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Our lives are full of changes, challenges, opportunities, and decisions. Wouldn’t it be great to have the guidance of experienced professionals to help you through these twists and turns of life? On this conversation-based podcast, we bring together knowledgeable specialists, including financial advisors, tax professionals, and attorneys, to discuss different considerations when going through transitions like marriage, growing a family, caregiving, retirement, and more. Navigating Life Transitions is easier together.
For more information on JNBA Financial Advisors, visit JNBA.com
19 Episodes
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In this podcast episode of Navigating Life Transitions, we talk about Medicaid, also known as Medical Assistance, and what factors go into determining how and when you can access it. DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Differ...
In planning for retirement, it’s easy to let our minds wander towards beaches and palm trees or whatever the picture of our dream lifestyle represents. For many, the thought of needing any sort of long-term care is still quite distant. But the reality is that most adults will need senior care at some point. Today, we have a lot of choices when it comes to retirement communities, what the spectrum of care looks like and how to fund it. In the latest episode of “Navigating Life Transition...
For millions of Americans, long-term care insurance is a part of their financial plan. Listen to this enlightening episode of JNBA’s podcast, Navigating Life Transitions, where we discuss some important considerations in the journey from signing a policy to using its benefits. DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, p...
DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment...
Losing a spouse can be one of life’s most emotional and traumatic transitions. From “the business of death” to life after loss, this “Navigating Life Transitions” podcast episode reminds us that the journey forward doesn’t have to be faced alone. DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JN...
Navigating an unexpected job search can be overwhelming, filled with uncertainty and anxiety. However, it also offers a unique opportunity to reassess and realign your career path with your true passions and long-term goals. Host Kim Insley and guests Elise Huston and Nick Scheibel, both Senior Advisors at JNBA, discuss this transitional period and share insights to help you find your next career venture. DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was inten...
How do you help ensure a bright future for loved ones with special needs, especially beyond your lifetime? By planning for their care and support, you can enhance their quality of life and provide peace of mind for yourself. In this episode, JNBA Financial Advisor Elise Huston and Stuart Bear, an attorney at Chestnut Cambronne, talk with host Kim Insley about considerations while making these preparations that can contribute to a secure and fulfilling future for those you care about. DISCLAIM...
Millions of Americans will embark on a second attempt at wedded bliss. And while getting married is a time of excitement and romance, it can be more complicated when two individuals bring together their already-established lives. This episode of “Navigating Life Transitions” covers various considerations for couples entering a second marriage, including asset merging, prenuptial agreements, estate planning and more. DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”...
How do you navigate growing a family? Parents sometimes joke they are never ready, but some considerations will help you be more financially and emotionally prepared. We discuss with Financial Advisors Elise Huston and Noel Silker on this latest episode of “Navigating Life Transitions” by JNBA Financial Advisors. DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receip...
Retirement is one of life’s biggest transitions. To help you better prepare for and embrace this new chapter of life, JNBA Financial Advisors brought together a few recent retirees and Amy Mullen, president of Money Quotient and an expert on navigating the transition to retirement. During this panel discussion, which was recorded as a special live episode of the Navigating Life Transitions podcast on April 16, 2024, we hear about new learnings and unexpected aspects of the transition to retir...
Whether it's discussing future inheritances with children, preparing for a new marriage, navigating the sale or transition of a family business, or deciding on the legacy you wish to leave behind, difficult conversations are a part of life. In this 23-minute episode, learn how financial professionals can assist you in navigating these discussions. DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of th...
Getting married is a time full of excitement, anticipation, and romance. One of the furthest things from your mind might be financial planning, but it’s worth some consideration as you merge your life – and assets – with another’s. In this 18-minute podcast, host Kim Insley and JNBA Advisors Elise Huston and Chris Mastley talk about the benefits of open and honest conversations before your wedding day. DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended...
An inheritance of any size can be a significant gift. But it can come with an entanglement of emotions, the involvement of multiple parties, and many other considerations. In this 15-minute episode of “Navigating Life Transitions,” host Kim Insley talks with JNBA Advisors Elise Huston and Luke Traxler about the complexities and emotions of both leaving and receiving an inheritance, and reflect on memorable stories of impactful legacy. DISCLAIMER: The previous presentation by JNBA Financ...
How do you financially gift to the next generation and beyond? Whether for education or to create financial ease for kids or grandkids, seeing the impact financial gifts have while you’re living can bring meaning and enjoyment to your life. In this 18-minute episode, guests Elise Huston and Christopher Mastley, both Advisors at JNBA, share insights into the strategies behind financial gifting and how they’ve helped individuals and families facilitate. DISCLAIMER: The previous presentati...
1When it comes to charitable giving, there are many ways – both big and small – to make a difference. So, where and how does one begin? In this 18-minute episode, JNBA Advisors, Elise Huston and Nick Scheibel, chat with host Kim Insley about strategies to maximize the opportunity to give, from Qualified Charitable Distributions to Donor Advised Funds, from appreciated stock to volunteering your time. DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended fo...
Have you recently found yourself with an "empty nest?" As you launch your children into young adulthood, you might find yourself navigating new feelings and considerations. In this episode of the "Navigating Life Transitions" podcast, host Kim Insley and JNBA team members share some of their personal experiences along with ideas for embracing this new phase of life. DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purpos...
You got a promotion! While the shiny new title and accompanying salary bump can mean great things for your bank account, it also opens up a number of other opportunities and considerations. In this episode of Navigating Life Transitions, host Kim Insley talks with two JNBA Financial Advisors and a Certified Public Accountant from one of our strategic partners about what to do if you have recently experienced a significant change in your income. DISCLAIMER: The previous presentation by J...
How do you want to be remembered? It can be hard to think about, but it’s important, as the answer is unique to each individual. In this 24-minute podcast, host Kim Insley and JNBA Advisors Elise Huston and Patrick Moyneur prompt ideas on how you can leave a lasting legacy. DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personaliz...
When are you – and your finances – ready for retirement? In this 21-minute podcast, host Kim Insley talks with three advisors from JNBA Financial Advisors about important factors to consider when laying out your plan for retirement. DISCLAIMER: The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any othe...
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