The Retirement Solution

What’s your level of concern with the stock market? With retirement? With politics? Or in Jon’s case…with fitting into your pants after gaining the COVID 19? Whatever is worrying you right now, it’s time to address it. This week, Jon discusses how to take some of the emotion out of investing, and focus on what really matters in retirement – INCOME! Tell us your concerns at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

A Bankrate.com survey says one in four Americans admit they’re losing sleep over their retirement savings. There’s an easy fix for that (and it doesn’t require Ambien)! Plus, Jon shares some retirement lessons that we can learn from some of our favorite cars. Have a question you’d like us to address? Drop us an e-mail at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Worried about the November elections and how that might affect your finances? Jon thinks it’s time for us to think about personal responsibility instead! Learn more about how you can take politics out of the equation when it comes to your retirement. Plus, some tips for small business owners on weathering the storm during the pandemic. Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Every single July, retired baseball star Bobby Bonilla receives a paycheck for more than $1 million from the New York Mets! This week, Jon discusses how you can set up a Bonilla-style income plan for your retirement! Have a question for Jon? Drop us an e-mail at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

You won’t believe the story of a Michigan couple who found a way to win the lottery….legally! Jon discusses what these “math nerd geniuses” did to figure it out, plus how you can help increase your own odds of retirement success – without winning the lottery. Have a question for Jon? Drop us an e-mail at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Most of the Trump administration’s tax cuts are set to expire at the end of 2025, but with all the recent stimulus spending and the upcoming election in November, could Congress end them sooner? Jon discusses the possibility – and why it’s more important than ever to plan for future tax hikes. Have a question for Jon? Drop us an e-mail at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

One of the toughest things about the pandemic for grandparents is being away from your grandkids. But that doesn’t mean you can’t have quality time! Jon shares some fun ideas on how to stay in touch, and things you may want to continue doing to connect with them after the current crisis is over. Let us know your ideas! Drop us an e-mail at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Congress may have to get creative in finding new ways to tax us to pay for the trillions in stimulus spending during the pandemic. Ever heard of a value-added tax? How about a wealth tax? Jon discusses these ideas and how they may affect retirees. Have a question for Jon? Drop us an e-mail at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Ever wonder what horse trainers look for in a winning thoroughbred? Legendary trainer D. Wayne Lukas has 3 key traits he evaluates in a horse…and this week, Jon explains how they (surprisingly!) might apply to how we evaluate our investments. Have a question or topic you’d like us to cover on the podcast? Drop us an e-mail at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

You’ve probably heard the old Wall Street adage “Sell in May and go away!” But does that really work? Jon gives us some historical perspective. Plus, there’s a new Trump administration proposal to allow an advance on Social Security benefits during the coronavirus crisis. Jon explains why this may be the first step in tinkering with our future benefits. Have a question? Drop us an e-mail at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

As we honor those who made the ultimate sacrifice for our freedom this holiday weekend, it feels like government may be chipping away at some of that freedom. Jon discusses some of the absurd spending that’s made it into the latest stimulus bill, and why it may lead to monumental tax hikes in the future. Have questions about how to take control of your taxes in retirement? Drop us an e-mail at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

The economic crisis from COVID-19 is affecting all of us in different ways. Should you hold off on big ticket purchases for now? Could you save more while you’re not spending as much? What if you were planning to retire this year? Can you still walk away? Jon addresses these questions and more. Drop us an e-mail with your questions at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

It’s easy to make emotional (and dumb) decisions when we see what’s happening in the headlines, but sometimes it’s what you don’t do that can have the biggest impact on your long-term success. This week, Jon discusses the biggest financial don’ts during the coronavirus crisis. Have a question? Connect with us at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

