The Retirement Solution

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 .

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 .

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 .

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 .

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...

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...

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 .

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.retirementsolutio...

“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 .

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...

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 .

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 .

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 .

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 c...

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 .

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 .

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.retirementsolutionr...

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 .

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.retireme...

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 .

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 .

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 .

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 .

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 .

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 .