Interview with Jon Bowles, Founder of JLB Financial

Interview with Jon Bowles, Founder of JLB Financial

From Influential Entrepreneurs with Mike Saunders, MBA by Mike Saunders, MBA

July 16, 2026 · 23 min

About this episode

Jon Bowles discusses his holistic approach to financial planning and retirement income strategies.

For nearly three decades, He has helped Southern California families plan for complex financial goals — building retirement income, protecting what they’ve earned, managing taxes, and passing on what matters to the people they love. Since 1997, Jon has worked with hundreds of individuals, families, and business owners to build and execute comprehensive retirement income plans. I’ve guided clients through two major economic downturns, and those experiences shaped the cornerstone of my practice: preserving capital comes first. Growth matters, but in retirement, what you keep matters more. His approach is holistic. He looks at the financial house from every angle — wealth management, retirement income, tax planning, Medicare and IRMAA exposure, Social Security timing, and legacy — because these pieces don’t work in isolation, and neither should your plan. Trust review and trust planning are a core part of that work: he regularly helps families make sure their trusts still reflect their wishes, their assets, and current law — not the circumstances of a decade ago. And as an IRMAA Certified Planner, Jon pays particular attention to a cost most retirees never see coming: Medicare…

People in this episode

Host: Mike Saunders, MBA

Guest: Jon Bowles

Topics covered

Keywords

Mentioned in this episode

Organizations: JLB Financial, Morgan Stanley Dean Witter, Citi Personal Wealth Management, NettWorth Financial Group

Places: Southern California, UCLA

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