Welcome back to Plentiful Wealth Perspectives! As we launch into season two, I'm excited to share a fresh format aimed at delivering concise, impactful advice. Our opening episode addresses a critical question: how do you vet potential financia

Interested in Learning about Angel Investing?

Jan 30th, 2023 15m 46s

Episode 18: Louisville Certified Financial Planner Jeb Jarrell announces his involvement as the Director of the Render Capital Angel Network. Angel investing is an option for individuals who are looking for potential returns resulting in thei

Protect Your Reputation - Interview with Nick Carter

Nov 22nd, 2022 1h 15m

Episode 17: Louisville Certified Financial Planner Jeb Jarrell interviews Nick Carter. Nick is a navy veteran, he led an IPO for Natural Resource Partners and now serves on several boards. He’ll share perspectives gained through some very in

Selling a Business to Internal Buyers - Interview with Charles Hall

Oct 12th, 2022 46m 31s

Episode 16: Louisville Certified Financial Planner Jeb Jarrell interviews Charles Hall who is the former president of the Association Services Group. He recently sold his interest in the business and is now semi-retired. They’ll discuss how

The Journey to Acquisition - Interview with Katie Blakeley

Sep 21st, 2022 51m 31s

Episode 15: Louisville Certified Financial Planner Jeb Jarrell interviews Katie Blakeley. She rose to lead PetFirst, a pet insurance company and played a significant role in its growth and ultimate sale to MetLife. Jeb and Katie explore her

Preparing to Sell a Business - Interview with Linda Ruffenach

Aug 23rd, 2022 51m 17s

Episode 14: Louisville Certified Financial Planner Jeb Jarrell interviews Certified Exit Planning Advisor (CEPA) Linda Ruffenach, with Execuity. She was the CEO of a large company. Now, she works with other business owners who are ready to b

Selling a Business - Interview with Andrew McIntosh

Aug 2nd, 2022 52m 12s

Episode 13: Louisville Certified Financial Planner Jeb Jarrell interviews entrepreneur Andrew McIntosh. They’ll discuss Andrew’s journey and the eventual selling of his company, SKYE Technologies. Andrew is a cyber-security expert. We’d lik

An Introduction to Bonds

Jun 14th, 2022 19m 53s

Episode 12: Certified Financial Planner Jeb Jarrell discusses bonds. He’ll explain a few different types of bonds and how they work as an investment. Depending upon the state of the economy, your bond strategy has a specific role as part of

Conversation with Estate Planning Attorney Matt Doane

May 19th, 2022 21m 4s

Episode 11: Certified Financial Planner Jeb Jarrell is joined by estate planning attorney Matt Doane for an important discussion. A comprehensive financial plan should take into consideration estate planning issues for you, your heirs and you

Investment Myth Busting

May 3rd, 2022 18m 58s

Episode 10: Certified Financial Planner Jeb Jarrell does some investment myth busting in today’s episode. There’s a lot of misinformation out there. Jeb’s going to provide some insights to help you to clear up some of the issues and help you

Insurance for Young Professionals

Mar 17th, 2022 18m 1s

Episode 9: Certified Financial Planner Jeb Jarrell discusses various types of insurance for young professionals. We briefly touched on how insurance plays a role in a comprehensive financial plan, in Episode 3. Today, he focuses on protectin

Dealing with Market Volatility

Feb 23rd, 2022 17m 39s

Episode 8: Certified Financial Planner Jeb Jarrell discusses dealing with volatility. As an investment advisor, a turbulent economy can be challenging, but generally speaking, there are steps you can take to limit the impact of that turbulenc

Resolving Tax Issues with Timalyn Bowens

Jan 14th, 2022 33m 46s

Episode 7: Certified Financial Planner Jeb Jarrell interviews EA Timalyn Bowens of Bowens Tax Solutions. An EA is an Enrolled Agent. As an EA, Timalyn is a tax professional who can handle returns and other related activities. However, an EA

Answers to 3 Common Questions

Dec 14th, 2021 16m 27s

Episode 6: Certified Financial Planner Jeb Jarrell answers 3 questions he hears most often from clients and those thinking about hiring a financial advisor. If that person is between 35 and 45 years old, these issues are always brought up dur

Year-End Tax Planning 2021

Nov 9th, 2021 18m 37s

Episode 5: Certified Financial Planner Jeb Jarrell discusses year-end tax planning. There are some changes ahead, so Jeb will offer his perspective on how to determine if those changes will affect you and what you should plan for if they do.

Basic Financial Planning Part 2

Oct 8th, 2021 19m 24s

Episode 4: This is the second-half of a discussion with Certified Financial Planner Jeb Jarrell on basic personal finance and financial planning. This discussion will outline the elements of a personal financial plan, relevant to any young pr

Basic Financial Planning Part 1

Sep 13th, 2021 19m 3s

Episode 3: As a Certified Financial Planner, Jeb Jarrell is going to provide a 2-part series on basic personal finance and financial planning. This discussion will outline the elements of a personal financial plan, relevant to any young profe

Working with a Financial Planner

Aug 3rd, 2021 19m 3s

Episode 2: Jeb Jarrell is a Certified Financial Planner and today he discusses what it’s like to work with a qualified financial planner. It’s much more than just stocks and bonds. Let’s listen as Jeb explores this topic. It Begins with Sett

Meet Certified Financial Planner Jeb Jarrell

Jul 13th, 2021 17m 29s

Episode 1: Jeb Jarrell is a Certified Financial Planner who’s launching his Plentiful Wealth podcast. On today’s episode, we’ll learn about Jeb’s background and his approach to helping you to Maximize Your Return on Life. Let’s join the conv