Những podcast JBL Financial hay nhất (2025)

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2/1/25 - Retirement Planning: Don’t Let Your Money Run Away Like a Bad Date! 1:49:32

29d ago1:49:32

1:49:32

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 ep…

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1/25/25 - RMDs, Medicare, and Retirement: What You Need to Know to Stay Ahead 1:48:56

1M ago1:48:56

1:48:56

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…

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1/11/25 - Retirement Planning 101: What You Need to Know About RMDs 1:48:26

2M ago1:48:26

1:48:26

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 manag…

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1/4/25 - The Best Strategies for Navigating Required Minimum Distributions (RMDs) and Inherited Assets 1:49:36

2M ago1:49:36

1:49:36

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 inherit…

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12/28/24 - The Best Strategies for Navigating Medicare Myths and Retirement Finances 1:48:59

2M ago1:48:59

1:48:59

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…

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12/21/24 - Retirement Planning: Is Your Money Working Harder Than You Are? 1:48:16

2M ago1:48:16

1:48:16

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 a…

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12/14/25 - Medicare Made Easy: Your Roadmap to Better Healthcare Decisions! 54:50

3M ago54:50

54:50

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 ques…

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12/7/25 - From Inheritance to Income: Making the Most of Your Financial Assets 1:48:49

3M ago1:48:49

1:48:49

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 …

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11/30/24 - Retirement Planning: Because “I’ll Figure It Out Later” Isn’t a Strategy! 1:48:50

3M ago1:48:50

1:48:50

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, part…

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11/23/25 - The Best Strategies for Navigating Medicare and Wealth Management in Retirement 1:49:03

3M ago1:49:03

1:49:03

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 Med…

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11/16/24 - How to Make Your Money Work for You in Retirement 1:25:59

4M ago1:25:59

1:25:59

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 …

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11/9/24 - Avoiding Common Retirement Pitfalls 1:37:18

4M ago1:37:18

1:37:18

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…

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11/2/25 - Optimize Your Medicare Benefits Before the Year Ends! 1:40:30

4M ago1:40:30

1:40:30

In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham delve into the complexities of retirement planning, emphasizing the importance of having a financial coach. They discuss the interconnectedness of financial decisions, such as investments, Social Security, and healthcare, and how changes in tax la…

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10/26/24 - The Best Strategies for Navigating Medicare and Retirement Planning 1:39:16

4M ago1:39:16

1:39:16

In this episode of "Straight Talk on Retirement," the hosts, Jeff and Erin Lapidus, along with Robert Markham, delve into essential retirement planning topics. They emphasize the importance of creating a comprehensive financial game plan that includes preserving assets, generating reliable income, and addressing healthcare needs. A caller's questio…

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10/19/24 - Are You Ready to Navigate Medicare and Social Security for a Secure Retirement? 1:48:56

4M ago1:48:56

1:48:56

In this episode of "Straight Talk on Retirement," the hosts delve into essential retirement planning topics, focusing on Medicare, Social Security, and financial strategies. Jeff Lapidus emphasizes the importance of personalized retirement plans, while Erin Lapidus introduces the concept of "retirement rockstars," highlighting the need for predicta…

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10/12/24 - Are You Ready for Medicare Open Enrollment? 1:49:26

5M ago1:49:26

1:49:26

In this episode of "Straight Talk on Retirement," hosts Erin Lapidus and Robert Markham focus on crucial financial and retirement planning strategies, particularly Medicare planning as the open enrollment period approaches. They emphasize the importance of having an emergency fund, maximizing 401(k) contributions, and understanding estate planning …

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10/5/24 - Medicare Made Easy: Understanding Your Options 1:49:24

5M ago1:49:24

1:49:24

In this episode of "Straight Talk on Retirement," the hosts and financial experts delve into essential retirement planning strategies. Erin Lapidus, President of JBL Financial Services, emphasizes the importance of a comprehensive game plan to preserve and grow assets, create reliable income streams, and address healthcare needs. Robert Marcum, a s…

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9/28/24 - How to Manage Assets for Future Generations! 1:49:23

5M ago1:49:23

1:49:23

In this episode of "Straight Talk on Retirement," hosts Jeff and Erin Lapidus, along with Robert Markham, dive into essential retirement planning strategies. They focus on managing assets, creating reliable income streams, and addressing healthcare needs, particularly Medicare options. The hosts preview their October newsletter, which includes arti…