The Retirement Solution

This might be the only time Kentucky fans will cheer for Duke's Mike Krzyzewski. The legendary basketball coach has decided to retire after next season. Hear what Jon has to say about the lessons we can learn from Coach K and others about how to put our best portfolio players on the court. Need a retirement coach? Reach out to Jon at www.retirementsolutionradio.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Whether it's your favorite couple from Waco - or watching couples search for the perfect house...it's funny how your favorite home improvement show can make things look so easy. Financial commercials sometimes do the same thing, but Jon brings us back to reality in this week's podcast. If you're tired of a DIY retirement plan, reach out to us now at www.retirementsolutionradio.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

We're calling this the family edition of "The Retirement Solution," as 6-year-old Allie Hicks joins her dad this week to discuss how much the tooth fairy is paying these days - and what she's learned about saving. Plus, Jon discusses the options you have when it comes to low-risk, high-return investments. Have a question you'd like us to address on the podcast? Reach out at www.retirementsolutionradio.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

So much for the Biden boom! Just as many investors were celebrating a robust first 100 days on Wall Street, the market's turned more volatile recently. This week, Jon breaks down what it's really going to take to get back to a truly normal economy. Have a question about your personal economy? Schedule a visit at www.retirementsolutionradio.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Tempted to check up on your retirement accounts during a volatile week on Wall Street? This week, Jon gives us 3 things to consider if you decide to take a peek. And maybe more importantly, he tells us what (or who!) to ignore. Have questions about your portfolio? Reach out to Jon at www.retirementsolutionradio.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

How'd you do with your Derby picks? If you're anything like Jon, you tend to get them wrong every single year! But the fastest two minutes in sports can teach us something about investing...so check out this week's episode for more. And if you need help with your portfolio picks, reach out to us at www.retirementsolutionradio.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Jon gives us a mini history lesson this week on the phrase "Drain the Swamp." Plus, we'll discuss the tax lessons we can take away from the man who first uttered the phrase. Have a question about your retirement tax strategy? Reach out to Jon at www.retirementsolutionradio.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

If you only think of AI in terms of Will Smith's silly robot movie or the creepy kid from the Spielberg flick, then it's time to rethink the way you view artificial intelligence. This week, Jon discusses how you can use it to help you achieve your retirement goals. Find out more at one of our upcoming courses - just sign up at www.retirementsolutionradio.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Forget diversification...Warren Buffett's right-hand man, Charlie Munger, says the problem for most investors today is what he calls "diworsification." Find out his approach to investing, and hear Jon's explanation on why you may need to find your own path to building wealth. You can also schedule a portfolio check-up online at www.retirementsolutionradio.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

You've probably heard the Biden administration say that no one making less than $400,000 will be hit by tax increases, but Jon disagrees. This week, he breaks down the President's recent comments & the real impact of tax hikes. Find out how you could be affected by scheduling a retirement tax checkup now at www.retirementsolutionradio.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

If talking about your finances makes you feel like you're standing in one of those doctor's office gowns with your backside exposed, this week's podcast is for you! Jon explains why it's usually not as bad as it seems - and fills us in on the uncomfortable thing he's taking on as a personal challenge. Is it time to talk about your retirement? Drop us an e-mail at www.retirementsolutionradio.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Is your bracket busted already? You're not alone. But there's something that your basketball picks may be able to teach you about your investment choices too. Jon breaks down the lessons we can learn from the madness on this week's episode. Have questions about how you're investing? Reach out at www.retirementsolutionradio.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Fox Business says there's one move you can make that could potentially save you hundreds of thousands of dollars for your retirement, but is it really possible? Jon breaks down what you might be able to do on your own on this week's episode. Have a question you'd like us to address on the podcast? Drop us an e-mail at www.retirementsolutionradio.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

This week marks one year since the lockdowns began during the pandemic, and there's certainly been a lot to throw us off course financially. This week, Jon discusses how you can still complete the retirement mission, despite the challenges. It simply comes down to execution! Have a question about how to do that? Reach out at www.retirementsolutionradio.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

This week, Jon remembers his first summer listening to Rush Limbaugh & how that helped shape his fiscal conservatism. It also caused him to put a ding in his employer's car! If you're also fiscally conservative and looking for the right options for your retirement, reach out to us with your questions at www.retirementsolutionradio.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Just like his mittens meme, a financial transaction tax proposed by Bernie Sanders just won't die. This week, Jon explains what it would mean for average investors. Get ahead of the latest crazy tax proposals and schedule your tax strategy session now at www.retirementsolutionradio.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

Find out this week why Jon earned the nickname "Squeegee boy" on his very first job - and the painful lesson that he (like most of us) learned about taxes when he received his first paycheck! Plus, in this world of virtual meetings, we'll discuss what you can actually accomplish without ever setting foot in the office! Set up that virtual visit at www.retirementsolutionradio.com. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information.

A lot of people are making New Year’s resolutions … and one of the most popular ones is to improve our health. So, with that in mind, any guesses as to how much of your nest egg will go for healthcare costs? A new projection from HealthView Services says a healthy couple retiring this year (2021) can expect to spend more than $660,000 on medical bills over the course of their retirement! That’s in addition to all your other bills. Jon explains how he can help you prepare for the rising cost of healthcare AND protect your growing income. See omnystudio.com/listener for privacy information.