The current financial crisis has several states with major pension problems looking for a bailout from the feds, but Senate Majority Leader Mitch McConnell says he’d rather see those states declare bankruptcy. Plus, Jon discusses the four things you should consider before you accept a buyout or early retirement package from your company. Have a question? Connect with us at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Oil prices went negative last week. That’s right, negative. What does that mean for the economic recovery from the coronavirus crisis? Plus, Jon discusses why a bear market might give us a great opportunity to do Roth conversions. Have a question for Jon? Drop us a message at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Plans are underway to gradually reopen the country and get the economy moving again, prompting some economists to predict a “V-shaped recovery.” But Jon says it may be more of a jagged line. How are you positioning yourself for the recovery? Get a portfolio check-up or sign up for one of Jon’s upcoming online courses now at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Perhaps you’ve tackled all the projects on your honey-do list at home during this self-quarantine period (or you’ve just given up). Maybe it’s time to tackle a few financial to-dos! This week, Jon walks us through 5 things you can actually accomplish at home. Have a question about any of the steps? Reach out to us at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

We’re all looking for the positives after a tough few weeks of social distancing and worrisome headlines. Jon explains this week how the coronavirus crisis is allowing us to “hit the reset button” on our lives & our finances too. Sign up for your virtual consultation with Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

What lessons are we learning from social distancing? Plus, should we think of this market as a buying opportunity? Jon discusses that and more on this week’s podcast. Keep your distance – and still get some answers to your questions! Sign up for your virtual consultation with Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Jon warned us in his book, “The Retirement Solution,” that a perfect storm was coming for baby boomers. It’s here! And now that the tide’s gone out with the market, we see who’s swimming naked! But if you’re feeling exposed after the coronavirus sell-off, where do you go from here? This week, Jon discusses some of the opportunities that may emerge after the storm. Sign up for your virtual consultation with Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Blame it on the coronavirus! Stocks are off to another rocky start this week. Jon breaks down what’s happening with the market volatility, and how you can prepare yourself for more potential downside by knowing your own worst-case scenario. Drop us an e-mail with your questions at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

It’s not just stocks & bonds anymore. There are many ways to invest, especially when the market feels too risky. How does buying a piece of a Picasso sound? Or a restaurant franchise? Jon discusses some of the interesting ways you can diversify your portfolio. Drop us an e-mail with your questions at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Congress recently changed the rules for retirement savers. But will those rules help you save more money for retirement – or just suck more dollars out on the back end? This week, Jon explains the pros & cons of the new law. Drop us an e-mail with your questions at www.retirementsolutionradio.com. See omnystudio.com/listener for privacy information.

No, there’s no cake or celebration…but this week, Jon marks the 107th anniversary of the federal income tax with a mini history lesson on tax rates. Find out more about where we’ve been and where we might be headed in the future! Drop us an e-mail with your questions at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

A new survey finds Americans are more satisfied with their personal finances today than they have been for the last decade, with one glaring exception – taxes! Jon discusses why that’s the case, and how to take more control over taxes in retirement. Drop us an e-mail with your questions at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

2020 is the year of change for Jon. Now, he’s taking on the 29029 challenge – climbing the height of Everest on a mountain in Idaho (is he crazy?!). Learn about why he’s doing it – and how it compares to conquering retirement. Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

The market continues to climb in 2020, leading some market analysts to call this a “melt-up.” What the heck does that mean – and what happens when that melt-up becomes a meltdown? Jon breaks it down for us this week. Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

It’s the start of a new year, a new decade…and an election year. So what’s ahead for retirement savers? Jon gives us the outlook for 2020 and some tips to help you navigate the challenges ahead. Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Jon got an early start on his New Year’s resolutions by starting a detox during the holidays. Find out how he’s doing – and some steps you can take to complete your own financial detox for the new year! Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Is this long bull market hiding some problems in your portfolio? We’ll tell you what might be lurking underneath the surface. Plus, Jon discusses “the three wise men” when it comes to investing. Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

As we enter a busy election year, should you let politics affect your investment decisions? “Fox & Friends” co-host Brian Kilmeade weighs in on that this week. Plus, Jon discusses the real numbers behind “Warrenomics.” Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Did you know that all candy bars are not taxed alike? You might want to reach for a Kit Kat instead of a Snickers the next time you have a chocolate craving. Jon explains that, plus how to take more control over how your retirement savings are taxed. Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

