Selling a Business - Interview with Andrew McIntosh
Episode 13: Louisville Certified Financial Planner Jeb Jarrell interviews entrepreneur Andrew McIntosh. They’ll discuss Andrew’s...
top of page
Search
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...
55 views0 comments
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...
52 views0 comments
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
- 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...
85 views0 comments
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
- Sep 23, 2021
10 Investing Definitions You Need to Know
The financial services industry is built upon the idea that complicated is better than simple and expensive is better than cheap. Mutual...
37 views0 comments
Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
- Sep 23, 2021
How Much Life Insurance Do You Need?
Why bother owning insurance in the first place? As we grow up the risks we face change. One way to mitigate some of those risks is...
23 views0 comments
Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
- Sep 23, 2021
Decoding Retirement Accounts: The Traditional IRA
In the first part of this series we examined the ubiquitous 401k, the backbone of most individuals’ retirement plans. In this part we’ll...
29 views0 comments
Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
- Sep 23, 2021
Decoding the Types of Retirement Accounts: The 401(k)
As consumers we’re constantly bombarded by talking heads on the TV mentioning the various types of savings and retirement accounts along...
28 views0 comments
Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
- Sep 23, 2021
Should You Utilize a Qualified Charitable Distribution?
Recent changes in tax law have given new importance to a charitable giving technique which has been around for many years. The Qualified...
27 views0 comments
Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
- Sep 23, 2021
Young Professionals Guide to Credit Scores (Plus Tips for Raising Yours!)
What’s your credit score? I try to stay on top of mine (it’s around 802 currently!) More importantly, do you know why your credit score...
23 views0 comments
Jeb Jarrell, CFP®, CAP®, CEPA®, MS-AFP
- Sep 23, 2021
Financial Planning Commandments (For Young Professionals)
Financial planning doesn’t have to be hard and it doesn’t have to be complicated. I know that sometimes it can feel overwhelming when you...
23 views0 comments
bottom of page