Imani Ellis has always believed community is a superpower. What began as a small gathering in her Harlem apartment grew into The Creative Collective NYC and CultureCon — one of the largest conferences celebrating creators of color. But behind the highlight reels and celebrity speakers, Imani’s journey has been defined by burnout, bold leaps and learning when to pause. In this episode, Ben and Kathleen sit down with Imani and explore what it takes to transform a passion project into a cultural movement. From balancing a demanding career at NBCUniversal with late-night CultureCon planning, to walking away from work at the height of burnout for a self-designed “creative residency” in Paris, Imani shares the realities of leadership, rest and why joy and community must stay at the center of her work. See omnystudio.com/listener for privacy information.…
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7/28/24 - Erin and Rob...Unsupervised and Talking Retirement Rockstars!
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In this episode of “Straight Talk on Retirement,” Jeff Lapidus, Erin Lapidus, and Robert Markham tackle some of the most common questions for those approaching or already in retirement. They discuss strategies to help maximize Social Security benefits, manage required minimum distributions, and evaluate the pros and cons of annuities. The Retirement Coaches also explain Medicare supplement underwriting, the effects of recent tax law updates, and how to plan for large expenses like home renovations.…
In this episode of “Straight Talk on Retirement,” Jeff Lapidus, Erin Lapidus, and Robert Markham answer listener questions and share practical strategies for those nearing or in retirement. They discuss Social Security and spousal benefits, home purchase considerations, and how to handle inheritances thoughtfully. The Retirement Coaches also explain Medicare updates and ways to simplify estate transfers and avoid unnecessary probate.…
1 8-23-25 - How to Talk Money with Aging Parents: Bridging Generational Gaps in Financial Planning 1:49:32
In this episode of “Straight Talk on Retirement,” Jeff Lapidus, Erin Lapidus, and Robert Markham from JBL Financial Services discuss how families can navigate important financial conversations across generations. They answer listener questions about required minimum distributions (RMDs), pension payout options, and the pros and cons of consolidating retirement accounts. The Retirement Coaches also explore Medicare billing issues, plan updates, and strategies to help families stay organized and avoid common pitfalls.…
In this episode of “Straight Talk on Retirement,” Jeff Lapidus, Erin Lapidus, and Robert Markham walk listeners through some of today’s most important retirement topics. They discuss Social Security’s outlook, Medicare enrollment options—including a special FEMA disaster relief window for Missouri residents—and key considerations for estate planning in blended families. The Retirement Coaches also respond to listener questions on 401(k) rollovers, Roth IRA rules, and whether to pay off a mortgage before retirement.…
In this episode of Straight Talk on Retirement, Erin, Jeff and Robert explore practical ways families can simplify wealth transfer. They explain how Transfer on Death (TOD) and Payable on Death (POD) designations can help assets pass more efficiently to beneficiaries—often without going through probate. The team also highlights why reviewing beneficiary designations regularly, managing inherited assets carefully, and understanding tax implications are key parts of a sound estate plan.…
In this episode of “Straight Talk on Retirement,” Jeff Lapidus, Erin Lapidus, and Robert Markham explore key retirement planning topics. They discuss Social Security’s outlook, Medicare enrollment—including a special FEMA disaster relief window for Missouri residents—and how to approach investing during market volatility. The Retirement Coaches also unpack estate planning for blended families and answer listener questions on 401(k) rollovers, Roth IRA rules, and mortgage payoff considerations.…
1 7-26-25 - Smart Strategies for Retirement Planning: IRAs, Roths, and Real Questions Answered 1:48:08
In this episode of Straight Talk on Retirement, Erin Lapidus and Robert Markham walk through key retirement planning topics, including managing IRA withdrawals, making strategic use of Roth accounts, and evaluating life insurance and Medicare options. They answer real listener questions about asset allocation, gifting, and handling inheritances—always emphasizing practical steps to manage tax exposure and plan for income. Erin and Robert offer clear, approachable guidance to help those nearing or in retirement feel more prepared as they navigate their financial and healthcare decisions.…
1 7-19-25 - Smart Retirement Decisions: Real-Life Strategies for Debt, Contributions, and Cash Flow 1:59:56
In this episode of Straight Talk on Retirement, the hosts walk through real-life retirement planning scenarios, including managing debt, adjusting retirement contributions, and balancing household cash flow. They discuss a case where a couple is weighing whether to use a lump sum from their IRA to pay off a loan or take advantage of a two-year interest-free financing offer. The team explores the benefits of preserving cash, maintaining employer retirement matches, and using savings with intention. Their discussion highlights how thoughtful planning and informed decisions can help keep your retirement goals on track.…
