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A Podcast to Navigate Life's Biggest Challenges, Opportunities, and Decisions.

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.


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 navigating the transition to retirement. During this panel discussion, which was recorded as a special live episode of the Navigating Life Transitions podcast on April 16, 2024, we hear about new learnings and unexpected aspects of the transition to retirement.



Transcript of Podcast available here.

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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 this 23-minute episode, learn how financial professionals can assist you in navigating these discussions.


Transcript of Podcast available here.


Episode 8: 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-minute podcast, host Kim Insley and JNBA Advisors Elise Huston and Chris Mastley talk about the benefits of open and honest conversations before your wedding day.


Transcript of Podcast available here.

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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 Insley talks with JNBA Advisors Elise Huston and Luke Traxler about the complexities and emotions of both leaving and receiving an inheritance, and reflect on memorable stories of impactful legacy.


Transcript of Podcast available here.

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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 this 18-minute episode, guests Elise Huston and Christopher Mastley, both Advisors at JNBA, share insights into the strategies behind financial gifting and how they’ve helped individuals and families facilitate.


Transcript of Podcast available here.

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episode 5: 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 strategies to maximize the opportunity to give, from Qualified Charitable Distributions to Donor Advised Funds, from appreciated stock to volunteering your time.



Transcript of Podcast available here.

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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 Insley and JNBA team members share some of their personal experiences along with ideas for embracing this new phase of life.


Transcript of Podcast available here.

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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 Kim Insley talks with two JNBA Financial Advisors and a Certified Public Accountant from one of our strategic partners about what to do if you have recently experienced a significant change in your income.


Transcript of Podcast available here.

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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 you can leave a lasting legacy.


Transcript of Podcast available here.

FLP podcast 2

Episode 1: 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.


Transcript of Podcast available here.

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Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by JNBA Financial Advisors, LLC (“JNBA”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. JNBA is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. JNBA is not an insurance agent and no portion of the above should be construed as insurance advice. All insurance issues should be addressed with the insurance professional of your choosing. JNBA nor its employees sell insurance products. JNBA is not an agent of the Social Security Administration. All claiming strategies and benefits must be verified and accepted by the Social Security Administration. JNBA is not an agent of The Centers for Medicare & Medicaid Services. All claiming strategies and benefits must be verified and accepted by The Centers for Medicare & Medicaid Services. JNBA is neither an agent of Administration on Aging (AoA) nor an agent of the U.S Department of Health and Human Services. JNBA is neither an agent of IRS nor an agent nor an agent U.S Department of Treasury. Moreover, you should not assume that any discussion or information contained in this podcast serves as the receipt of, or as a substitute for, personalized investment advice from JNBA. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement. Please Remember: If you are a JNBA client, please contact JNBA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian. Please note: All services provided by the JAK & Company are separate and independent of JNBA Financial Advisors, LLC. All services provided by Kim Insley are separate and independent of JNBA Financial Advisors, LLC. All services provided by Amy Mullen/Money Quotient are separate and independent of JNBA Financial Advisors, LLC. JNBA providing a professional referral could present a conflict of interest because the professional may, on occasion, make a referral to JNBA which could result in an economic benefit despite the lack of any revenue sharing agreement in place. You are not obligated to engage the services of any such JNBA recommended professional, and the firm’s Chief Compliance Officer, Kimberlee M. Brown, remains available to answer any questions that you may have.

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