The Retirement Solution

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.

In the words of Jon’s granny, “You can’t do better unless you know better.” So this week, Jon discusses what you need to know about the current market & politics - and how to do better with your own personal economy!See omnystudio.com/listener for privacy information.

Are you a police officer? A corporate exec? A pilot? Congratulations – you’re among the most stressed out workers in America! Jon discusses the unpleasant side effects of all that stress, and why retiring might make a big difference. Plus, market historian Sam Stovall explains why the market might stress you out this summer!See omnystudio.com/listener for privacy information.

The push for lower fees in the financial industry appears to be working. But is cheaper better? Plus, Jon thinks there might be a future for Christian Bale on CNBC. And how much income will you really need if you live as long as Betty White? See omnystudio.com/listener for privacy information.

Trade tensions with China are dominating the headlines, and Jon breaks down what it really means to retirement savers in the short-term. Plus, the PGA has one of the best retirement plans in sports. We’ll tell you what they do differently, and how to build your own Tiger Woods-style retirement plan.See omnystudio.com/listener for privacy information.

After a week of Presidential tweets and trade war tensions, Jon gives us some perspective on how it affects us as average investors. Plus, the Queen weighs in on headlines about Uncle Sam perhaps taxing the new royal baby! And if you’re counting on the lottery or your home to save your retirement, think again.See omnystudio.com/listener for privacy information.

The Labor Department says today’s Baby Boomers have had an average of 12 jobs over the years, and that means they’ve left behind a lot of 401(k)s! Jon discusses 3 steps to take if you have some of those old accounts, plus the challenge of spending your hard-earned savings when you get to retirement. See omnystudio.com/listener for privacy information.

It’s Derby Week in Kentucky…and Jon shares why he never wins at the track. It’s remarkably similar to why we typically lose as investors. Plus, there’s another horse race of sorts for the White House. Jon tells us his big concerns about one frontrunner’s tax proposals.See omnystudio.com/listener for privacy information.

After a tough week dealing with taxes, we turn to President Reagan for some inspiration on how to win in retirement without government intervention! Plus, Google’s released a list of the most common retirement questions…now it’s time to hear from Siri!See omnystudio.com/listener for privacy information.

How much money does it take before you actually feel rich? Jon tackles that this week…after reminiscing about the good ole’ days when it comes to taxes.See omnystudio.com/listener for privacy information.

You won’t believe what some try to sneak past the IRS. Jon shares some of the bizarre deductions people have tried to claim (and a better way to go about tax planning!). Plus, Shark Tank’s Barbara Corcoran won’t spend money on things like jewelry or purses…even though she’s worth millions. The lessons you can take away from her!See omnystudio.com/listener for privacy information.

When it comes to finance, it seems like the world’s wealthiest people might know something we don’t. This week, Jon shares the secrets of life insurance (and makes it sexy!). Plus, the secrets to generating income for a happy retirement.See omnystudio.com/listener for privacy information.

When it comes to finances, it seems like the world’s wealthiest people might know something we don’t. This week, Jon shares the secrets you can take advantage of too when it comes to taxes & investing for retirement. See omnystudio.com/listener for privacy information.