In this episode of Straight Talk on Retirement, Jeff and Erin Lapidus, along with their professional team, guide listeners through key retirement planning topics. They discuss managing income and healthcare before Medicare, the pros and cons of Roth IRA conversions, and ways to help manage taxes on retirement assets. Real-life scenarios, like Joan’s early retirement and healthcare transition, bring clarity to complex topics. The team also covers estate planning, charitable giving, and privacy considerations—offering clear, relatable guidance to help retirees feel more prepared to navigate their financial decisions.…
1 7-5-25 - Understanding Tax Credits for Seniors: What You Should Know for Retirement Planning 1:59:56
In this episode of Straight Talk on Retirement, Jeff Lapidus, Erin Lapidus, and Robert Markham share practical guidance on retirement planning. They answer listener questions about Social Security, Medicare, and new tax credits for seniors, and explain how to plan for income and manage taxes. The team also covers strategies for handling retirement accounts, managing healthcare costs, and making informed choices around life insurance and long-term care. Through relatable examples and clear guidance, they help listeners feel more confident navigating key financial decisions in retirement.…
In this episode of Straight Talk on Retirement, Erin and Jeff Lapidus, along with Robert Markham, walk listeners through important retirement planning topics. They address common concerns about Roth conversions, Social Security timing, and managing withdrawals with tax efficiency in mind. The team explains how to structure income, evaluate Medicare options, and plan for wealth transfer to heirs. They also clarify how advisory fees work and emphasize the importance of a long-term investment mindset. With clear, practical guidance, the hosts help listeners feel more prepared for the financial decisions that come with retirement.…
In this episode of Straight Talk on Retirement, Erin and Jeff Lapidus, along with Robert Markham, walk listeners through essential retirement planning topics. They discuss how to manage required minimum distributions (RMDs), plan for tax efficiency with IRAs, and evaluate the potential benefits of Roth conversions. The team also covers budgeting for retirement, handling large expenses, and understanding Medicare prescription coverage. With listener questions and real-life examples, they share practical strategies to help those nearing or in retirement manage their assets, plan for income, and make informed decisions around healthcare and charitable giving.…
1 6-14-25 - Understanding Medicare: Smart Tips for Managing Costs and Coverage in Retirement 1:49:00
In this episode of Straight Talk on Retirement, Jeff and Erin Lapidus—along with Medicare and insurance coaches—answer listener questions about retirement assets, Medicare choices, and income planning. They explain how life events and financial decisions can impact Medicare premiums and Social Security benefits, and share strategies to help manage taxes and plan income effectively. The team highlights the value of a well-rounded approach to retirement—balancing finances with charitable goals, relationships, and personal priorities. With relatable stories and straightforward guidance, this episode helps those nearing or in retirement feel more informed and prepared for the decisions ahead.…
1 6-7-25 - Smart Strategies for Navigating Retirement Planning and Social Security Elections 1:47:20
In this friendly episode of "Straight Talk on Retirement," Erin and Jeff Lapidus, along with Robert Markham, dive into key topics around retirement planning. They chat about creating strategies that align with your financial goals, the ins and outs of Social Security elections, and thoughtful ways to gift money to loved ones. The team shares real client stories, answers listener questions, and emphasizes the importance of long-term planning relationships. They also cover tips on avoiding scams, navigating Medicare, and understanding how to align investments with your goals—all in a warm, approachable style that makes financial topics more accessible.…
In this episode of "Straight Talk on Retirement," Erin, Jeff, and Robert explore Medicare options, healthcare costs, and estate planning. They share real-life stories, like Joe and Sally’s retirement journey, and explain the differences between Medicare Advantage and supplement plans. The hosts also address the often-sensitive topic of fairness versus equality when passing on assets, encouraging open conversations and thoughtful planning. With practical tips and a friendly tone, the team reminds listeners to seek professional guidance and stay proactive with their retirement and healthcare decisions.…