Almost everyone looks forward to retirement, but then BAM! The transition from the daily grind to a life of leisure can actually be a challenge. This week, Jon discusses the specific challenges people go through in that first year of retirement. His advice might help save your marriage! Have a question for Jon? Drop us an e-mail through our website at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

What the heck is a glide path? What about asset allocation? Diversification? You hear these words from the financial industry all the time, but Jon breaks down what they actually mean to you and your portfolio (with a little help from Siri!). See omnystudio.com/listener for privacy information.

In January there is a big decision of who will take the Senate - the Democrats or the Republicans. The state of GA will determine if there was a true blue sweep! The big question is, how will decision impact you and your finances? See omnystudio.com/listener for privacy information.

Even though it may seem like we don’t have control over much these days, the one thing you can control is your retirement income. This week, Jon discusses how to build 3 to 5 sources of income to help you stay retired! Not sure about how to create your own retirement paycheck? Let’s talk about it. Set up a year-end review at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

If you’re not getting a full 8 hours of shut-eye every night, what’s keeping you up? Kiplinger says for many baby boomers, it’s a question about retirement. Jon discusses the most common questions and some simple equations to help you sleep a little easier. What questions do you have about your retirement? Let’s set up a time to talk about it at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

MarketWatch says many Americans who receive an inheritance blow it within a few months, so how do you prevent your family members from making poor decisions when you’re gone? Jon discusses that, plus how “Jeopardy!” host Alex Trebek & actor Sean Connery got their estate plans right. Have some specific goals for your family? Let’s set up a time to talk about it at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Election week was a big one on Wall Street. Jon discusses why stocks headed higher, despite the uncertainty. Plus, he’ll explain why tax planning may be more important than ever for retirement savers. It’s not too late to get your election protection plan together! Schedule a time to go over your questions at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Remember the old Dire Straits song, “Money for Nothing?” Jon thinks some members of Congress have been taking the lyrics too seriously. This week, we break down how many millionaires are in Congress versus how many average Americans have reached that status. Jon also shares the stories of how some savers have made it to a million-dollar retirement, and how to protect that nice nest egg that you’ve worked so hard to save. Have a question for Jon? Reach out to us at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Rapper 50 Cent says he doesn’t want to become “20 Cent” under Democrat Joe Biden’s tax proposals, and he’s not the only one worried about it! Fox News says boomers are rushing to get estate plans updated before next year. Jon discusses why there’s so much concern, and what you can do to help protect yourself from future tax hikes. Schedule a year-end review with Jon at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Most of us are wishing we could get the election & pandemic behind us. But what does investing look like once the current crisis passes? Jon breaks down the challenges & opportunities on this week’s episode. Have a question you’d like us to address? Drop Jon an e-mail at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

A new study says the pandemic will result in a 10% pay cut for the average middle-class American. If that’s the case, how will it affect your plans to retire? Jon discusses that this week, plus his concerns about how politicians plan to pay for the trillions of dollars we’ve spent on stimulus packages this year. Have a question you’d like us to address? Drop Jon an e-mail at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

“Should I stock up on guns & ammo in 2020?” That’s a question that financial advisors are getting in 2020! And there’s some evidence that many people are doing just that. Jon discusses that trend, plus the fundamental rules you can use to help remove emotion from your investment strategy. Have a question for Jon? Drop us an e-mail at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Politicians & corporations are getting more creative in how they plan to make up for lost revenue during the pandemic. In New Jersey, they’re proposing a new tax on all financial transactions. And many state & local governments and corporations are considering ways to reduce their pension liabilities. What does that mean for you? Jon discusses that on this week’s episode. Have a question about how the pandemic has affected your finances? Reach out to us at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

No, Robert Redford’s not going to come to your door with an early retirement offer, but your employer just might! This week, Jon discusses how to evaluate that offer so you can make a decision without regrets. If you’re thinking about retiring early, reach out to us with your questions at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Remember the early days of the pandemic when you couldn’t find toilet paper? Well, Jon took that lesson to heart…and is now building his family’s survival kit for the next emergency. How can you apply the same lessons and prepare your portfolio for the next financial emergency? Find out on this week’s episode! Drop us an e-mail with your questions at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

No matter how many zeroes are behind your retirement account balance, you may question whether you’ve saved enough for retirement. This week, Jon discusses why you might be in better shape than you think – and why the most cavalier savers often have problems. Wondering if you’ve done enough to prepare for retirement? Schedule a time to go over your questions at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

The November election will be here before you know it! While no one knows what the outcome will be, there’s a lot of concern about what a Biden-Harris win would mean for the market, taxes, Social Security & health care. Jon breaks down the facts this week, based on what the candidates have already said they support. Concerned about the election and your finances? Join us for one of our September courses on this topic. Register online at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

Is it possible to save too much for retirement? Jon discusses the possible downsides of being a super saver. Plus, he’ll explain how even a moderate-sized portfolio could potentially generate as much income as a $1 million nest egg. Have a question for Jon? Drop us an e-mail at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

There may be a giant problem lurking in your investments and retirement accounts…fees! This week, Jon discusses why people who think they’re paying the least for advice or investments are often paying the most. Plus, how do you identify those hidden fees? Drop us an e-mail with your questions at www.retirementsolutionradio.com.See omnystudio.com/listener for privacy information.

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.