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Reflections from Jeff

Straight Talk on Retirement with JBL Financial
20/11/2017 5 min
Reflections from Jeff

Listen "Reflections from Jeff"

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Episode Synopsis

As we begin this New Year, Jeff reflects on some things he's learned most over the years - from client habits to technological changes.

More episodes of the podcast Straight Talk on Retirement with JBL Financial

11-15-25 - Medicare Questions, ACA Changes, Roth Conversion Pitfalls, and Year-End Planning Insights 15/11/2025
11-8-25 - Inside the November Newsletter: Roth Trends, the Sandwich Generation, and Listener Q&A 08/11/2025
11-1-25 - Understanding Social Security Taxes, Roth Decisions, and the New Ten-Year Inheritance Rule 01/11/2025
10-25-25 - How Rising Interest Rates Can Affect Your Retirement Income 25/10/2025
10-18-25 - Should You Pay Off Your Mortgage Before You Retire? 18/10/2025
10-11-25 - Planning for Healthcare Costs in Retirement 11/10/2025
10-4-25 - When Is the Right Time to Retire? 04/10/2025
9-27-25 - Smart Ways to Plan for Taxes in Retirement 27/09/2025
9-20-25 - How to Keep Your Retirement Plan on Track Through Market Changes 20/09/2025
9-13-25 - What the Fed’s Next Move Could Mean for Your Retirement Income 13/09/2025
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