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In this episode of "Straight Talk on Retirement," Jeff Lapidus, a financial planner with over 45 years of experience, walks listeners through key retirement planning steps. He explains how to assess current spending, identify potential income sources such as Social Security and pensions, and build a clear financial plan. Jeff also discusses how life insurance, 529 plans, and trusts can play a role in managing assets and planning for loved ones. Listeners are encouraged to ask questions, and Jeff’s approachable guidance helps those nearing retirement feel more informed and prepared for the road ahead.…
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In this episode of "Straight Talk on Retirement," Erin and Jeff Lapidus, along with Robert Markham, address key concerns for those nearing or in retirement. They guide listeners through strategies for preserving assets, planning for income, and choosing Medicare coverage that fits their needs. Real-life examples illustrate approaches to Social Security, long-term care, and managing investment portfolios as part of a thoughtful financial plan. The team answers listener questions, clears up common Medicare myths, and emphasizes the importance of personalized planning—helping retirees feel more prepared and confident in their next steps.…
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In this episode of "Straight Talk on Retirement," the Retirement Coaches cover essential retirement planning topics in a clear, approachable way. They talk about building a personalized financial plan, how tools like 529 plans and Roth IRAs can fit into your strategy, and what to know about Medicare options and potential costs. Listener questions focus on required minimum distributions and other common concerns. The hosts also highlight the value of working with an experienced advisor. Their goal is to help you feel more informed and prepared as you make important decisions about your assets, income, and healthcare in retirement.…
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In this episode of "Straight Talk on Retirement," Erin and Jeff Lapidus, along with Rob Markham, offer practical, reassuring guidance for those nearing retirement. They discuss recent changes in tax laws, estate planning, and the importance of keeping beneficiary designations current. The hosts also cover Medicare enrollment and prescription drug coverage, while highlighting the value of proactive planning, thoughtful asset management, and maintaining strong family connections. Drawing on decades of experience, they walk listeners through common concerns and share actionable steps to help plan for income, manage healthcare costs, and support a smooth transfer of wealth.…
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In this episode of "Straight Talk on Retirement," Jeff Lapidus, Erin Lapidus, and Rob Markham walk listeners through key retirement planning topics. They discuss managing cash flow, making the most of Social Security, and understanding Medicare Advantage plans, while simplifying complex tools like annuities and life insurance. The hosts highlight the value of tailored strategies, up-to-date legal documents, and awareness of tax implications. Listener questions explore real-life concerns like Roth conversions and inherited IRAs. With straightforward guidance and relatable insights, the team helps listeners feel more prepared to navigate their retirement plans.…
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In this episode, the JBL Financial team—Erin and Jeff Lapidus, and Robert Markham—offer clear, practical guidance for those nearing retirement. They address timely listener questions about inheriting IRAs, managing required minimum distributions, and making the most of catch-up contributions. The hosts break down Medicare and health insurance options, including the differences between Traditional Medicare and Medicare Advantage, and clarify enrollment timing for those with employer coverage. With relatable stories and straightforward insights, they help listeners feel more prepared to navigate asset management, income planning, and healthcare choices as they approach retirement.…
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In this episode of "Straight Talk on Retirement," Jeff and Erin Lapidus, along with Robert Markham, explore key retirement planning topics. They cover market volatility, managing risk, and the importance of having a written retirement plan. The team also discusses Medicare options, debunks common myths, and shares strategies for planning income and healthcare costs. Beyond the numbers, they talk about emotional readiness for retirement and the value of professional guidance. With relatable tips and thoughtful insights, they encourage listeners to take steps toward a retirement that fits their vision and needs.…
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In this episode of "Straight Talk on Retirement," the hosts share clear, practical guidance on navigating retirement in today’s uncertain market. They discuss the value of professional support when purchasing property or planning for elder care, and how it can help reduce the risk of costly missteps. The team also explores strategies for managing savings, building emergency funds, and preparing for future expenses like home improvements or new vehicles. With thoughtful planning, diversification, and regular reviews, listeners can feel more confident managing their assets and making informed choices about their retirement journey.…
