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This Thing Called Money
Let's Make Sense of This Thing Called Money, is a podcast about… well, money. Where we explore the emotions behind money and how it affects people's lives.
Stephen C. Jones, AAMS, AIF, CFP®
President
Jones Financial Partners
717 Wall St.Norman, OK 73069
Ph: 405.366.1297 x3
C: 405.310.9563
F: 405.366.134
www.JonesFinancialPartners.com
"Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser.
Cetera is under separate ownership from any other named entity" The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Episodes
11 episodes
Inheriting Money in a Post-2020 World
IN THIS EPISODE, YOU'LL LEARN:What is an RMD?Inheriting money in an IRA could cost your beneficiaries thousands. SECURE Act 2.0 Changes & Updated to the RMD RuleRMD Strategies ...
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401k Cash Machines? - Why Are People Treating Their 401k's Like ATMs
IN THIS EPISODE, YOU'LL LEARN:What is a 401k, and how should you use it Consequences for taking out money earlyAverage 401k balance by ageHow much $1 will be at age 65...
Why Are American's Down on a Strong Economy?
IN THIS EPISODE, YOU'LL LEARN:History of the stock marketHow to have a long-term investing mindsetSimple tools to stay investedPast Shows:
Preparing for Potential Changes in Tax Law w/Michael Montemayor
IN THIS EPISODE, YOU'LL LEARN:New Tax CreditsTax Cuts and Jobs Act Sunset Date & ChangesKey Tax Realities that Everyone Should KnowWhat to plan for in 2024 and Beyond
Why Are People Making $100K A Year Living Paycheck To Paycheck?
IN THIS EPISODE, YOU'LL LEARN:Why are people living paycheck to paycheck? Where is your money going? How to create a "Backwards Budget"What you can do now to improve your financia...
Money Tips: Spending Plan
Stephen's LinkedIn: https://www.linkedin.com/in/wallstadvisor/Website: www.jonesfinancialpartners.comBlog:
When is enough, Enough?
CONNECT WITH US:Stephen's LinkedIn: https://www.linkedin.com/in/wallstadvisor/Website: www.jonesfinancialpartners.comB...
SECURE ACT 2.0 / What You Need to Know
IN THIS EPISODE, YOU'LL LEARN:SECURE ACT 2.0 Retirement UpdatesHow you can convert your 529 plan to a Roth IRAROTH options for SEP/SIMPLE IRAsRMD age increasedCONNECT WITH US:<...
3 Tips to Help Temper Taxes w/ Sean Walker
IN THIS EPISODE, YOU'LL LEARN:How to take advantage of investment lossesWhat's the difference between ordinary income tax and capital gains taxHow to plan strategicallyWhat's the difference between...