Wondering What To Ask A Financial Advisor?
Finding the best advisor for you is a process of elimination, followed by choosing the advisor whose approach best matches yours.
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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
Jan 30, 2023
Interested in Learning about Angel Investing?
Episode 18: Louisville Certified Financial Planner Jeb Jarrell announces his involvement as the Director of the Render Capital Angel...
99 views0 comments
Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
Nov 22, 2022
Protect Your Reputation - Interview with Nick Carter
Episode 17: Louisville Certified Financial Planner Jeb Jarrell interviews Nick Carter. Nick is a navy veteran, he led an IPO for...
156 views0 comments
Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
Oct 12, 2022
Selling a Business to Internal Buyers - Interview with Charles Hall
Episode 16: Louisville Certified Financial Planner Jeb Jarrell interviews Charles Hall who is the former president of the Association...
143 views0 comments
Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
Sep 21, 2022
The Journey to Acquisition - Interview with Katie Blakeley
Episode 15: Louisville Certified Financial Planner Jeb Jarrell interviews Katie Blakeley. She rose to lead PetFirst, a pet insurance...
90 views0 comments
Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
Aug 23, 2022
Considerations in Selling a Business - Interview with Linda Ruffenach
Episode 14: Louisville Certified Financial Planner Jeb Jarrell interviews Certified Exit Planning Advisor (CEPA) Linda Ruffenach, with...
147 views0 comments
Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
Aug 2, 2022
Selling a Business - Interview with Andrew McIntosh
Episode 13: Louisville Certified Financial Planner Jeb Jarrell interviews entrepreneur Andrew McIntosh. They’ll discuss Andrew’s...
144 views0 comments
Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
Jun 14, 2022
An Introduction to Investing in Bonds
Episode 12: Certified Financial Planner Jeb Jarrell provides insights into investing in bonds. He’ll explain a few different types of...
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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
May 19, 2022
Conversation with Estate Planning Attorney Matt Doane
Episode 11: Certified Financial Planner Jeb Jarrell is joined by estate planning attorney Matt Doane for an important discussion. A...
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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
May 3, 2022
Investment Myth Busting
Episode 10: Certified Financial Planner Jeb Jarrell does some investment myth busting in today’s episode. There’s a lot of...
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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
Mar 17, 2022
Insurance for Young Professionals
Episode 9: Certified Financial Planner Jeb Jarrell discusses various types of insurance for young professionals. We briefly touched on...
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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
Feb 23, 2022
Dealing with Market Volatility
Episode 8: Certified Financial Planner Jeb Jarrell discusses dealing with volatility. As an investment advisor, a turbulent economy can...
66 views0 comments
Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
Jan 14, 2022
Resolving Tax Issues with Timalyn Bowens
Episode 7: Certified Financial Planner Jeb Jarrell interviews EA Timalyn Bowens of Bowens Tax Solutions. An EA is an Enrolled Agent. As...
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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
Dec 14, 2021
Answers to 3 Common Questions
Episode 6: Certified Financial Planner Jeb Jarrell answers 3 questions he hears most often from clients and those thinking about hiring...
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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
Nov 9, 2021
Year-End Tax Planning 2021
Episode 5: Certified Financial Planner Jeb Jarrell discusses year-end tax planning. There are some changes ahead, so Jeb will offer his...
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Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
Oct 8, 2021
Basic Financial Planning Part 2
Episode 4: This is the second-half of a discussion with Certified Financial Planner Jeb Jarrell on basic personal finance and financial...
37 views0 comments
Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
Jul 13, 2021
Welcome to Our Financial Planning Podcast
Episode 1: Jeb Jarrell is a Certified Financial Planner who’s launching his Plentiful Wealth podcast. On today’s episode, we’ll learn...
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