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In this episode of "Straight Talk on Retirement," host Jeff Lapidus—joined by certified financial planner Erin Lapidus and wealth manager Robert Markham—discusses key retirement planning topics, including asset preservation, income planning, healthcare, and estate strategies. Frank Ellis, who specializes in Medicare planning, shares updates on upcoming changes to Medicare and prescription drug coverage. The episode offers practical guidance on managing assets, understanding Social Security, and making thoughtful beneficiary designations, helping listeners feel more prepared for the future.…
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In this episode of "Straight Talk on Retirement," Erin Lapidus is joined by Jeff Lapidus and Rob Markham to explore strategies for managing 401(k) plans and understanding required minimum distributions (RMDs). They highlight the potential advantages of rolling over 401(k)s into self-directed IRAs, and why it’s important to understand RMDs to avoid penalties. The episode also covers strategic asset gifting and the role of Medicare planning in managing healthcare expenses during retirement.…
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In this episode of "Straight Talk on Retirement," Erin and Jeff Lapidus, along with Robert Markham, explore key strategies for retirement planning. They emphasize the value of a structured financial plan focused on preserving assets, planning for income, and addressing healthcare needs. The hosts discuss Roth IRA conversions, staying invested through market shifts, and prioritizing high-interest debt. They also break down considerations around Medicare Advantage plans. With thoughtful planning and experienced guidance, listeners can feel more prepared for what’s ahead…
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In this episode of "Straight Talk on Retirement," Erin Lapidus, Robert Markham, and Jeff Lapidus explore key retirement planning topics—from Medicare choices and Social Security timing to handling market volatility and keeping cash reserves. They share practical guidance and emphasize regular reviews and proactive planning to help listeners prepare for a retirement that fits their needs.…
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In this episode of "Straight Talk on Retirement," Jeff and Erin Lapidus, along with Robert Markham, share insights on retirement planning for income, healthcare, and wealth transfer. They discuss subjects such as Medicare options, direct transfers vs. lump sums, and managing healthcare costs while traveling. The hosts offer practical guidance and encourage listeners to build a retirement plan tailored to their needs.…
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Straight Talk on Retirement with JBL Financial
In this episode of "Straight Talk on Retirement," hosts Jeff and Erin Lapidus, along with Robert Markham, explore the complexities of Social Security benefits and retirement planning. They highlight the importance of timing when claiming benefits, especially for couples, to help optimize outcomes. Erin addresses a listener’s question about spousal benefits and discusses recent legal changes.…
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In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham provide insights on retirement planning, focusing on IRA contributions, Social Security, Medicare, and investment strategies. They emphasize the importance of a comprehensive retirement game plan, addressing listener questions on topics like Roth IRA conversions, required minimum distributions, and Medicare enrollment. The hosts reassure listeners about staying invested despite market fluctuations and offer practical tips for managing retirement income and healthcare costs. They encourage proactive financial planning and personalized coaching to ensure a secure and enjoyable retirement.…
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In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham provide insights into retirement planning, focusing on the rollover process from employer-sponsored plans to IRAs. They explain the importance of keeping pre-tax and after-tax contributions separate to avoid unnecessary taxation. The team discusses options for managing rolled-over funds, such as transferring to a Roth IRA or taking a cash distribution. They also highlight the benefits of Medicare Advantage plans over traditional supplements, emphasizing cost savings and additional benefits. Listeners are encouraged to seek professional guidance to navigate these complex decisions confidently.…
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Straight Talk on Retirement with JBL Financial
In this episode of "Straight Talk on Retirement," Erin Lapidus, President of JBL Financial Services, alongside her father Jeff Lapidus and husband Robert Markham, delve into key retirement planning strategies. They discuss asset management, income streams, and healthcare coverage, emphasizing the importance of a comprehensive financial plan. The episode features a caller named Rick, who seeks advice on Medicare enrollment, and a case study involving a couple, Joe and Jill, contemplating retirement. The hosts also highlight the benefits of consulting professionals for personalized advice, ensuring listeners feel informed and reassured about their financial future.…
