reserves. They share practical guidance and emphasize regular reviews and proactive planning to help listeners prepare for a retirement that fits their needs.
In this episode of "Straight Talk on Retirement," Jeff and Erin Lapidus, along with Robert Markham, share insights on retirement planning for income, healthcare, and wealth transfer. They discuss subjects such as Medicare options, direct transfers vs. lump sums, and managing healthcare costs while traveling. The hosts offer practical guidance and encourage listeners to build a retirement plan tailored to their needs.
In this episode of "Straight Talk on Retirement," hosts Jeff and Erin Lapidus, along with Robert Markham, explore the complexities of Social Security benefits and retirement planning. They highlight the importance of timing when claiming benefits, especially for couples, to help optimize outcomes. Erin addresses a listener’s question about spousal benefits and discusses recent legal changes.
In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham provide insights on retirement planning, focusing on IRA contributions, Social Security, Medicare, and investment strategies. They emphasize the importance of a comprehensive retirement game plan, addressing listener questions on topics like Roth IRA conversions, required minimum distributions, and Medicare enrollment. The hosts r...
In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham provide insights into retirement planning, focusing on the rollover process from employer-sponsored plans to IRAs. They explain the importance of keeping pre-tax and after-tax contributions separate to avoid unnecessary taxation. The team discusses options for managing rolled-over funds, such as transferring to a Roth IRA or takin...
In this episode of "Straight Talk on Retirement," Erin Lapidus, President of JBL Financial Services, alongside her father Jeff Lapidus and husband Robert Markham, delve into key retirement planning strategies. They discuss asset management, income streams, and healthcare coverage, emphasizing the importance of a comprehensive financial plan. The episode features a caller named Rick, who seeks advice on Medicare enrollment, and a ca...
In this episode of "Straight Talk on Retirement," Erin and Jeff Lapidus, along with life insurance specialist Robert Markham, provide actionable advice for those nearing or in retirement. They focus on managing Required Minimum Distributions (RMDs), emphasizing the importance of understanding tax implications and aligning withdrawals with financial goals. The discussion also covers strategies for charitable contributions to reduce ...
In this episode of "Straight Talk on Retirement," Erin Lapidus, Jeff Lapidus, and Robert Markham delve into essential retirement planning topics, focusing on required minimum distributions (RMDs) and investment strategies. Erin emphasizes the importance of understanding RMDs to avoid penalties, while Jeff explains the rules and strategies for managing these mandatory withdrawals. Robert highlights the need for financial safety nets...
In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham provide advice on essential retirement planning topics. They discuss required minimum distributions (RMDs), emphasizing their importance for those nearing age 73. The episode also features a caller, Brian, who seeks guidance on managing an inheritance of retirement accounts. The hosts explain the tax implications and distribution ...
In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham provide valuable insights into retirement planning, focusing on creating a comprehensive financial game plan. They discuss strategies for preserving and growing assets, generating income streams, and addressing healthcare needs, including Medicare enrollment. The episode also highlights the importance of educating younger generati...
In this episode of "Straight Talk on Retirement," hosts Jeff and Erin Lapidus, along with Robert Marcum, delve into essential retirement planning topics. They discuss strategies for managing required minimum distributions (RMDs) from IRAs, emphasizing the importance of understanding tax implications and planning withdrawals effectively. The hosts also address listener questions about consolidating retirement accounts, navigating Me...
In this episode of "Straight Talk on Retirement," Jeff and Erin Lapidus delve into the complexities of Medicare, focusing on Medicare Advantage plans and prescription drug coverage. They highlight recent changes, such as the Anthem and Mercy agreement, and stress the importance of understanding enrollment periods and drug formularies. Listener questions are addressed, including concerns about tier five medications and plan benefits...
In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Marcum delve into essential retirement planning topics. They discuss the importance of creating a reliable income stream, managing healthcare costs, and planning for long-term care. The hosts emphasize the need for a comprehensive game plan that includes liquidity for emergencies and planned expenses. They also address the complexities of...
In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham delve into essential retirement planning strategies for those nearing retirement. They emphasize the importance of a comprehensive financial game plan, focusing on asset preservation, reliable income generation, and healthcare considerations, particularly Medicare enrollment.
The hosts discuss a case study of a couple, Tom and To...
In this episode of "Straight Talk on Retirement," hosts Erin and Jeff Lapidus, along with Robert Markham, delve into essential retirement planning topics. They emphasize the importance of creating a comprehensive financial game plan, focusing on preserving and growing assets, establishing income streams, and managing healthcare costs, including Medicare options. The hosts also discuss the benefits of rebalancing portfolios, tax str...
In this episode of "Straight Talk on Retirement," the hosts, including Jeff and Erin Lapidus, along with Robert Markham, delve into crucial aspects of retirement planning. They discuss the benefits and cost structures of Medicare Advantage plans, emphasizing the importance of understanding premiums and out-of-pocket expenses. The conversation also covers strategies for managing retirement assets, such as maintaining liquidity and c...
In this episode of "Straight Talk on Retirement," hosts Aaron Lapidus, Jeff Lapidus, and Rob Marcum provide essential financial strategies for those nearing retirement. They emphasize the importance of having a comprehensive written financial game plan to manage assets, secure income, and address healthcare needs. Key topics include:
- Financial Game Plan: Crafting a plan to preserve and grow retirement assets, ensure reliable i...
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