Plentiful Wealth Podcast: Recent Episodes
Jeb Jarrell
As a Certified Financial Planner, Jeb Jarrell believes money is just a tool, not the end goal. Wealth is more than just money. It's the sum of our time, talent and treasure. Jeb's focus is on helping you to Maximize Your Return on Life. Episodes will focus on topics including tax planning, cashflow and savings retirement planning, charitable giving and more.
In this episode of the "Plentiful Wealth Podcast," host Jeb Jarrell focuses on a critical but often overlooked aspect of retirement planning: maintaining health to maximize the enjoyment of retirement years. Jeb begins by discussing a recent study revealing that less than half of Americans nearing retirement feel prepared, and emphasizes that even those who do still often neglect their health, which can limit their ability to enjoy activities like travel and spending time with family.
He draws from Dr. Peter Attia's book "Outlive," which introduces the concept of the 'centenarian decathlon'—activities necessary to live to 100. Jeb discusses the three pillars of a healthy retirement: nutrition, exercise, and sleep. He highlights the importance of avoiding processed foods, engaging in regular exercise tailored to aging bodies, and ensuring quality sleep to enhance both physical and mental health. Jeb also explores proactive health management strategies to prevent diseases like heart disease and diabetes.
The podcast is rich with practical advice for retirees to improve their metabolic health, maintain mobility, and extend their 'health span' to fully enjoy their retirement years.
Welcome back to Plentiful Wealth Perspectives! As we launch into season two, I'm excited to share a fresh format aimed at delivering concise, impactful advice. Our opening episode addresses a critical question: how do you vet potential financial planners?
Here’s what I cover:
- The Challenge: Distinguishing between financial advisors can be hard, particularly when their services appear similar.
- Key Tools: BrokerCheck by FINRA is a starting point for vetting advisors, offering access to their history, qualifications, and any red flags.
- Evaluation Criteria: Discussing what to look for in a financial planner's background, including education, experience, and disclosure information.
- Red Flags: Highlighting warning signs that suggest a financial planner might not align with your needs.
My goal is to empower you with the knowledge to select a financial planner who genuinely supports your financial journey. Let's dive in.
Episode 18: Louisville Certified Financial Planner Jeb Jarrell announces his involvement as the Director of the Render Capital Angel Network. Angel investing is an option for individuals who are looking for potential returns resulting in their funding of successful start-ups. The returns can be extremely high, but the same can be said for the risk. Jeb will explain angel investing and why it may be an option you should consider.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
Episode 17: Louisville Certified Financial Planner Jeb Jarrell interviews Nick Carter. Nick is a navy veteran, he led an IPO for Natural Resource Partners and now serves on several boards. He’ll share perspectives gained through some very interesting experiences is both business and life.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
Episode 16: Louisville Certified Financial Planner Jeb Jarrell interviews Charles Hall who is the former president of the Association Services Group. He recently sold his interest in the business and is now semi-retired. They’ll discuss how Charles build the business, his transition out of the business and what life is like after the sale of his business.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
Episode 15: Louisville Certified Financial Planner Jeb Jarrell interviews Katie Blakeley. She rose to lead PetFirst, a pet insurance company and played a significant role in its growth and ultimate sale to MetLife. Jeb and Katie explore her journey and what she learned.
I’d like to thank Katie Blakeley for taking the time to share her candor and advice for those who are thinking about selling the business or are beginning the process. It’s going to be an adventure.
At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your strategies. A good advisor will bring a solid perspective, but also know how to develop and implement your strategy. You can schedule a meeting with Louisville Certified Financial Planner Jeb Jarrell, by clicking this link.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
Episode 15: Louisville Certified Financial Planner Jeb Jarrell interviews Katie Blakeley. She rose to lead PetFirst, a pet insurance company and played a significant role in its growth and ultimate sale to MetLife. Jeb and Katie explore her journey and what she learned.
I’d like to thank Katie Blakeley for taking the time to share her candor and advice for those who are thinking about selling the business or are beginning the process. It’s going to be an adventure.
At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your strategies. A good advisor will bring a solid perspective, but also know how to develop and implement your strategy. You can schedule a meeting with Louisville Certified Financial Planner Jeb Jarrell, by clicking this link.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
Episode 14: Louisville Certified Financial Planner Jeb Jarrell interviews Certified Exit Planning Advisor (CEPA) Linda Ruffenach, with Execuity. She was the CEO of a large company. Now, she works with other business owners who are ready to begin maximizing the value of their companies and planning for succession. Linda and Jeff will discuss the process of succession planning and related topics.