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In this episode of "Straight Talk on Retirement," Erin and Jeff Lapidus, along with life insurance specialist Robert Markham, provide actionable advice for those nearing or in retirement. They focus on managing Required Minimum Distributions (RMDs), emphasizing the importance of understanding tax implications and aligning withdrawals with financial goals. The discussion also covers strategies for charitable contributions to reduce tax liabilities, and the impact of RMDs on Medicare premiums. Additionally, they address Medicare enrollment options, including the benefits of Medicare Advantage plans and the importance of reviewing coverage during open enrollment.…
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Straight Talk on Retirement with JBL Financial
In this episode of "Straight Talk on Retirement," Erin Lapidus, Jeff Lapidus, and Robert Markham delve into essential retirement planning topics, focusing on required minimum distributions (RMDs) and investment strategies. Erin emphasizes the importance of understanding RMDs to avoid penalties, while Jeff explains the rules and strategies for managing these mandatory withdrawals. Robert highlights the need for financial safety nets and emergency funds. The hosts also discuss the role of company stock in retirement plans, stressing the importance of diversification and consulting with financial advisors. This episode provides clear, actionable advice to help listeners navigate their retirement planning confidently.…
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1 1/4/25 - The Best Strategies for Navigating Required Minimum Distributions (RMDs) and Inherited Assets 1:49:36
In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham provide advice on essential retirement planning topics. They discuss required minimum distributions (RMDs), emphasizing their importance for those nearing age 73. The episode also features a caller, Brian, who seeks guidance on managing an inheritance of retirement accounts. The hosts explain the tax implications and distribution rules for inherited IRAs, suggesting potential strategies to minimize tax burdens. Additionally, they stress the importance of having an emergency fund and a comprehensive financial plan to work toward retirement.…
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Straight Talk on Retirement with JBL Financial
In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham provide valuable insights into retirement planning, focusing on creating a comprehensive financial game plan. They discuss strategies for preserving and growing assets, generating income streams, and addressing healthcare needs, including Medicare enrollment. The episode also highlights the importance of educating younger generations about saving and investing, particularly through Roth accounts for grandchildren. Additionally, the hosts offer actionable year-end financial planning tips, such as maximizing contributions and rebalancing portfolios, to help listeners work toward an enjoyable retirement.…
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In this episode of "Straight Talk on Retirement," hosts Jeff and Erin Lapidus, along with Robert Marcum, delve into essential retirement planning topics. They discuss strategies for managing required minimum distributions (RMDs) from IRAs, emphasizing the importance of understanding tax implications and planning withdrawals effectively. The hosts also address listener questions about consolidating retirement accounts, navigating Medicare enrollment, and the impact of recent legislative changes on Social Security benefits. Throughout the episode, they provide clear, actionable advice to help listeners nearing retirement make informed decisions about their financial situation, paving the way for a smooth transition into their retirement years.…
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In this episode of "Straight Talk on Retirement," Jeff and Erin Lapidus delve into the complexities of Medicare, focusing on Medicare Advantage plans and prescription drug coverage. They highlight recent changes, such as the Anthem and Mercy agreement, and stress the importance of understanding enrollment periods and drug formularies. Listener questions are addressed, including concerns about tier five medications and plan benefits. The hosts emphasize the need for informed decision-making, encouraging beneficiaries to review their options and utilize available resources. The episode reassures listeners that with the right knowledge, navigating Medicare can lead to better healthcare and financial outcomes.…
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In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Marcum delve into essential retirement planning topics. They discuss the importance of creating a reliable income stream, managing healthcare costs, and planning for long-term care. The hosts emphasize the need for a comprehensive game plan that includes liquidity for emergencies and planned expenses. They also address the complexities of transitioning to Medicare and the significance of regular reviews of estate planning documents. Through real-life case studies and listener questions, the episode offers practical, reassuring advice to help listeners navigate their retirement planning with confidence.…
