The Retirement Solution

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 .

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 at www.retirementsolutionradio.com .

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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 m...

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 .

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 ww...

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.  

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!

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!

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? 

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.

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.

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. 

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.

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!