JNBA Financial Advisors Podcast

Hosted by JNBA Financial Advisors

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Latest episode

Aug 2026

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About the show

Launched in early 2020, the JNBA Financial Advisors Podcast brings together experts at one of the top nationally-ranked independent fee-only wealth management firms in the country to discuss timely topics that impact investors, from the pandemic and politics to the markets and taxes. Minneapolis-based JNBA Financial Advisors has helped guide people through life’s most important decisions through an advice driven by advocacy® approach for more than 45 years. For more information about JNBA Financial Advisors, visit JNBA.com.

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54 recent

August 24, 2026Episode 322 min

Inside the JNBA Investment Committee

The JNBA Investment Committee is our designated team that reviews investment portfolios every ten business days. As a fiduciary working for each client's best interest, it's our strategic approach to serve you best. To hear more about our approach to all things investments, from allocations to tax efficiencies, check out our latest video discussion: DISCLOSURE The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast or video podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. A copy of JNBA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at jnba.com. Please see importa...

July 13, 2026Episode 220 min

Video Discussion: 2026 Attention-Grabbing Headlines and the Market

Market performance in 2026 has been a rollercoaster ride for investors. With several factors at play including the war in Iran, inflation, corporate earnings and more, the first six months of the year have left investors feeling anything but certainty. Will that continue through the remainder of the year, considering ongoing attention-grabbing headlines and midterm elections on the horizon? In this Investment Committee video discussion, JNBA’s Senior Advisors – Investment Strategists Michael Bilotta and John Foster, along with Director of Investment Management Andy Buccanero, talk about what we’ve seen so far this year and what to watch in Q3 and Q4 of 2026, including Federal Reserve Chairman Kevin Warsh feeling out his new role. DISCLOSURE The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast or video podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. A copy of JNBA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at jnba.com. Please see importa...

January 12, 2026Episode 126 min

Video Discussion: The Year Behind & The Road Ahead

2025 was an action-packed year for market watchers and investors. There were several factors and events that contributed to uncertainty, not least of which the impact of the trade tariffs that went into effect on “Liberation Day,” April 2, 2025, and recovering from the longest federal government shutdown in history. Will 2026 be as eventful? The JNBA Investment Committee discusses. DISCLOSURE The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast or video podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. A copy of JNBA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at jnba.com. Please see importa...

November 25, 2025Episode 419 min

Market Indicators in Q4 2025 and Beyond

This podcast from JNBA Studios discusses various economic indicators our designated Investment Committee monitors, including government reports and the yield curve. DISCLOSURE The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast or video podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. A copy of JNBA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at jnba.com. Please see importa...

July 17, 2025Episode 316 min

Video Discussion: Staying Focused in 2025’s Dynamic Market

The first half of 2025 has included significant market volatility, especially around early April. Now, as Q2 comes to an end and markets have evened out some, the JNBA Financial Advisors Investment Committee analyzes the historic ups and downs in a video discussion recorded on July 14, 2025. The conversation between JNBA Chairman and CEO Richard S. Brown, Senior Advisor – Investment Strategist Michael Bilotta, ChFC®, CASL®, RICP®, and Investment Strategist Mark Rosenkranz, CFA® covers the unpredictability faced over the last six months and provides perspective on what that could mean for investors as we look ahead. They also share insights into keeping portfolios positioned to achieve long term goals by managing a disciplined process, such as JNBA’s review of portfolios every 10 business days to help avoid emotional, short-term trading decisions that may cause investors to miss key market recovery days. DISCLOSURE The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast or video podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. A copy of JNBA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at jnba.com. Please see importa...

May 21, 2025Episode 215 min

Investment Committee Podcast: May 2025

Market conditions in April 2025 were notably volatile, with almost daily swings in market values following changes in policy and tariffs. The whiplash left consumers, businesses, and investors concerned about the U.S. economy’s resilience and the long-term impact on portfolios. In our latest JNBA Investment Committee video discussion, recorded on May 19, 2025, senior members of the JNBA Investment Committee discuss investing tactics that supported less volatility for portfolios, including asset allocation and rebalancing. John Foster, Senior Advisor – Investment Strategist, and Mark Rosenkranz, Investment Strategist, also address the latest data points and where investors can focus their attention as we enter the latter part of Q2 and look toward the second half of 2025. DISCLOSURE The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast or video podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. A copy of JNBA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at jnba.com. Please see importa...

January 10, 2025Episode 115 min

Investment Committee Video Discussion: 2025 Outlook

2024 brought us rising yields, a strong dollar, and a headline-grabbing presidential election. How do these events, along with other key factors, guide investment strategies into the new year? In our latest video discussion, recorded on January 7, 2025, members of the JNBA Investment Committee recap 2024 and discuss opportunities on the radar as 2025 unfolds. JNBA Chairman and CEO Richard S. Brown talks with two senior members of our Investment Committee, John Foster, Senior Advisor – Investment Strategist, and Mark Rosenkranz, Investment Strategist, about the outlook of corporate earnings, the equity market, inflation, and more. DISCLOSURE The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast or video podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. A copy of JNBA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at jnba.com. Please see importa...

October 25, 2024Episode 715 min

Investment Committee Podcast: The Election Day Effect

Can the current strength in the markets continue past Election Day and into 2025? This is the question that investors are asking, as the Federal Reserve Board keeps a close eye on trends. In this 15-minute podcast facilitated by JNBA Financial Advisors Director of Client Services Cärin Viertel, Investment Strategist Mark Rosenkranz and Senior Advisor and Investment Strategist Michael Bilotta consider the impact of the upcoming elections and discuss what the Fed might be looking at to direct its next move. After the Fed recently dropped interest rates for the first time in four years, everyone is watching to see if additional changes might occur yet in 2024. DISCLOSURE The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast or video podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. A copy of JNBA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at jnba.com. Please see importa...

July 17, 2024Episode 616 min

Halfway through 2024: Investment Committee Commentary

As we enter the second half of this calendar year and approach the 2024 presidential election, what have we seen, and where are we headed? In our 15-minute video podcast featuring JNBA Financial Advisors President Kim Brown with John Foster and Mark Rosenkranz, both Investment Strategists and members of the JNBA Investment Committee, the team provides insights into considerations that have affected markets this year including unemployment, inflation, and corporate earnings. Having observed and enjoyed continued market growth in Q2 of 2024, history points to increased market volatility as autumn and the election approach. While the Investment Committee stays focused on economic indicators like inflation, they discuss the importance of staying the course and focusing on long-term perspectives over reactive portfolio changes influenced by political views. DISCLOSURE The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast or video podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. A copy of JNBA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at jnba.com. Please see importa...

May 9, 2024Episode 518 min

Cyber Security: Staying Safe Online

Cyber scams are becoming increasingly sophisticated, with millions of people falling victim each year. It's crucial to understand that you are not alone in this battle. There are proactive measures you can take to prevent falling victim to these scams and there are resources available to help if you do get scammed. By staying informed and vigilant, you can significantly reduce your risk of becoming a target for cybercriminals. DISCLOSURE The previous presentation by JNBA Financial Advisors, LLC (“JNBA”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from JNBA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither JNBA’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if JNBA is engaged, or continues to be engaged, to provide investment advisory services. JNBA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast or video podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. A copy of JNBA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at jnba.com. Please see importa...