Jeb JarrellMay 19PodcastConversation with Estate Planning Attorney Matt DoaneEpisode 11: Certified Financial Planner Jeb Jarrell is joined by estate planning attorney Matt Doane for an important discussion. A...
Jeb JarrellMar 17PodcastInsurance for Young ProfessionalsEpisode 9: Certified Financial Planner Jeb Jarrell discusses various types of insurance for young professionals. We briefly touched on...
Jeb JarrellFeb 23PodcastDealing with Market VolatilityEpisode 8: Certified Financial Planner Jeb Jarrell discusses dealing with volatility. As an investment advisor, a turbulent economy can...
Jeb JarrellDec 14, 2021PodcastAnswers to 3 Common QuestionsEpisode 6: Certified Financial Planner Jeb Jarrell answers 3 questions he hears most often from clients and those thinking about hiring...
Jeb JarrellOct 8, 2021PodcastBasic Financial Planning Part 2Episode 4: This is the second-half of a discussion with Certified Financial Planner Jeb Jarrell on basic personal finance and financial...
Jeb JarrellSep 23, 2021Blog10 Investing Definitions You Need to KnowThe financial services industry is built upon the idea that complicated is better than simple and expensive is better than cheap. Mutual...
Jeb JarrellSep 23, 2021BlogHow 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...
Jeb JarrellSep 23, 2021BlogDecoding Retirement Accounts: The Traditional IRAIn the first part of this series we examined the ubiquitous 401k, the backbone of most individuals’ retirement plans. In this part we’ll...
Jeb JarrellSep 23, 2021BlogDecoding 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...
Jeb JarrellSep 23, 2021BlogShould 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...
Jeb JarrellSep 23, 2021BlogYoung 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...
Jeb JarrellSep 23, 2021BlogFinancial 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...