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In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham delve into essential retirement planning strategies for those nearing retirement. They emphasize the importance of a comprehensive financial game plan, focusing on asset preservation, reliable income generation, and healthcare considerations, particularly Medicare enrollment. The hosts discuss a case study of a couple, Tom and Toni, who have accumulated significant retirement assets. They outline strategies to meet their income needs, including managing healthcare costs through COBRA and marketplace options. Key topics include the impact of tax planning, the importance of maintaining liquidity, and the benefits of Health Savings Accounts (HSAs).…
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1 11/23/25 - The Best Strategies for Navigating Medicare and Wealth Management in Retirement 1:49:03
In this episode of "Straight Talk on Retirement," hosts Erin and Jeff Lapidus, along with Robert Markham, delve into essential retirement planning topics. They emphasize the importance of creating a comprehensive financial game plan, focusing on preserving and growing assets, establishing income streams, and managing healthcare costs, including Medicare options. The hosts also discuss the benefits of rebalancing portfolios, tax strategies, and the emotional challenges of managing significant wealth. They encourage listeners to consult with financial professionals and stay informed about changing tax laws and investment strategies to pursue a confident retirement.…
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Straight Talk on Retirement with JBL Financial
In this episode of "Straight Talk on Retirement," the hosts, including Jeff and Erin Lapidus, along with Robert Markham, delve into crucial aspects of retirement planning. They discuss the benefits and cost structures of Medicare Advantage plans, emphasizing the importance of understanding premiums and out-of-pocket expenses. The conversation also covers strategies for managing retirement assets, such as maintaining liquidity and considering permanent life insurance for wealth transfer. Listener questions about Medicare, financial planning, and 401(k) contributions are addressed, providing clear, actionable advice. The episode reassures listeners about making informed decisions for a secure and comfortable retirement.…
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In this episode of "Straight Talk on Retirement," hosts Aaron Lapidus, Jeff Lapidus, and Rob Marcum provide essential financial strategies for those nearing retirement. They emphasize the importance of having a comprehensive written financial game plan to manage assets, secure income, and address healthcare needs. Key topics include: Financial Game Plan: Crafting a plan to preserve and grow retirement assets, ensure reliable income, and transfer wealth smoothly. Market Trends: Understanding the impact of recent political events and economic changes on investments. Life Insurance: Evaluating term life policies and considering conversions to permanent policies. Medicare: Navigating Medicare options and prescription drug plans to optimize healthcare coverage. Listeners are encouraged to stay engaged, seek professional advice, and take proactive steps in their retirement planning journey.…
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In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham delve into the complexities of retirement planning, emphasizing the importance of having a financial coach. They discuss the interconnectedness of financial decisions, such as investments, Social Security, and healthcare, and how changes in tax laws can impact retirement plans. The hosts highlight the value of personalized assessments and ongoing conversations with advisors to navigate these complexities. They also address listener questions about required minimum distributions (RMDs), Medicare benefits, and the differences between PPO and HMO plans, providing clear, actionable advice for a secure retirement.…
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Straight Talk on Retirement with JBL Financial
In this episode of "Straight Talk on Retirement," the hosts, Jeff and Erin Lapidus, along with Robert Markham, delve into essential retirement planning topics. They emphasize the importance of creating a comprehensive financial game plan that includes preserving assets, generating reliable income, and addressing healthcare needs. A caller's question about budgeting for inflation is addressed, with the hosts explaining their focus on funding clients' after-tax spending needs and building in a buffer for potential cost increases. The episode reassures listeners that with proper planning and understanding of their financial situation, they can work toward a secure and fulfilling retirement.…
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