Navigating Life Transitions by JNBA Financial Advisors
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
Episodes
21 episodes
Navigating Care for Aging Parents
A recent report shows that roughly one in four American adults are caregivers, with approximately 59 million caring for adults. To help you better prepare for this chapter of life, JNBA Financial Advisors assembled a panel of experts who not on...
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Season 2025
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Episode 21
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57:52
Navigating a dementia diagnosis and its financial considerations
A dementia diagnosis can impact more than just your daily routines. It can alter families, futures, and finances. In our latest episode of the “Navigating Life Transitions” podcast, we explore how to prepare for the emotional and financial jour...
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Season 2025
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Episode 20
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25:51
Navigating Medicaid and Medical Assistance
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.
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Season 2025
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Episode 19
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34:57
Navigating the Search for a Retirement Community
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 ...
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Season 2025
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Episode 18
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33:46
Long-Term Care Insurance: Navigating When and How to Use Benefits
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 signin...
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Season 2025
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Episode 17
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21:01
Navigating Death of a Spouse
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 alon...
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Season 2025
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Episode 15
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26:52
Navigating an Unexpected Job Search
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...
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Season 2024
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Episode 14
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19:20
Planning care for loved ones with special needs
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, JN...
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Season 2024
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Episode 13
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26:56
Navigating a Second Marriage
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 o...
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Season 2024
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Episode 12
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28:06
How do you Navigate Growing a Family?
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 lates...
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Season 2024
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Episode 11
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21:16
Navigating Preparing for Retirement
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 na...
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Season 2024
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Episode 10
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1:03:43
Navigating the Challenges of Having Difficult Conversations
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 ...
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Season 2024
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Episode 9
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23:25
Navigating Getting Married
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-m...
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Season 2024
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Episode 8
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18:57
Navigating the Complexities of Inheritance
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 Ins...
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Season 2024
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Episode 7
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17:04
Navigating Financial Gifts
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 ...
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Season 2023
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Episode 6
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19:15
Navigating Charitable Giving
When 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 str...
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Season 2023
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Episode 5
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19:06
Navigating Your Empty Nest
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 ...
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Season 2023
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Episode 4
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30:08
Navigating a Significant Change in Income
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 K...
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Season 2023
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Episode 3
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20:03
Navigating Leaving a Legacy
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 y...
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Season 2023
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Episode 2
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23:56
How do I know I'm ready to retire
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.
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Season 2023
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Episode 1
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20:56