We’re #1! We’re #1! Oh, but this is not something we want to brag about. USA Today puts Kentucky at the top of its list when it comes to pension problems. Now, with a political shakeup in state government, there are even more questions about how to solve it. Have questions about your pension or retirement? Drop us an e-mail at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Election Day 2019 is over, but we’re in for more political drama in 2020. A new survey reveals that some mutual fund managers base some investment decisions on their political views. Are you doing the same? Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

The calendar flips to November this week. You’re running out of time to cross things off your financial to-do list for the year! This week, Jon breaks down 5 things you can realistically accomplish before the holiday craziness sets in. Have a question for Jon? Drop us an e-mail through our website atwww.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Companies like TD Ameritrade, Charles Schwab & Fidelity are putting pressure on the rest of the financial industry by dropping their trade commissions to zero. This week, Jon discusses the pros AND cons for average investors. Have a question you’d like Jon to address? Drop us an e-mail at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Ben Franklin was right…but are there ways to make taxes a little less painful in retirement? This week, Jon discusses the 6 big tax mistakes people tend to make, and how to avoid them. Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Is trillion the new billion? Several Democratic Presidential hopefuls are tossing around new ideas for “free everything,” but what’s the true cost? And who’s going to pay for it? Jon discusses a new study that breaks down the price tag for us this week. Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Do you have your campaign button yet? Jon explains why his mission this election season is to help people make retirement great again. Plus, we’ll discuss the true cost of the so-called “Wall Street Tax” from Democrats. Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

In the military, they call it “defense readiness condition.” So what’s your DEFCON when it comes to your retirement portfolio? Plus, Jon explains why he wants you to blow your money on yourself – instead of your kids – in retirement! But how do you do that without blowing through your money too fast? Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

President Trump’s tweeting about it, and the talking heads on the financial networks are buzzing about it - but what are negative interest rates? Jon explains how they could impact the way you save & invest for retirement! Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Sick of politics? So are we. This week, we discuss how to take Washington out of the equation. Jon gives you 3 steps to take to help you MAKE RETIREMENT GREAT AGAIN! Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

How much money is NFL QB Andrew Luck leaving on the table due to his retirement at the ripe old age of 29? Plus, how do you know if you’re saving enough to stay on track for your own retirement goals? Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Is the perfect storm forming on Wall Street? This week, Jon discusses some of the forces coming together that could lead to rough waters ahead for retirement savers, and how you can help avoid the same fate as George Clooney and his crew! Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Ever hear one of those prescription drug commercials and wonder if the benefits outweigh all the unpleasant side effects? The same can be true of certain investments too. This week, Jon breaks down the side effects of things like variable annuities & even your 401(k). Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Shaquille O’Neal wouldn’t put his face on a box of Wheaties, because that’s not his favorite cereal. He only invests in what he knows. So is that a good strategy? Jon discusses that, plus the weird half ages of 59.5 and 70.5 – and why they’re significant. Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Oh, boy! Bernie Sanders wants to wipe out student debt…at the expense of anyone who invests in the market. Jon breaks down what the Democratic Presidential hopeful’s plan means for you. Plus, former President George W. Bush just celebrated his 73rd birthday. We’ll tell you what he’s doing to stay busy in his retirement years. And Jon just found out how much we pay in taxes on bourbon. This might make you spit out your drink! Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Have you ever heard of Bobby Bonilla? He may not be listed among the greatest baseball players of all time, but the deal he made with the New York Mets might be one of the greatest retirement deals of all time! This week, Jon describes how you can structure a similar deal for yourself in retirement. Drop us an e-mail with your questions for Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

As we prepare to celebrate our independence on July 4th, Jon discusses the different ways we can build financial freedom. What are the top 3 characteristics of those who’ve actually achieved financial freedom in retirement? Plus, how do you hang onto that freedom when Democrats like Bernie Sanders are proposing even more taxes on our retirement savings? Find the solution with Jon & the team at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Jon’s in a good mood this week, so we’re tackling the things that might put you in a good mood too. How do you get advice that’s in your best interest? How can you feel good about saving on taxes (legally!)? Plus, Mike Tyson’s feeling good. He’s investing his money in a weed resort in California! But Jon has some better ideas on how to get the most out of your money. See omnystudio.com/listener for privacy information.