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The Retirement Solution

The Retirement Solution

372 episodes — Page 8 of 8

What the Heck are Negative Interest Rates? (And Why They Matter to You!)

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.

Sep 16, 201914 min

Make Retirement Great Again!

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.

Sep 9, 201911 min

Luck & Savings

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.

Sep 3, 201912 min

The Perfect Storm

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.

Aug 26, 201910 min

The Side Effects of Investing: What’s in the Fine Print

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.

Aug 20, 201917 min

Shaq’s Investing Strategy & The Important Half Ages

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.

Jul 22, 201915 min

Bernie, George W. & The Bourbon Tax

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.

Jul 15, 201919 min

A Bobby Bonilla-Style Retirement

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.

Jul 8, 201910 min

Financial Freedom

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.

Jul 1, 201916 min

Feeling Good!

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.

Jun 24, 201925 min

Do Better!

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.

Jun 17, 201917 min

Stressful Jobs & A Stressful Market

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.

Jun 10, 201920 min

Is Cheaper Better?

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.

May 27, 201918 min

Trump vs. China & The Tiger Woods Retirement Plan

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.

May 20, 201918 min

The Trade War with China & Let’s Tax the Royal Baby!

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.

May 13, 201915 min

Don’t Leave Behind Your 401(k)!

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.

May 6, 201921 min

Derby Week & The Presidential Horse Race

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.

Apr 29, 201919 min

The Reagan Inspiration

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.

Apr 22, 201922 min

I Wanna’ Be Rich

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.

Apr 15, 201920 min

Bizarre Tax Deductions & Lessons from Shark Tank’s Barbara Corcoran

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.

Apr 8, 201911 min

Shhhhh…Do You Want to Know a Secret? (Part 2)

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.

Apr 1, 201919 min

Shhhhh…Do You Want to Know a Secret? (Part 1)

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.

Mar 25, 201918 min