Meet Linda Ruffenach
Linda owns Execuity Value Advisors. She and her team work with business owners to maximize the value and profitability of their businesses as a preliminary step to transitioning their roles. The end result is the execution of a successful succession to new owners and/or leaders. Linda comments that all business owners will eventually leave their respective businesses, either on their terms or someone else’s terms.
We’d like to thank Linda Ruffenach for taking the time to share her perspective and advice for business owners considering the sale of a business.
At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your strategies. A good advisor will bring a solid perspective, but also know how to develop and implement your strategy. You can schedule a meeting with Louisville Certified Financial Planner Jeb Jarrell, by clicking this link.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
Episode 13: Louisville Certified Financial Planner Jeb Jarrell interviews entrepreneur Andrew McIntosh. They’ll discuss Andrew’s journey and the eventual selling of his company, SKYE Technologies. Andrew is a cyber-security expert.
We’d like to thank Andrew McIntosh for taking the time to share his journey and perspectives.
At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your strategies. A good advisor will bring a solid perspective, but also know how to develop and implement your strategy. You can schedule a meeting with Louisville Certified Financial Planner Jeb Jarrell, by clicking this link.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
Episode 12: Certified Financial Planner Jeb Jarrell discusses bonds. He’ll explain a few different types of bonds and how they work as an investment. Depending upon the state of the economy, your bond strategy has a specific role as part of your overall, financial portfolio. Let’s listen to Jeb explain the how you may be able to use bonds more effectively to accomplish the goal of Maximizing Your Return on Life.
At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your investment strategies. A good advisor will bring a solid perspective, but also know how to develop and implement your strategy. You can schedule a meeting with Certified Financial Planner Jeb Jarrell, by clicking this link.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
Episode 11: Certified Financial Planner Jeb Jarrell is joined by estate planning attorney Matt Doane for an important discussion. A comprehensive financial plan should take into consideration estate planning issues for you, your heirs and your estate.
Would You Like to Contact Estate Planning Attorney Matt Doane?
Phone: (502) 602-0008
Website: www.CornerstoneLawKY.com
At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your investment strategies. A good advisor will bring a solid perspective, but also know how to develop and implement your strategy.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
Episode 10: Certified Financial Planner Jeb Jarrell does some investment myth busting in today’s episode. There’s a lot of misinformation out there. Jeb’s going to provide some insights to help you to clear up some of the issues and help you to avoid a few common mistakes. At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your investment strategies. A good advisor will bring a solid perspective, but also know how to develop and implement your strategy.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
Episode 9: Certified Financial Planner Jeb Jarrell discusses various types of insurance for young professionals. We briefly touched on how insurance plays a role in a comprehensive financial plan, in Episode 3. Today, he focuses on protecting your family.
No one wants to think about what could happen in the event of a medical emergency or a car wreck, but it’s an unfortunate reality. Having a plan in place is an important step in protecting you, your family and your assets.
At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your investment strategies. A good advisor will bring a solid perspective, but also know how to develop and implement your strategy.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
Episode 8: Certified Financial Planner Jeb Jarrell discusses dealing with volatility. As an investment advisor, a turbulent economy can be challenging, but generally speaking, there are steps you can take to limit the impact of that turbulence. Let’s listen to Jeb as he explains how.
The economy has been very volatile during the last several months. The question is how do you best deal with it, and possibly even take advantage of it?
Episode 7: Certified Financial Planner Jeb Jarrell interviews EA Timalyn Bowens of Bowens Tax Solutions. An EA is an Enrolled Agent. As an EA, Timalyn is a tax professional who can handle returns and other related activities. However, an EA is also licensed by the IRS to represent tax payers in all 50 states. Let’s join today’s conversation.
Meet Bowens Tax Solutions
Timalyn started her company 5 years ago. She has a passion for tax law. In addition to preparing tax returns, she represents tax payers who are in trouble with the IRS and can’t effectively represent themselves. She handles audit representation and negotiating back tax payments.
To Contact Timalyn at Bowens Tax Solutions
Visit Her Website: www.BowensTaxSolutions.com (Use the Book Now Tab)
Timalyn does video meetings (via Zoom), phone consultations and face-to-face discussions. She offers a free 15-minute initial consultation.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes. Jeb Jarrell is here to help you to Maximize Your Return on Life.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
Episode 6: Certified Financial Planner Jeb Jarrell answers 3 questions he hears most often from clients and those thinking about hiring a financial advisor. If that person is between 35 and 45 years old, these issues are always brought up during conversations. We’ll break them down in this episode.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
Episode 5: Certified Financial Planner Jeb Jarrell discusses year-end tax planning. There are some changes ahead, so Jeb will offer his perspective on how to determine if those changes will affect you and what you should plan for if they do. He’ll address estate planning, tax planning and charitable giving. The 3 topics often go together.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
Episode 4: This is the second-half of a discussion with Certified Financial Planner Jeb Jarrell on basic personal finance and financial planning. This discussion will outline the elements of a personal financial plan, relevant to any young professional. We’ll discuss workplace benefits, retirement planning, tax planning and investment management. Let’s join Jeb to learn more.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
Episode 3: As a Certified Financial Planner, Jeb Jarrell is going to provide a 2-part series on basic personal finance and financial planning. This discussion will outline the elements of a personal financial plan, relevant to any young professional. Let’s join Jeb to learn more.
Creating an investment strategy is actually Step 3, but it’s the one everyone seems to think of first. It should all begin with a serious effort aimed at goal setting. This includes the short, medium and long-term goals for you and your family’s future. Managing your cash flow also comes before investing. That would include an emergency fund to enable you to weather a storm, should it arise.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
Episode 2: Jeb Jarrell is a Certified Financial Planner and today he discusses what it’s like to work with a qualified financial planner. It’s much more than just stocks and bonds. Let’s listen as Jeb explores this topic.
It Begins with Setting Goals
Even before you first meet with an advisor, you’ll want to talk though your goals. Once you’ve defined them, a plan can be built to help you accomplish them. Focus on short, intermediate and long-term goals can help you to Maximize Your Return on Life.
Part of Jeb’s role is to help a client envision the various possibilities. Some of his clients have a general idea, but there are so many opportunities. He can use his experience and education to broaden the opportunities and then to focus on the ones that are most important for the individual client(s).
Understanding Cash Flow
This is an important part of the work Jeb does with a client, in the early stages. It’s a sensitive issue, but budgeting can help you to reach your objectives and goals more quickly. This can involve understanding the amount and nature of your debts. Student loans may be a significant part of the debt load. There are various ways to approach student loan debt.
Debt management is important
Credit card debt can be problematic for many people. As mortgage rates change, this may be another factor to evaluate. There are other financial issues to review.
Insurance Issues
Jeb does not sell insurance, but he’s very familiar with the products. There are various types of coverages that can function as part of an overall, comprehensive financial plan. Term life insurance is an excellent tool for young individuals and families. Disability insurance is often overlooked, but can be extremely important.
Retirement Planning and Investments
Rather than trying to pick those hot stocks, Jeb works with clients to make sure the above issues are in place, first. Now, when it comes to retirement planning, he calculates investment levels based on the clients’ goals and objectives. This can include structuring social security payments, pension payments and other sources. He can help you to weigh the options and choose the proper tools, based on your risk-tolerance.
If your company offers a 401(k), Jeb can help you to make the right investment selections within that plan. He’ll then coach you on the asset allocations and the contribution levels. A Roth IRA is an important opportunity for those who qualify.
Tax Planning
Jeb is not an accountant, but he can advise on tax planning strategies. He can work with you and your accountant or CPA to minimize your tax liability. It’s part of Jeb’s comprehensive approach to financial planning.
There are more options, such as College 529 plans to help fund future education expenses. The key is to start early.
Business Planning
Many young professionals are also beginning to consider starting a new business or forming a partnership. There are start-up issues, cash flow considerations and self-employed investment options. Obviously, there are also business tax issues to consider.
You can rely on Jeb’s experience to offer guidance and advise as you begin to navigate your course through important financial issues. He also has an extensive network of other professionals who can be brought in to address specific issues, as needed.
Closing Advice
The most important word of advice is to start early. It’s easier than you think. You’ll have more options and your plan will have more time to grow.
Did You Like What You Heard Today?
As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.
If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com. You can also follow him on Facebook.
Thanks for listening!
Episode 1: Jeb Jarrell is a Certified Financial Planner who’s launching his Plentiful Wealth podcast. On today’s episode, we’ll learn about Jeb’s background and his approach to helping you to Maximize Your Return on Life. Let’s join the conversation.
Jeb Jarrell is a Certified Financial Planner. He's launching a new podcast on July 13, 2021 to help you Maximize Your Return on Life!